Boxly Training Track 1 - Session 4: Reporting

GET FIT FOR BOXLY

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.

What this ‘Training Track’ series will cover

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 - Marketing: Market Like a Pro

Watch the Replay | Session 4: Reporting

Session Overview

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.

Key Topics

• 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!

Useful Links

Boxly Power User Guide: Reporting & Insights

Milestone report and conversion cards

Boxly is here to help you work smarter, not harder.
Let’s keep streamlining your lead management together!