SmartMoving Software

Matt Honeycutt

Ren Jones

Holly

Tips and advice on how to report on your company numbers

Reporting Basics

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

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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