Reporting overview

Use reporting to understand how prospects move through routing and booking. Start with your routing type, then choose the report that answers your question.

Choose your reporting area

Inbound reports

Track website form submissions, qualification, and meeting outcomes.

Campaign reports

Follow routed visits from campaign links through booking and meeting outcomes.

Outbound reports

Review sales handoffs, assignments, booking conversion, and delivery health.

Open inbound reports from Form routing, campaign reports from Click routing, and outbound reports from Outbound routing. Outbound reports are available to workspace admins.

Find the right report

Report	Use it to
Routing Insights	Follow the routing process from a form submission, routed visit, or sales handoff.
Booking Insights	Review meeting outcomes and owner workload, or outbound booking conversion, channels, and delivery health.
Routing Logs	Inspect an individual submission, routed visit, or handoff and its routing context.

Compare date ranges

Each report uses a specific date field. Match the date range and filters before comparing results.

Reporting area	Routing Insights	Booking Insights
Inbound	Submission date	Meeting date
Campaign	Click date	Meeting date
Outbound	Handoff date	Handoff date

A form submission or campaign click this week can produce a meeting scheduled next month, so routing and booking totals can differ for the same date range. Both outbound insight reports use the date the handoff started.

For an individual prospect, follow Routing Logs. Personal and group booking-link CRM delivery is tracked in CRM activity, separately from routing reports.