How do I keep track of the business without opening ten screens?
Tracking too much is as bad as tracking too little: checking conversion hour by hour just makes you react to noise. The way out is to settle on a routine — what you look at daily, what you look at weekly, and what reaches you on its own.
Before you start
- What you can see depends on your role — see the roles and permissions reference (Portuguese).
- Numbers only mean anything with tracking working.
Daily: only what needs action today
- The day's sales, in Sales.
- Conversations with no reply, in Contacts.
- Failed charges, if you sell on a recurring basis — see subscriptions and failed charges.
Nothing else. The rest does not change what you do today.
Weekly: the trend
- Conversion by funnel stage, in Funnels.
- Cost and return per campaign — measure campaign ROI.
- Growth and quality of your contact base, in Contacts.
- Affiliate performance — track affiliate performance.
Monthly: closing the books
- Reconcile sales, with fees, refunds and commissions.
- Plan usage — plan and limits.
- An access review — who can do what.
Use the Dashboard as your starting point
The Dashboard summarises the period and gives you shortcuts. It answers "how are we doing?"; the specific areas answer "why?".
Automate the routine
Automatic reports deliver the summary without you opening the platform. Useful for anyone who follows the business without operating it — a partner, a manager, an agency client.
Watch out for vanity metrics
The number of leads, followers and visits all go up without revenue going up. Anchor your reading in revenue, cost of acquisition and retention.
Related
If it didn't work
- A number does not appear: check your role in no permission.
- The numbers differ between screens: confirm the same period and the same project.
- Campaign data is missing: see UTMs and lead source.