🧍

Visitors

{{TotalVisitors}}

🧍

Deliveries

{{TotalDeliveries}}

πŸ§‘β€πŸ€β€πŸ§‘

Customers

{{TotalPaidCustomers}}

βœ…

Paying Customers

{{PayingCustomers}}

🏒

Paid Locations

{{TotalPaidLocations}}

πŸ€”

Trial Accounts

{{TrialCustomers}}

πŸ†“

Basic Accounts

{{BasicCustomers}}

πŸ‡¦πŸ‡Ί

{{AULocs}}

Locations

πŸ‡ΊπŸ‡Έ

{{USLocs}}

Locations

πŸ‡ͺπŸ‡Ί

{{EULocs}}

Locations

πŸ“ˆ

Most Customers in One Month

{{MaxCustomers}} in {{MaxCustomersMonth}}

πŸ“

Most Locations in One Month

{{MaxLocations}} in {{MaxLocationsMonth}}

πŸ“‰

FY{{CurrentFYNumber}} Churn Rate

(FY{{LastFYNumber}}: {{LastFYChurnRate}}% - {{LastFYChurnCount}} lost)

{{CurrentFYChurnRate}}%

{{CurrentFYChurnRate}}%

{{CurrentFYChurnCount}} lost - Target < 7%
πŸ“‰

{{CurrentQuarterName}} Churn Rate

({{LastQuarterName}}: {{LastQuarterChurnRate}}% - {{LastQuarterChurnCount}} lost)

{{CurrentQuarterChurnRate}}%

{{CurrentQuarterChurnRate}}%

{{CurrentQuarterChurnCount}} lost - Target < 1.75%
πŸ“‰

{{CurrentMonthName}} Churn Rate

({{LastMonthName}}: {{LastMonthChurnRate}}% - {{LastMonthChurnCount}} lost)

{{CurrentMonthChurnRate}}%

{{CurrentMonthChurnRate}}%

{{CurrentMonthChurnCount}} lost - Target < 0.58%
πŸ“…

FY{{LatestFYStat.year.slice(2)}} Demo Conversion

(FY{{PreviousFYStat.year.slice(2)}}: {{PreviousFYStat.conversionRate}}% - {{PreviousFYStat.saleCount}} of {{PreviousFYStat.demoCount}})

{{LatestFYStat.conversionRate}}%

{{LatestFYStat.conversionRate}}%

{{LatestFYStat.saleCount}} of {{LatestFYStat.demoCount}} - Target 35%
πŸ“†

{{LatestQuarterStat.quarter}} Demo Conversion

({{PreviousQuarterStat.quarter}}: {{PreviousQuarterStat.conversionRate}}% - {{PreviousQuarterStat.saleCount}} of {{PreviousQuarterStat.demoCount}})

{{LatestQuarterStat.conversionRate}}%

{{LatestQuarterStat.conversionRate}}%

{{LatestQuarterStat.saleCount}} of {{LatestQuarterStat.demoCount}} - Target 35%
🧼

{{CurrentQuarterCleanliness.quarter}} Leads DB Cleanliness Score

({{PreviousQuarterCleanliness.quarter}}: {{PreviousQuarterCleanliness.cleanRate}}% - {{PreviousQuarterCleanliness.unattended}} of {{PreviousQuarterCleanliness.total}})

{{CurrentQuarterCleanliness.cleanRate}}%

{{CurrentQuarterCleanliness.cleanRate}}%

{{CurrentQuarterCleanliness.unattended}} of {{CurrentQuarterCleanliness.total}} - Target 90%
πŸ‘€

Self Generated Leads

({{PreviousQuarterCleanliness.quarter}}: {{SelfGeneratedLastQuarter}} leads)

{{SelfGeneratedThisQuarter}}

Target is 50 per quarter
πŸ“²

Trial / Basic Usage

Accounts that have signed in a visitor at least once

{{TriedIT}}%

{{Tried}} of {{Tried+ NotTried}} - Target 80%

Conversions

New Customers

πŸŽ₯ Sora 2 Video Generator

Generate a short clip from a prompt and reference image.

