Marketing feels productive. These are the reports that say whether it was.
Leads captured and campaigns sent are activity. Leads converted is an outcome, and the two are easily confused — particularly by whoever did the sending.
The convert-leads report is the one that matters: how many of the people you chased became customers. Read with the campaign reports, it says which source is worth the effort and which is noise.
So conversion can be traced back.
So there is something to measure.
How many actually became customers.
Spend where it converts.
Roughly 55 reports across sales, purchase, stock, parties, GST, expenses, staff and leads, each filterable by date and exportable as PDF or CSV. They read from the same records the rest of the app writes, so nothing has to be reconciled first.
Daily reports answer “what happened today”, monthly ones answer “what do I owe and who owes me”, and the GST set answers the return.
What the reports read.
Leads · Inquiry · Convert leads · Campaign · Campaign history
Every feature, by plan →Convert leads — activity is easy to produce, conversion is not.
Yes, where leads are captured with the source they came from.
The campaign reports cover what was sent and who it reached.
Sending is easy to count. Converting is the number that pays.