• Agent Reporting

  The Reporting Tab includes a specific report on “Agent Reporting.” This allows you to track information about your team and users within HUXLEY. Perhaps you have a sales team or other team members you want to view statistics on. Agent Reporting lets you view Opportunities and Conversions, email and SMS stats, and more. Step 1: Accessing The Report Navigate to the Reporting section of HUXLEY. Click “Agent Reporting”. In the Agent Reporting Dashboard, you’ll see some filters and options inFew readers

• Google Ads Reporting

  The Reporting Tab includes a specific report on your Google Ads data. If you’ve integrated a Google Account and are using Google ads, you can view your ad data here. Note: To view the Reporting for the Google ads please make sure that the Google account you are connecting is also registered on the Google Ads platform, and has maximum permissions as an administrator. Step 1: Accessing The Report On the main Dashboard, look for the "Reporting" tab in the left-hand menu and click oFew readers

• Facebook Ads Reporting

  The Reporting Tab includes a specific report on Facebook Ads. You can view your ad data here if you’ve integrated your Facebook account and are using Facebook for ads. Facebook Ads are a great way to promote your business, but you must ensure they’re set up correctly. If you don’t have the correct settings in place, it could cost you money and waste time. We'll show you how to check your Facebook ad setup so you can get the most out of them and how to view reporting within HUXLEY. Setup and DFew readers

• Appointment Reporting

  Efficient appointment management is a cornerstone of successful business operations. Understanding how your appointments are being booked, which days are most popular, and how your team is performing can provide critical insights that drive business growth. This article will walk you through the enhanced Appointment Reporting feature, designed to offer a more comprehensive view of your appointment data, streamline your workflow, and optimize your scheduling efforts. How to Use the AppointmenFew readers

• Understanding Attribution Traffic Sources

  Knowing where your leads and contacts originate from is invaluable. This helps see the effectiveness of various advertising channels and guides strategic decisions on where to allocate budgets for maximum return. In the article below, we will walk through attribution in your account and even where to go to set up your ad reporting. Step 1: Grasping the Basics of Attribution Attribution is the process of identifying the channels or sources that have led to a contact or lead creation. It's esFew readers

• Advanced Data Points in Call Reporting

  This feature has a range of enhancements and features designed to streamline the call reporting experience and empower the user with deeper insights into their customer interactions. Streamlined Call Reporting Flow: We’ve reimagined the reporting interface to provide a separate view of the incoming and outgoing call reports, making it easier than ever to analyze and compare call data. Call Status breakdowns: We understand the power of seeing information about the progress and outcoFew readers

• Understanding How To Navigate and Use Your Reporting Dashboard

  The Reporting Dashboard is a feature of HUXLEY that allows you to easily pull reports and review data and metrics for a variety of predetermined reportable features. HUXLEY is capable of providing data and graphs for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointments. NOTE: If you wish to use the Google Ads or Facebook ads reports, you must have your Google and/or Facebook account integrated into HUXLEY. Overview Here’s a brief overview of the rFew readers

• Call Reporting

  Call reporting provides valuable insights into all interactions between your customers and team members. This tool helps you analyze both incoming and outgoing calls, making it easier to track performance and improve customer service. Overview of Call Reporting Call reporting includes essential details about customer interactions through calls, encompassing both incoming and outgoing communication. How to Use Call Reporting Step 1: Navigate to Call Reporting Select the "ReportFew readers

• How To Navigate and Use Reporting Dashboard

  The Reporting Dashboard is a feature of HUXLEY that allows you to easily pull reports and review data and metrics for a variety of predetermined reportable features. HUXLEY is capable of providing data and graphs for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointments. NOTE: If you wish to use the Google Ads or Facebook ads reports, you will need to have your Google and/or Facebook account integrated into HUXLEY. Here’s a brief overview of theFew readers

• Attribution Report

  Understanding The Attribution Report The Attribution Report feature empowers business owners to gain deeper insights into the lead sources and understand their marketing efforts. With this report, you can track where your leads are coming from, whether it's through the CRM UI (Manually made), third-party sources (like Zapier or other inbounds), or other avenues. You can track if your lead comes from: CRM UI (Manually made) Third-party (Zapier or via any other inbounds) Others To AcFew readers