Accepted formats: PNG, JPG, JPEG, WEBP. Optional – leave empty for prompt‑only generation.
Generating…

Generating your video… this can take a little while.

Accounts - {{UniqueCustomers}} Customer Report Accounts Report Basic Account Free Trial

Paid customers to date (including expired) {{TotalPayingCustomers}}
Current active total paying customers {{PayingCustomers}}




Company Legacy Lite Standard Pro Valid Until Last Signed In
{{x.CustomerName}} {{x.LegacyLocations}} {{x.LiteLocations}} {{x.StandardLocations}} {{x.ProLocations}}

{{x.Subscription}}

{{x.Subscription}}

{{x.AccountValid}} {{x.LastSignedIn}}

Leads - {{TotalLeads}}

Export for MixMax
Filters
  • Name: {{x.Name}}

    Company: {{x.Company}}

    Email: {{x.Email}}

    Phone: {{x.Phone}}

    Date: {{x.Date}}

    Start Date: {{x.StartDate}}

    Last sign in: {{x.LastSignedIn}}

    Subscription: {{x.Subscription}}

    Trial Date: {{x.TrialDate}}

    Quote: {{x.QuoteNumber}}

    Invoice: {{x.InvoiceNumber}}

    General Notes

    Quick Notes

    Task Date

    View in Xero

πŸ”₯ Hot Leads - {{HotTotalLeads}}

Leads so ready, they’re basically asking for a demo.

Filters
  • Name: {{x.Name}}

    Company: {{x.Company}}

    Email: {{x.Email}}

    Phone: {{x.Phone}}

    Date: {{x.Date}}

    Start Date: {{x.StartDate}}

    Last sign in: {{x.LastSignedIn}}

    Subscription: {{x.Subscription}}

    Trial Date: {{x.TrialDate}}

    Quote: {{x.QuoteNumber}}

    Invoice: {{x.InvoiceNumber}}

    General Notes

    Quick Notes

    Task Date

    View in Xero

Expiring Accounts

If you have any accounts that are close to expiring then they will appear here

Accounts expired last month

Company Subscription Valid Until Last Signed In Last Invoice Start Date Discount
{{x.CustomerName}}

{{x.Subscription}}

{{x.Subscription}}

{{x.AccountValid}} {{x.LastSignedIn}} {{x.RenewalInfo.DateLastSent}}

Blocked

{{x.StartDate}} {{x.RenewalInfo.Discount}} %

Accounts expiring this month

Company Subscription Valid Until Last Signed In Last Invoice Start Date Discount
{{x.CustomerName}}

{{x.Subscription}}

{{x.Subscription}}

{{x.AccountValid}} {{x.LastSignedIn}} {{x.RenewalInfo.DateLastSent}}

Blocked

{{x.StartDate}} {{x.RenewalInfo.Discount}} %

Accounts expiring next month

Company Subscription Valid Until Last Signed In Last Invoice Start Date Discount
{{x.CustomerName}}

{{x.Subscription}}

{{x.Subscription}}

{{x.AccountValid}} {{x.LastSignedIn}} {{x.RenewalInfo.DateLastSent}}

Blocked

{{x.StartDate}} {{x.RenewalInfo.Discount}} %

Accounts expiring in 2 months

Company Subscription Valid Until Last Signed In Last Invoice Start Date Discount
{{x.CustomerName}}

{{x.Subscription}}

{{x.Subscription}}

{{x.AccountValid}} {{x.LastSignedIn}} {{x.RenewalInfo.DateLastSent}}

Blocked

{{x.StartDate}} {{x.RenewalInfo.Discount}} %

Update your account details

Company

Contact name

Contact email

Contact phone

Address

ABN

Website


Update

Recent transactions





Name Description Date Total Reconciled
{{x.Contact.Name}} {{x.LineItems[0].Description}} {{x.DateString}} ${{x.Total}} {{x.IsReconciled}}
  • Conversions

  • Conversion %

  • Top Pages
    Page Conversions
    {{ p.url }} {{ p.confirms }}/{{ p.count }}
  • Demos

