Reports and dashboards that show what's working

Enflow OS gives you a live dashboard of leads, pipeline value, conversion rate and deal velocity, plus reports on lead sources, team performance and lifecycle stages. Build your own dashboard layouts and share a report with someone outside your workspace by link.

Basic analytics on Core; fuller analytics on Plus and above.

How it works

  1. Open the dashboard. Key numbers for leads, pipeline and conversion are ready from day one.
  2. Make it yours. Add, remove, resize and rearrange widgets for each person.
  3. Share results. Send a read-only report link to a client or partner.

What's included

KPI dashboard

Leads, pipeline value, conversion rate and velocity.

Source attribution

Which channels bring the most qualified leads.

Team performance

Activity and results by rep and by stage.

Custom dashboards

Drag, resize and choose the widgets each person sees.

Shared reports

Read-only links for clients or partners.

Money reports with Books

Profit and loss, cash flow and job costing when Enflow Books is on.

Examples by industry

Agencies

Share a lead-source report with each client every month.

Sales teams

Weekly team performance with conversion by stage.

Event & rental companies

Which inquiry sources turn into booked events.

FAQ

Can I share reports with clients?

Yes. Create a read-only link to a report that works without an Enflow OS login.

Can each person have their own dashboard?

Yes. Dashboards can be customized per person.

Is financial reporting included?

Profit and loss, cash flow and job costing come with Enflow Books ($19/mo).

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