Visitors
{{TotalVisitors}}
Deliveries
{{TotalDeliveries}}
Customers
{{TotalPaidCustomers}}
Paying Customers
{{PayingCustomers}}
Paid Locations
{{TotalPaidLocations}}
Trial Accounts
{{TrialCustomers}}
Basic Accounts
{{BasicCustomers}}
{{AULocs}}
Locations
{{USLocs}}
Locations
{{EULocs}}
Locations
Most Customers in One Month
{{MaxCustomers}} in {{MaxCustomersMonth}}
Most Locations in One Month
{{MaxLocations}} in {{MaxLocationsMonth}}
FY{{CurrentFYNumber}} Churn Rate
(FY{{LastFYNumber}}: {{LastFYChurnRate}}% - {{LastFYChurnCount}} lost){{CurrentFYChurnRate}}%
{{CurrentFYChurnRate}}%
{{CurrentFYChurnCount}} lost - Target < 7%{{CurrentQuarterName}} Churn Rate
({{LastQuarterName}}: {{LastQuarterChurnRate}}% - {{LastQuarterChurnCount}} lost){{CurrentQuarterChurnRate}}%
{{CurrentQuarterChurnRate}}%
{{CurrentQuarterChurnCount}} lost - Target < 1.75%{{CurrentMonthName}} Churn Rate
({{LastMonthName}}: {{LastMonthChurnRate}}% - {{LastMonthChurnCount}} lost){{CurrentMonthChurnRate}}%
{{CurrentMonthChurnRate}}%
{{CurrentMonthChurnCount}} lost - Target < 0.58%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%{{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%Self Generated Leads
({{PreviousQuarterCleanliness.quarter}}: {{SelfGeneratedLastQuarter}} leads){{SelfGeneratedThisQuarter}}
Target is 50 per quarterTrial / Basic Usage
Accounts that have signed in a visitor at least once{{TriedIT}}%
{{Tried}} of {{Tried+ NotTried}} - Target 80%Conversions
New Customers
π₯ Sora 2 Video Generator
Generate a short clip from a prompt and reference image.
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}} |
-
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
π₯ Hot Leads - {{HotTotalLeads}}
Leads so ready, theyβre basically asking for a demo.
-
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
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}}
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}} | β¬{{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}} | β¬{{s.PriceEUR | number:2}} | {{s.UpdatedAt || s.CreatedAt}} |
No SMS bundles found.