  • Avg per month

    {{DemoTrialStats.AverageDemosPerMonth}}

    This Month

    {{DemoTrialStats.DemosThisMonth}}

    Avg per week

    {{DemoTrialStats.AverageDemosPerWeek}}

    Last Week

    {{DemoTrialStats.DemosLastWeek}}

    {{DemoTrialStats.DemosLastWeek}}

    This Week

    {{DemoTrialStats.DemosThisWeek}}

    {{DemoTrialStats.DemosThisWeek}}

    Next Week

    {{DemoTrialStats.DemosNextWeek}}

    Updating
  • Trials

  • Avg per month

    {{DemoTrialStats.AverageTrialsPerMonth}}

    This Month

    {{DemoTrialStats.TrialsThisMonth}}

    Avg per week

    {{DemoTrialStats.AverageTrialsPerWeek}}

    Last Week

    {{DemoTrialStats.TrialsLastWeek}}

    {{DemoTrialStats.TrialsLastWeek}}

    This Week

    {{DemoTrialStats.TrialsThisWeek}}

    {{DemoTrialStats.TrialsThisWeek}}

    Updating
  • Basics

  • Avg per month

    {{BasicAccountsStats.AveragePerMonth}}

    This Month

    {{BasicAccountsStats.ThisMonth}}

    Avg per week

    {{BasicAccountsStats.AveragePerWeek}}

    Last Week

    {{BasicAccountsStats.LastWeek}}

    {{BasicAccountsStats.LastWeek}}

    This Week

    {{BasicAccountsStats.ThisWeek}}

    {{BasicAccountsStats.ThisWeek}}

    Updating
  • Phone calls

  • Last Month

    {{CallStats.CallsLastMonth}}

    This Month

    {{CallStats.CallsThisMonth}}

    Avg per week

    {{CallStats.AverageCallsPerWeek}}

    Last week

    {{CallStats.CallsLastWeek}}

    This week

    {{CallStats.CallsThisWeek}}

    Updating
  • Types of calls in the last two months

  • Last months performance compared to the 6 month average

  • Impressions

    {{LatestGoogleSearchConsole.TotalImpressions}}

    {{LatestGoogleSearchConsole.TotalImpressions}}

    Clicks

    {{LatestGoogleSearchConsole.TotalClicks}}

    {{LatestGoogleSearchConsole.TotalClicks}}

    Keywords in the top 20

    {{LatestGoogleSearchConsole.KeywordsUnder20}}

    {{LatestGoogleSearchConsole.KeywordsUnder20}}

    Keywords on the first page

    {{LatestGoogleSearchConsole.KeywordsUnder8}}

    {{LatestGoogleSearchConsole.KeywordsUnder8}}

    Keywords in the top 3

    {{LatestGoogleSearchConsole.KeywordsUnder3}}

    {{LatestGoogleSearchConsole.KeywordsUnder3}}

  • Website Polls

  • {{p.question}}

    {{p.is_active==1 ? 'Active' : 'Inactive'}} Total votes: {{p.total_votes || 0}}
    • {{o.label}} {{o.votes}} votes
      {{o.percent || 0}}%

Modular Pricing

Manage the module catalogue and monthly pricing. Select a row to edit, or insert a new module below.

Loading modules...

Name Price AUD Price USD Price GBP Price EUR Updated Action
{{m.Name}} ${{m.PriceAUD | number:2}} ${{m.PriceUSD | number:2}} Β£{{m.PriceGBP | number:2}} €{{m.PriceEUR | number:2}} {{m.UpdatedAt || m.CreatedAt}}

No modules found.


SMS Bundles

Manage SMS bundle catalogue and pricing. Each bundle is a one-off purchase with multi-currency options.

Loading SMS bundles...

Bundle (SMS) Price AUD Price USD Price GBP Price EUR Updated Action
{{s.Amount | number:0}} ${{s.PriceAUD | number:2}} ${{s.PriceUSD | number:2}} Β£{{s.PriceGBP | number:2}} €{{s.PriceEUR | number:2}} {{s.UpdatedAt || s.CreatedAt}}

No SMS bundles found.