Visualise the performance of your events and your team through the customisable widgets on the Dashboard, and see stats such as Leads Per Day, Top Performer and Email Open-Rates.
Within the event form, make sure you’re in the ‘DASHBOARD’ tab. Scroll the page to view the performance and question widgets available.
Select the yellow ‘Report Options’ button at bottom right of the screen and click the spanner icon to open the Interactive Report Builder.
Adjust the date range to see event performance over a specific timeframe and select the widgets you want to add/remove from the report. Once happy, click outside of the dialogue box to go back the Dashboard.
Click the yellow ‘Report Options’ button and then the download symbol. This allows you to save your Executive Summary as a PDF or print it to share with the team.
For more information, please click below and view the PDF guide with videos