Card reference¶

Every card you can add, in the groups the Add Report Card box uses. The Popular group at the top of that box repeats six of these so they're quick to find.

Unless a card says otherwise, it counts what happened in the dashboard's date range.

Clients¶

Card	What it shows
New clients	How many new clients were added in the date range.
Client statuses (new clients)	The current status of clients who were added in the date range.
Client status changes	How many clients moved into each status during the date range.
Custom field changes	How often each value of a client dropdown field was chosen in the date range.
Client list	A list of your clients with the columns you choose. Ignores the date range.
Cohort report	Groups clients by when they started and shows how many reached each later stage.
Time between changes	How long clients take to get from one status, manager or field value to another.
Form submissions	How many of your web forms were filled in over time.

Sales & Accounting¶

These cards need View Invoices.

The Accounting dashboard: Outstanding balance as four totals, Unpaid invoices by age as a table with each invoice's days overdue and age bucket, Invoice status summary, and Average days to get paid

Card	What it shows
Unpaid invoices by age	Money owed to you, grouped by how many days the invoices are overdue. Uses today, not the date range.
Revenue by period	Your invoiced or paid revenue for each week, month or year.
Invoice status summary	How many invoices are paid, unpaid or overdue.
Sales by client	Which clients you invoiced the most in the date range.
Sales by product or service	Which products and services brought in the most revenue.
Tax collected	How much sales tax you collected in each period.
Quote performance	How many quotes were sent and how many turned into invoices.
Average days to get paid	How long clients take, on average, to pay an invoice.
Outstanding balance	How much your clients still owe you. Uses today, not the date range.
Sales or quotes by team member	The value of invoices or quotes for each team member or client manager.
Quotes and invoices list	A list of your quotes and invoices you can filter and open.
Payments received	How much money came in from paid invoices over time.
Open quotes	Quotes still waiting on an answer right now. Ignores the date range.

Calls¶

Card	What it shows
Calls	How many calls your team made and received.
Answered calls	How many calls were answered compared with missed.
Calls by team member	How many calls each person on your team handled.

Email¶

Card	What it shows
Email performance	Opens, clicks and conversions for your email campaigns and bulk sends.

Messaging¶

Card	What it shows
Text messages	How many text messages were sent and received over time.

Team¶

Card	What it shows
Team activity	Calls, emails, messages, forms, bookings and automations for each person on your team.
Calendar bookings	How many meetings and appointments were booked.
Automation runs	How often your automations ran, or how often they ran into a problem.

Workflow notes¶

Card	What it shows
Open workflow notes	Workflow notes that are still open right now.
Overdue workflow notes	Workflow notes that are past their due date.
Workflow notes created	How many workflow notes were created in the date range.
Workflow notes completed	How many workflow notes were marked done in the date range.

Custom tables¶

Card	What it shows
Table column changes	How often each option of a table column was chosen in the date range.
Table rows	Rows from one of your custom tables, as a list or a board. Ignores the date range.

For exactly how the totals on a card are worked out, see Read the numbers.