Boxly Training Track 1: Admins & owners
Session 4: Reporting
Welcome to Session 4 of our 5-part training series designed to get you fit for Boxly! This tailor-made admin and owner track helps you optimise your workspace, fine-tune your settings, and supercharge your data attribution.
Session 1 - Plugged In: Every Channel, One Inbox
Session 2 - Powered Up: Settings & Power Moves
Session 3 - Boxes, Stages, & Automations
Session 4 - Reporting: The Numbers Don't Lie (you’re here)
Session 5 - Market Like a Pro (coming soon)
Session 4 moves beyond basic navigation into high-value reporting. We break down Boxly’s snapshot reports and performance metrics so you can quickly see what’s driving revenue, which ad channels are performing, and where your team is converting best, all in plain English, with no complex jargon.
Snapshot reporting: Daily, weekly, & monthly reports, no logging into Boxly needed
How many leads have come in & where did they come from?
How have my leads converted?
What's my return on Ad Spend & are my paid ads actually converting?
We'll go through each report and what they mean, and how they can benefit you!
Boxly Power User Guide: Reporting & Insights
Check out the video guidesMilestone report and conversion cards
Check out the articleBoxly Training Track 2: Team & General Usage Recording
28th Aug 2026 | New Boxly Training Webinar Replay
Boxly is here to help you work smarter, not harder.
Let’s keep streamlining your lead management together!
Contact us at [email protected] if you need any assistance!
