SmartMoving Support

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Smart Insights is SmartMoving's reporting module for viewing your company's performance in real time and building reports, tables, dashboards, and visualizations. Your subscription includes standard reports you can filter and export, while the paid Smart Insights add-on lets you build and customize your own by adding and removing columns and formulas.

Smart Insights (Reports Module)

How can the Bad Leads Report help me know how to get refunds from my lead provider?

Bad Leads Report

How to see what is happening to your leads

Lead Status Report

How can the Lost Leads & Opportunities Summary Report help me understand how and why we aren't able to close our leads?

Lost Leads & Opportunities Summary Report

How can the Lost Leads & Opportunities Details Report help me dig into the details on lost jobs?

Lost Leads & Opportunities Details Report

What the Move Date Report is and how it works

Opportunities by Move Date Report

How to use the Revenue Forecast Report to review & forecast your revenue

Revenue Forecast Report

How can I use the Booking Percent report to assess the impact of various survey types on my opportunity booking rates?

Booking percent by survey type report

Sales Reports

How does the Sales Commission Summary Report help me understand how my sales team is performing?

Sales Commission Summary Report

How does the Payment Ratio report help me understand my transactions?

Payment ratio report

How does the Accounting Revenue Report help me understand my moving company's revenue?

Accounting Revenue Report

Accounting Reports

How to gauge the effectiveness of your marketing spend

Marketing ROI Report

Marketing Reports

System and Reporting Dates

What do the metrics on the home dashboard mean?

How to Understand Your Home Dashboard Metrics

What do the metrics on the sales dashboard mean?

How to Understand Your Sales Dashboard Metrics

Take a look at the all-new reporting engine features!

SmartMoving's Enhanced Reporting

An overview of the clickable metrics on the Company Dashboard and the Sales Dashboard

Clickable Dashboards

Reporting FAQS

Learn how to open Smart Insights in SmartMoving, navigate your insights, and create, save, and favorite custom reports and tables built from your real-time data.

Getting Started with Smart Insights

Learn how to build and customize tables in Smart Insights: hide and reorder columns, add calculated columns with formulas, group and summarize data, filter, and export.

Working with Tables in Smart Insights

Learn how to create charts and KPI cards in Smart Insights: choose chart types, set axes and groupings, customize colors and labels, filter by date, and move visuals to their…

Creating Visualizations in Smart Insights

Learn how to schedule automatic report exports in Smart Insights and set up conditional alerts that notify your team when your data crosses a threshold you define.

Scheduling and Alerting in Smart Insights

Learn how to build dashboards in Smart Insights: merge data sources, lay out KPI cards, charts, and pivot tables, add universal filters and tabs, and use advanced interactive features.

Building Dashboards in Smart Insights

Smart Insights is SmartMoving's paid reporting add-on for building and customizing your own reports, tables, dashboards, and visualizations from your real-time data. Unlike the standard reports included with your subscription, it lets you add and remove your own columns and formulas. These guides cover getting started, working with tables and visualizations, building dashboards, and scheduling reports and alerts.

Smart Insights - Custom Reporting (Upgrade)

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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