Reports and Numbers in OneWindow
OneWindow gives you a calm, clear overview of your working day without burying you in complex dashboards. The Numbers module (included in Business and Pro) tracks operational metrics that matter for client acquisition.
What Metrics Are Tracked
| Metric | What It Shows | Where to View |
|---|---|---|
| Total Enquiries | Number of customer requests submitted through website forms over a selected time period (today, this week, this month). | Dashboard & Leads List |
| Pipeline by Status | How many leads are currently New, Contacted, Qualified, or Won. | Leads & CRM Kanban |
| Bookings Count | Confirmed vs. cancelled appointments on your calendar. | Calendar & Bookings |
| Lead Acquisition Source | Where the enquiry originated (e.g., Organic Search, Google Ads, Direct Visit, Social Links). | Lead Detail Card |
Operational Data vs. Accounting Revenue
OneWindow metrics track customer activity and lead volume. They are operational indicators for marketing and sales follow-up, not formal accounting or financial revenue records, unless an external accounting module is separately connected.
How to Review Your Numbers
- Log into your admin panel:
https://yourcompany.com/admin. - On the Dashboard, view the summary tiles:
- Active Leads: Enquiries requiring team follow-up today;
- Upcoming Bookings: Client visits scheduled for this week;
- Conversion Ratio: Percentage of new leads converted to confirmed bookings.
- To filter by date range, use the period selector (Today / Last 7 Days / Last 30 Days).
How to Use These Numbers to Grow
- High website visits, but few enquiries: The offer or contact form may need clearer wording or a stronger call-to-action.
- Many enquiries, but low booking rate: Look at the time elapsed between enquiry arrival and team follow-up. Faster replies dramatically increase conversion.
- Identifying Top Channels: Check lead sources to see which marketing channel (Google, local listings, social media) drives your highest-value clients.
Next step: In case of unexpected issues, review Troubleshooting OneWindow.