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ElevateAI

Reporting & analytics

See what's working, in one dashboard, not ten.

ElevateAI reporting pulls calls, appointments, pipeline, revenue, and campaign results into one dashboard, with each lead tied back to the source that produced it. Instead of guessing which ad, page or referral is paying for itself, you open one screen and see how many leads came in, where they came from, how many booked, and how much money closed.

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One dashboard for the whole business

Your dashboard is built from widgets you choose, so the numbers you care about are the ones you see first. Leads this month, pipeline value, conversion rate, revenue closed: all in one place, for the whole team or per user.

  • Customizable dashboard widgets you drag into place
  • Leads created, appointments booked, and conversion rate
  • Pipeline value and revenue in the same view
  • Filter by date range, user, pipeline or source
  • Per-user views so each rep sees their own numbers
  • Works on mobile, so you can check it between jobs

How do I know where my leads come from?

Every contact carries its source, so reporting can show you which channel actually produced booked work, not just clicks. Call reporting and appointment reporting sit next to it, so you can see the phone and the calendar in the same story.

  • Lead source and attribution reporting by channel
  • Call reporting: volume, answered, missed, duration, and outcomes
  • Appointment reporting: booked, confirmed, showed, no-showed
  • Form, funnel, and chat-widget submissions attributed automatically
  • Compare sources side by side over any date range
  • See which source produces booked jobs, not just leads

Track the money

Pipeline reporting turns your opportunity board into a forecast. See the value sitting in each stage, what closed this month, where deals stall, and which stage is quietly eating your revenue.

  • Pipeline value by stage across every pipeline
  • Opportunities won, lost, and still open
  • Revenue closed by period, user or service
  • Stage-by-stage conversion so you can find the leak
  • Invoice and payment activity from payments & invoicing
  • Export the numbers when your bookkeeper asks

Ad performance on the Pro plan

If you run Google or Facebook ads, the Ad Manager brings that spend and those results into the same reporting view, so cost per lead and cost per booked job stop being a separate spreadsheet.

  • Google and Facebook ad reporting inside your dashboard
  • Spend, leads, and cost per lead by campaign
  • Tie ad leads to booked appointments and closed revenue
  • Compare paid channels against organic and referral sources

Ad Manager reporting is included on the Pro plan ($497£407/mo). Core and Growth include the rest of the reporting described on this page: dashboards, attribution, call, appointment, pipeline, and revenue reporting.

Included on every plan, and a real person sets it up with you in two 1-on-1 calls in your first week.

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The part nobody else does

Every plan comes with people, not just software.

  • White-glove onboarding. Two 1-on-1 calls in your first week: we set up the tech with you, then train you on the daily tools. Recorded, so you keep everything.
  • Live chat + video support. Talk to a human when you are stuck. Screen-share when it is easier to show than tell.
  • Bi-weekly office hours. Drop into a live session with our team every other week. Bring questions, leave with answers.
  • Courses & training videos. A course library and step-by-step feature videos included with every account. Learn at 2am if that is your speed.
How onboarding works

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Where this fits with everything else

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FAQ

Questions, answered

What can I report on in ElevateAI?

Leads created, lead sources, calls, appointments, pipeline value by stage, opportunities won and lost, revenue closed, and email and SMS campaign results, all filterable by date range, user or pipeline, and all built from the same contact records your team works in every day.

Can I see which lead sources and campaigns are working?

Yes. Every contact carries its source, so attribution reporting shows leads and booked work by channel (website forms, the chat widget, calls, Google Business Profile, referrals, and campaigns) so you can tell which ones produce paying customers rather than just traffic.

Can I track revenue and pipeline?

Yes. Pipeline reporting shows the value in each stage and stage-to-stage conversion, and revenue reporting shows what actually closed by period, user or service. Invoice and payment activity from payments and invoicing feeds the same view.

Do you report on ad spend?

Ad reporting for Google and Facebook comes through the Ad Manager, which is included on the Pro plan. On Core and Growth you still get dashboards, attribution, call, appointment, pipeline, and revenue reporting.

Can each team member see their own numbers?

Yes. Dashboards can be filtered by user, so a rep sees their own leads, appointments, and closed revenue while you keep the whole-business view. Users are unlimited on every plan, so nobody is left out to save a seat.

Can I check reports from my phone?

Yes. Dashboards and reports work in the mobile app, so you can see the day's leads, appointments, and pipeline between jobs without opening a laptop.

See the dashboard with real numbers in it.

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