Reporting
Email Reports
Track open rates and click rates. See who is engaging with your material by reviewing which clients have clicked links inside emails.
Certification Report
Track paid and pro-bono hours in an ICF-formatted report. Review the report monthly, or easily download it to send with your certification material.
Invoice Report
Review invoices created, paid invoices, and balances due. Easily manage your revenue each month to be sure no invoice is overlooked.
Projected Income
Analyze future revenue based on client agreements. Predict and minimize “roller coaster revenue” by knowing when client agreements are projected to end and when new agreements are beginning.
Income by Accounts
Identify your biggest marketing opportunities by viewing revenue organized by products and services sold.
Clients Report & Groups Report
Filter client data and create customized reports. Manage groups easily by reviewing group sizes and contacts categorized by groups.
Track Participant Course Activity
Easily coach your participants and hold them accountable with participation monitoring and direct access to participant feedback and interaction. No one will slip through the cracks, no matter how many clients or courses you have.
Other Reports
Clients Birthday -- Receive automated reminders 7 days prior to client and contact’s birthdays.
Newsletter List – Track and manage your newsletter subscribers.
Evaluation Notes – Easily review feedback provided by clients through the Evaluation Form.
All reports can be printed or exported as Excel spreadsheets.
