How to find your Treatment Report
Click on the Reporting icon in your left toolbar In the dropdown list of reports you’ll see on the left, click into the Treatment Report to explore.
Leads by Treatment Report
Your Leads by Treatment Report shows you all treatments, with the option to click on individual leads to see more details. A total number will be displayed at the bottom of the report.
For example it will say something like:
Last refreshed: 7 minutes ago
The columns in your Treatment Report are Qualified leads & your Milestones.
The Qualified leads columns: displays the number of leads from each treatment after removing any leads marked as Spam, Other, and Binned from Incoming.
Milestone columns: you can decide which (if any) of your Milestones to column to include in the report. Your Won Milestone is connected to your values (revenue) and will display how much each of the Treatments brought in.
What are Milestones?
Milestones are a flexible way to track all the meaningful moments that happen in your pipeline, they are the key checkpoints in your sales journey that help you measure lead progression.
They’re tied to your Boxly Stages, so as leads move through your pipeline, Boxly automatically tracks when they pass each milestone.
If you want to add the values of the milestones as columns to your view, simply click on the top “Milestones” button and select the milestone you want to display.
Filtering your Treatment Report
Available filters include: User, Lead source, Channel, and Box.
Click on “Add Filter” Select the filter you want applied, like Sources
The Filter’s options will appear next to “Add Filter”, select the specific filter within the category you chose. you can chose as many as you want.
Click “Apply Filter” button on the right and yout filter will apply to your report, when you’re done simply click on the red “Clear Filter” button that appears once you’re in a filtered view.
You can click into further into the report to show the leads that make up the data.
From there you can look into individual leads contact info
Export your Treatment Report
Click on the top Export button to export your Treatment report.
If any filters are active, your exported report will only reflect the data you’ve chosen.
In the example below, your Treatment Report will be filtered by the filter you’ve chosen.
You can export into .csv & .xlsx formats
