See how your marketing is doing
Use the Marketing dashboard to see your new leads, where they come from, how many became customers, and your forms, bookings and reviews.
The Marketing dashboard shows how people are finding you and how many of them become paying customers. A lead is someone who asked about your work but hasn't booked yet.
Steps
- Go to Marketing in the sidebar. On your phone, tap More, then Marketing. The dashboard opens first. The row of links at the top opens Marketing's other pages, like Forms, QR codes and Website buttons and links.
- Pick a time period at the top: Last 7 days, Last 30 days, Last 90 days or This month.
- Read the four numbers at the top. Each one compares this period with the one before.
- New leads: people added in this period, however they came in.
- Became customers: how many of those new leads are customers today.
- Work you could win: what all your open leads are worth. It uses an open quote's total, or else the lead's estimate.
- Form submissions: answers to any of your forms.
- Scroll down to Where leads come from. It splits your new leads into Forms, Online booking, Added by you and Imported. Next to it, How they found you shows what people told you.
- Check the cards below for your Forms, Online booking requests and Google reviews.
- Tap a card's link in its top corner to open the records behind the number.
Didn't work?
Work you could win says Hidden
Money is only shown to people whose role lets them see revenue. Ask an owner to check your role. See Roles and permissions.
How they found you is empty or says Not recorded
Nobody told you how they found you. Add a "How did you hear about us?" question to your forms. See Make a form for your website.
The Online booking card says online booking is off
Tap Turn on online booking on the card. See Turn on online booking and share your link.
The Google reviews card says to connect Google
Tap Connect Google on the card. See Connect Google reviews.