Reporting and Analytics — StudioM Platform Guide¶

Who this guide is for: Anyone who wants to understand how their business is performing across leads, sales, marketing, and appointments. Time to read: Approximately 9 minutes

What Is Reporting and Analytics?¶

The reporting and analytics tools give you a data-driven view of your business performance. While dashboards show live metrics at a glance, reporting lets you go deeper — building customised reports, analysing trends over time, and scheduling regular performance summaries to be emailed to you automatically.

The platform tracks data across every area: contacts and leads, pipeline deals, email and SMS campaigns, appointments, workflows, and payments.

How to Get There¶

Navigate to: Reporting (left sidebar)

Some analytics are also available within specific features — for example, email campaign stats are in Marketing → Email Campaigns, and appointment analytics are in Calendars.

Types of Reporting Available¶

1. Dashboards (Quick Visual Overview)¶

Real-time metric tiles and charts for daily monitoring. See the Dashboards guide for full details.

2. Built-in Analytics Reports¶

Pre-built reports for specific areas of the platform:

Report	What It Shows
Contact Reports	New contacts over time, contact sources, tag distribution
Opportunity Reports	Pipeline value, conversion rates, deals won/lost, stage distribution
Appointment Reports	Bookings, show rates, no-show rates, calendar utilisation
Email Performance	Open rates, click rates, bounces, unsubscribes per campaign
SMS Performance	Delivery rates, reply rates, opt-out rates
Workflow Statistics	Enrolment counts, completion rates, failed steps
Form & Survey Stats	Submission counts, conversion rates, drop-off points
Revenue Reports	Payments collected, outstanding invoices, MRR

3. Custom Reports¶

Build your own reports combining data from multiple sources — see the Custom Reports section below.

4. Scheduled Reports¶

Set reports to be automatically emailed to you (or your team) on a recurring schedule — see the Scheduled Reports section below.

Accessing Built-in Reports¶

Navigate to Reporting (left sidebar)
Select the report type from the menu
Set your date range (this week, last month, custom, etc.)
Apply any filters (specific pipeline, team member, campaign, etc.)
Read the results

Most reports can be switched between different visualisation types — number tiles, bar charts, line graphs, or tables — depending on what's easiest to interpret.

Key Metrics to Know¶

Here's a plain-English glossary of the numbers you'll see most often:

Metric	What It Means
Conversion Rate	Percentage of leads that become paying customers
Open Rate	Percentage of emails that were opened
Click-Through Rate (CTR)	Percentage of emails where someone clicked a link
Bounce Rate	Percentage of emails that failed to deliver
Show Rate	Percentage of booked appointments that were attended
No-Show Rate	Percentage of appointments where the client didn't attend
MRR	Monthly Recurring Revenue — your subscription income per month
Pipeline Value	Total estimated value of all open deals
Deal Velocity	How long, on average, deals take to move through your pipeline

Pipeline and Sales Reports¶

The opportunities reporting section shows you how your sales pipeline is performing:

Pipeline Value — total value of all open deals
Deals Won — count and value of deals closed successfully in a period
Deals Lost — count and value of deals that didn't close
Conversion Rate — percentage of leads that became won deals
Average Deal Value — typical deal size
Stage Conversion — what percentage of deals move from each stage to the next

Use the date range filter to compare this month against last month, or this quarter against the same quarter last year.

Email and SMS Analytics¶

Email Campaign Performance¶

After sending an email campaign, view its performance: 1. Go to Marketing → Email Campaigns 2. Click on any sent campaign 3. See: sent count, delivery rate, open rate, click rate, unsubscribes, bounces

SMS Performance¶

SMS analytics show delivery rates and reply rates for messages sent through the platform.

What the numbers mean for email: - Open rate above 20–25% — generally healthy for business email - Click rate above 2–3% — indicates the content was engaging - Bounce rate above 5% — your contact list may need cleaning - Unsubscribe rate above 1% — review whether your content is relevant to your audience

Appointment and Booking Reports¶

View appointment performance across all your calendars:

Total bookings in a period
Show rate (who attended) vs no-show rate (who didn't)
Bookings by calendar — compare performance between different services or team members
Booking trends — is booking volume going up or down?

