16.1 Reporting Hub Overview

Accessing:

Click the Reporting icon (often a graph or chart symbol) in the main left-hand navigation menu. This section consolidates several focused reports.

Purpose:

To provide detailed, quantitative analysis of specific aspects of your agency's operations managed through Close Master, enabling data-driven decision-making.

Key Features & Considerations:

  • Report Categories: The Reporting section is typically organized into tabs or sub-sections focusing on specific areas, such as:
    • Ads Reporting (Google Ads, Facebook Ads)
    • Attribution Reporting (Lead Source Analysis - Very Important!)
    • Call Reporting
    • Agent Reporting
    • Appointment Reporting
  • Date Range Filter (CRUCIAL): Located prominently (usually top right), always use the date selector to choose the specific time period you want to analyze (e.g., Last 30 Days, This Quarter, Year to Date, Custom Range). All reports within this section will dynamically update to reflect data from your selected timeframe.
  • Data Accuracy Dependencies (READ CAREFULLY): The insights you gain from these reports are only as good as the data feeding into them. Accuracy relies on several factors being correctly implemented and consistently maintained:
    • Connected Integrations (Settings → Integrations): Your Google Ads account, Facebook Ads account, and Google Business Profile must be properly connected. Payment gateways are needed for revenue tracking.
    • Correct Ad Tracking Setup (UTMs & Click IDs - See 16.2): Your Google Ads and Facebook/Instagram Ads must have the correct Close Master tracking templates or URL parameters applied to accurately pass source information. Google Ads Autotagging should be ON.
    • Consistent LC Phone Usage: Call reporting relies on calls being made and received through your purchased Close Master phone numbers.
    • Diligent Opportunity Management: Attribution and Agent Reporting heavily depend on agents consistently updating Opportunity statuses (Open, Won, Lost, Abandoned) and accurately entering the Lead Value (estimated commission $) on each deal record (See Chapter 5).
    • Diligent Appointment Status Updates: Appointment Reporting (especially Show Rate) is completely dependent on agents manually updating the status of past appointments in Calendars to Showed or No Show (See Chapter 8.2).
    • Consistent Lead Capture Methods: Using integrated Forms, Lead Ads, Calendars, and properly configured external source integrations ensures leads are captured with trackable source information.