PandaCue Insights reports

Who can do this: Team members with access to Reports
Where to find it: Apps › Reports › PandaCue Insights

Insights across invoices, estimates, leads, work items, conversations, forms, booking, the waitlist, automations, stock and staff. These reports are in the PandaCue Insights group.

Before you start

• Reports included: AR Aging / Overdue Invoices, Estimate Conversion, Lead Pipeline Funnel, Work Items Throughput, Conversation Volume & Response, Form Submissions, Online / Express Booking Conversion, Waitlist Conversion, Automation Runs, Product Low Stock, Staff Utilization.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Reports.
2. Expand the PandaCue Insights group in the sidebar, or search for the report by name.
3. Select the report you want to open.

Result

The report opens with your business data.