Use the no-show data to evaluate whether your reminder sequences are working. A high no-show rate is often improved by adding more appointment reminders via workflows.

Workflow Analytics¶

See how your automated workflows are performing:

Enrolments — how many contacts entered a workflow
Active — contacts currently progressing through it
Completed — contacts who finished all steps
Failed — steps that encountered errors

Use workflow analytics to identify where contacts are dropping out or where steps are failing. See the Workflows guide for troubleshooting guidance.

Funnel and Website Analytics¶

If you have funnels or a website built in the platform, traffic analytics are available:

Page views and unique visitors
Traffic sources — where visitors are coming from (direct, search, social, email, etc.)
Conversion rates — what percentage of page visitors fill in a form or take the desired action
Device breakdown — desktop vs mobile vs tablet
Geographic data — where your visitors are located

Navigate to Sites → Analytics to access these reports.

Custom Reports¶

Build your own reports to analyse specific questions about your business.

Creating a Custom Report¶

Navigate to Reporting → Custom Reports
Click + Create Report
Select a report type (Contact Report, Opportunity Report, etc.)
Choose your data fields — pick the columns and metrics you want to see
Apply filters to narrow the data (e.g., only contacts from a specific source, only deals in a specific pipeline)
Set the date range
Choose a visualisation (table, bar chart, line chart, pie chart)
Click Save and give it a name

Pre-Built Report Templates¶

Not sure where to start? Use a template from the Report Template Library: - Sales Performance - Marketing ROI - Lead Generation Summary - Customer Activity - Pipeline Analysis - Revenue Tracking

Select a template, customise it for your needs, and save it.

Scheduled Reports¶

Schedule reports to be automatically emailed to you (or your team) so you never have to remember to pull them manually.

Setting Up a Scheduled Report¶

Navigate to Reporting → Schedule Reports (or find the schedule option within a report)
Choose the report type to schedule
Set the delivery frequency:
Daily
Weekly (choose the day)
Monthly (choose the date)
Add recipients — your email address and/or team members
Set the date range the report should cover (e.g., "previous week" or "previous month")
Click Save — the report will be delivered automatically on schedule

This is useful for weekly sales summaries, monthly performance reviews, or daily appointment schedules.

Attribution Tracking¶

Attribution tells you where your leads are coming from and which sources are actually generating conversions (not just traffic).

The platform tracks: - Contact source — how was this contact created? (form, import, manual, Facebook, etc.) - First touch — what was the very first thing that brought this person to you? - Last touch — what was the most recent touchpoint before they converted?

Understanding attribution helps you decide where to invest your marketing budget — if 80% of your paying customers come from referrals, that's worth knowing.

Best Practices¶

Look at trends, not just totals — a conversion rate of 15% means little without knowing whether it was 12% last month or 20%
Compare like for like — compare this January to last January, not this January to last December (seasonal variation distorts comparisons)
Act on what you see — reporting is only useful if it leads to decisions; if your no-show rate is high, add more reminders
Review consistently — weekly check-ins on key metrics keep you ahead of problems; monthly deep-dives help with strategy
Focus on a few key metrics — tracking 30 numbers leads to tracking nothing; pick the 5–8 that matter most for your business

Common Questions¶

Q: How up-to-date is the data in reports? Most data updates in real time or near-real time. Slight delays may occur for some data sources. Reports always show data as of the time you run them.

Q: Can I export reports to a spreadsheet? Many reports support CSV export — look for the Export button or download icon. Some visualisation-only reports may need to be screenshotted instead.

Q: How do I track which marketing channels are generating the most leads? Use the Contact Source report in the Contacts analytics section. You can see a breakdown of how contacts were created (form, import, Facebook, etc.).

Q: Can I see the history of a specific contact's interactions? Yes — open the contact record and click the Activity tab. You'll see a full timeline of every interaction, message, note, and workflow event for that contact.

Q: What's the difference between delivered and opened for email? Delivered = the email reached the recipient's inbox (wasn't bounced). Opened = the recipient clicked on the email to read it. An email can be delivered but not opened.

Need Help?¶

Contact StudioM Support any time.

Email: support@makoa.us
Live Chat: Available inside the platform

Related guides: Dashboards · Workflows (Automations) · Email Campaigns · Opportunities and Pipeline