Reporting

One screen answers where new business actually came from.

Attribution by partner, source, and time period. Revenue by referral channel vs everything else. Board-ready, exportable, real-time.

Dana Whitfield
86%$148,200
Jordan Meeks
62%$106,900
Priya Shah
44%$75,400
Direct inbound
32%$54,800
Website
18%$31,200
Revenue by source

Slice it how you need

By partner

Which partners drive the most revenue, highest close rate, fastest cycle.

By source

Referral link vs email forward vs portal vs Slack. Know what works.

Exportable

Board-ready reports. CSV, PDF. No end-of-quarter scramble.