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Reporting

Understand how your leads and team are performing

Boxly Reporting: Old vs New Reporting

Boxly Reports Overview

Lead Dashboard Report

Leads by Milestone Report

Leads by Box Report

Leads by Channel Report

Leads by Source Report

Leads by Location (Location Plan Only)

Leads by Treatment Report

Leads by Referral Report

Team Sales Report

Reply Time Report

Team Activity Report

Practitioner Conversion Report

Lost Leads Report

📊 Reports Update: 15 Oct 2025

Email Reporting

UTM Reporting in Boxly

Ad Spends Report

📊 Google Campaign Report

Snapshot Report

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