Which report should I check?

You do not need to read all 20 reports. Most people need three or four, checked on a regular habit. The Reports page helps you find yours by role, and lets you pin them so they are always at the top.

Find your reports

Open Reports. In the left menu, under Grow, click Reports.
Pick your role in Start here. Click Owner, Manager, Marketing or Sales staff. You see that role's key reports and a one-line habit, for example "Check every week: are revenue, forecast and marketing on track?"
Pin your favourites. Click the star on any report card. Pinned reports appear in the Pinned row.
Browse or search. Use the tabs (Overview, Leads, Pipeline and funnel, Conversion, Marketing and ROI, Team) to see a group, or search by name.

The Reports page with group tabs, a Start here section with Owner selected showing four report cards, and a Pinned row with starred reports — Each card shows who the report is for and how often to check it: Daily, Weekly or Monthly.

Pick by the question you have

Your question	Report	How often
Are we growing?	Business overview	Weekly
Which branch needs help?	Branch comparison	Monthly
How many leads, from where?	Lead creation trend	Daily
Is the team working the leads?	Lead activity	Daily
Which sources bring customers, at what cost?	Source and channel performance	Weekly
Where do leads drop off?	Sales funnel	Weekly
Which step is slowest?	Stage time	Weekly
Which leads are going cold?	Stuck leads	Daily
Will we hit target?	Pipeline forecast	Weekly
Why do we lose leads?	Lost leads	Monthly
What does marketing spend bring back?	Marketing ROI	Weekly
Do our WhatsApp messages work?	WhatsApp and broadcasts	Weekly
Who performs, against target?	Team performance	Weekly
Are we replying fast enough?	Response time and follow-up	Daily
Is work shared fairly?	Staff workload	Daily
How am I doing?	My performance	Daily

A simple habit for each role

Owner: every week, Business overview, Pipeline forecast and Marketing ROI. Once a month, Branch comparison.
Manager: every day, Stuck leads and Response time and follow-up. Every week, Sales funnel and Team performance.
Marketing: Marketing ROI and Source and channel performance every week; Ads & campaigns daily.
Sales staff: My performance, every day.

Using any report

Every report works the same way. Filter by branch, pipeline, source or owner where it applies. Choose a date range, including All time and Custom range, and tick Compare to see the change from the previous period. Click a number card to switch the main chart. Use Export for Excel, CSV or PDF, and Ask AI to ask a question about the numbers on the page.