🧍

Visitors

{{TotalVisitors}}

πŸ“¦

Deliveries

{{TotalDeliveries}}

🏒

Paid Locations

{{TotalPaidLocations}}

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All Time Customers

{{TotalPayingCustomers}}

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Active Customers

{{PayingCustomers}}

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Basic Accounts

{{BasicCustomers}}

πŸ‡¦πŸ‡Ί

{{Stats.AULocs}}

Locations

πŸ‡ΊπŸ‡Έ

{{Stats.USLocs}}

Locations

πŸ‡ͺπŸ‡Ί

{{Stats.EULocs}}

Locations

πŸ“ˆ

Most Customers in One Month

{{MaxCustomers}} in {{MaxCustomersMonth}}

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Most Locations in One Month

{{MaxLocations}} in {{MaxLocationsMonth}}

Conversions

New Customers

Accounts - {{UniqueCustomers}} Download Customer Report Download Accounts Report Create basic Account Create 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}}

    Demo Date: {{x.DemoDate}} - {{x.DemoTime}}

    Source: {{x.Source}}

    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 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}} %

Accounts expiring in 3 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}}
  • 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

    • Full Conversions
      {{ WebsiteStats.attemptSuccessRates[type === 'basic' ? 'basic' : type] }}%
      {{ WebsiteStats.conversionAttempts[type === 'basic' ? 'trialBasic' : type] }}/{{ WebsiteStats.conversionCounts[type] }}
      {{ type }}
    • Get Started - Visits
      {{ WebsiteStats.conversionCounts.getStarted || 0 }}
    • Get Started - Conversion %
      {{ WebsiteStats.conversionCounts.getStartedRate || 0 }}%
    • Total Visitors
      {{ WebsiteStats.totalVisitors }}
    • Avg Session Duration
      {{ WebsiteStats.avgSessionDuration }} sec
  • Top 20 Pages
    Page Views Avg Session Conversion Attempts Conversion Att. Rate
    {{ p.url }} {{ p.views }} {{ p.avgSessionSeconds }} sec {{ p.conversionAttempts }} {{ p.conversionRate }}%
    Top Entry Pages
    Page Entries
    {{ e.url }} {{ e.count }}
  • Yesterdays performance compared to the weekly average

  • Sessions

    {{LatestGoogleAnalytics.TotalSessions}}

    {{LatestGoogleAnalytics.TotalSessions}}

    Pageviews

    {{LatestGoogleAnalytics.TotalPageViews}}

    {{LatestGoogleAnalytics.TotalPageViews}}

    Conversions

    {{LatestGoogleAnalytics.TotalConversions}}

    {{LatestGoogleAnalytics.TotalConversions}}

    {{LatestGoogleAnalytics.TotalConversions}}

    Conversion Percentage

    {{LatestGoogleAnalytics.ConversionPercentage}}

    {{LatestGoogleAnalytics.ConversionPercentage}}

    {{LatestGoogleAnalytics.ConversionPercentage}}

    Avg Session Duration

    {{LatestGoogleAnalytics.AvgSessionDuration}} sec

    {{LatestGoogleAnalytics.AvgSessionDuration}} sec

  • Two days ago compared to the weekly average

  • Sessions

    {{PreviousGoogleAnalytics.TotalSessions}}

    {{PreviousGoogleAnalytics.TotalSessions}}

    Pageviews

    {{PreviousGoogleAnalytics.TotalPageViews}}

    {{PreviousGoogleAnalytics.TotalPageViews}}

    Conversions

    {{PreviousGoogleAnalytics.TotalConversions}}

    {{PreviousGoogleAnalytics.TotalConversions}}

    {{PreviousGoogleAnalytics.TotalConversions}}

    Conversion Percentage

    {{PreviousGoogleAnalytics.ConversionPercentage}}

    {{PreviousGoogleAnalytics.ConversionPercentage}}

    {{PreviousGoogleAnalytics.ConversionPercentage}}

    Avg Session Duration

    {{PreviousGoogleAnalytics.AvgSessionDuration}} sec

    {{PreviousGoogleAnalytics.AvgSessionDuration}} sec

  • Totals for the last {{TotalGoogleAnalytics.TotalDays}} days

  • Sessions

    {{TotalGoogleAnalytics.TotalSessions}}

    Pageviews

    {{TotalGoogleAnalytics.TotalPageViews}}

    Conversions

    {{TotalGoogleAnalytics.TotalConversions}}

    Conversion Percentage

    {{TotalGoogleAnalytics.TotalConversionPercentage}}

    Avg Session Duration

    {{TotalGoogleAnalytics.AvgSessionDuration}} sec

  • Website referral breakdown for the last {{TotalGoogleAnalytics.TotalDays}} days

  • Performance compared to the weekly average

  • {{x.ReportDate}}

    {{x.CampaignName}}

    Clicks

    {{x.Clicks}}

    {{x.Clicks}}

    Click through rate

    {{x.Ctr}}%

    {{x.Ctr}}%

    Conversions

    {{x.Conversions}}

    {{x.Conversions}}

    {{x.Conversions}} %

    Conversion percentage

    {{x.ConversionPercentage}}%

    {{x.ConversionPercentage}}%

    0%

    Cost per conversion

    ${{x.CostPerConversion}}

    ${{x.CostPerConversion}}

    ${{x.CostPerConversion}}

  • Totals for the last {{TotalGoogleAds.TotalDays}} days

  • Cost

    ${{TotalGoogleAds.TotalCost}}

    Clicks

    {{TotalGoogleAds.TotalClicks}}

    Click through rate

    {{TotalGoogleAds.TotalCtr}}

    Conversions

    {{TotalGoogleAds.TotalConversions}}

    Conversion percentage

    {{TotalGoogleAds.TotalConversionPercentage}}

    Cost per conversion

    ${{TotalGoogleAds.TotalCostPerConversion}}

  • 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}}