Reporting

Reporting & analytics

Know where your leads come from, where they drop off, and what's actually driving revenue — without building the reports manually or exporting from multiple tools.

Home Features Reporting & analytics
71% of small businesses say they don't have clear visibility into which marketing activities actually generate revenue
Live dashboards

Your pipeline has a leak somewhere. Reporting tells you where.

Most service businesses have a reasonable idea of how many enquiries they receive. Very few know how many convert, which channels produce the best leads, at which pipeline stage the most opportunities drop off, or how long the average lead-to-booking cycle takes. That information exists — it's just not visible.

EveryCatch reporting pulls activity data from across the platform into dashboards and reports. Pipeline conversion rates. Lead sources by volume and quality. Appointment completion rates. Campaign performance. AI response times. Every data point captured automatically because every interaction is already being logged against the contact record.

Reports can be viewed live, shared with team members, or scheduled for automatic delivery by email on a weekly or monthly cadence. When you know where the drop-off is, you can fix it with a workflow change rather than a gut feeling.

Data captured automatically — reports built from it

1

Activity data captured across all channels

Every call, message, pipeline move, appointment, and campaign interaction is logged automatically. No manual data entry. The reporting layer reads from the same data that runs the platform.

2

Dashboards updated in real time

Live pipeline view, lead source breakdown, conversion rates, and campaign metrics all visible without running a report. The dashboard reflects the current state of the business, not last week's export.

3

Reports filtered by what matters to you

Filter by date range, lead source, pipeline stage, team member, campaign, or any custom field. Drill down into specific segments rather than reviewing everything at once.

4

Scheduled reports delivered automatically

Set a weekly or monthly report to land in your inbox on a schedule. Useful for staying across performance without logging in, and for sharing relevant data with team members who need visibility.

What's included

Live pipeline dashboard

Real-time view of all active opportunities by stage — volume, value, and movement visible at a glance.

Lead source tracking

See which channels, campaigns, and sources are generating leads — and which are actually converting to customers.

Conversion rate reporting

Stage-by-stage conversion rates across the pipeline. See exactly where leads are dropping off and by how much.

Campaign performance metrics

Open rates, click rates, reply rates, and conversions for email campaigns, SMS sequences, and paid landing pages.

Team activity reporting

View activity by team member — responses sent, conversations handled, pipeline moves made. Useful for managing a team with shared inbox access.

Scheduled report delivery

Reports emailed automatically on a weekly or monthly schedule — to you or to anyone else who needs the data.

See what's working. Fix what isn't.

Book a discovery call and we'll show you what the reporting dashboards look like with real data — and which metrics matter most for a service business at your stage.

Book a free discovery call 30 to 45 minutes. No obligation.