Clients reports will help you analyze client sources and status or clients, so you can better understand your top sources and sales funnel.
For each report, use the Filter to select the date range you would like to view - you can choose from preset date ranges or set a custom date range.
Clients by source
Find out which channels get you the most leads! This chart breaks down the number of clients you gain per month and which sources they come from. If you use any custom sources, they will also be listed here. Click on sources in the key to filter them out.
Clients by status
This chart gives you the breakdown of clients by status. If you use any custom statuses, they will also be listed here. Click on sources in the key to filter them out.