Reports
Tasks and team performance
Tasks made, done and overdue, and each person's leads, quotes, bookings, revenue, replies and tasks side by side.
- 1 min read
- Checked against MoveBoard
- For owners & admins
Two areas of Reports look at how your office works.
| Report | Area | What it tells you | The dates are |
|---|---|---|---|
| Task Performance | Tasks | Tasks made, completed and overdue, by employee. | made, completed or due in the period; overdue as of now |
| Team Performance | Office Performance | Leads, quotes, bookings, revenue, replies and tasks done, for each person side by side. | leads by the day they came in; revenue by move date; tasks and messages by their day |
A person who only sees their own orders gets figures for their own orders in these too.
Related guides
- ReportsRead a reportPick the period and what to compare with, narrow it with filters, read the figures, chart and table — and click any number to see the orders behind it.
- ReportsSales reportsLeads, conversion, the funnel, the pipeline, lost leads, response time and each salesperson's numbers — the eight Sales reports.
- ReportsCommunication reportsTexts, emails, calls, how fast your team answers customers, and what the AI receptionist handled.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.