Boxly Power User Guide: Reporting & Insights

Take your lead management to the next level!

Boxly Overview of Reports

• Lead Dashboard Report

• Leads By Milestones Report

• Leads By Box Report

• Leads By Channel Report

• Leads By Source Report

• Leads By Treatment Report

• Leads By Location Report

• Team Sales Report

• Reply Time Report

• Team Activity Report

• Practitioner Conversion Report

• Lost Leads Report

Reports have updated! Check out your reporting articles for the latest updates.
Latest update date: 15/10/2025

Check out the latest updates below 👇

• Faster Refresh Cycles – Key reports update every 10 minutes for real-time accuracy.

• Clickable Milestone Reports – Instantly see where each lead is now.

• Activity View – Track everything that happened during your selected timeframe.

• Improved Team Tracking – Reports now credit the person who actually took the action.

Check out Boxly’s Power-User Video Guides

1. Boxly Power User Guide: The Overview

2. Boxly Power User Guide: Account Settings & Admin Setup

3. Boxly Power User Guide: Boxes & Workflow Automation

4. Boxly Power User Guide: Channel Integrations

5. Boxly Power User Guide: Marketing Pro & Campaigns

6. Boxly Power User Guide: Reporting & Insights (you’re here)

Stuck? We’re Here to Help!

You can contact our Customer Success Team for any assistance at [email protected] but rest assured you and your team should find everything pretty straightforward to set up. 🥳

Don’t miss out, click below to join the next Webinar Training session and take your Boxly skills to the next level!