Inbound reports

Open Form routing and choose the report that matches your question.

• Routing Insights follows submissions through qualification and booking, using Submission date.

• Booking Insights compares meeting outcomes and owner workload, using Meeting date.

• Routing Logs shows individual submissions and their routing context.

The reports use different date fields, so their totals need not match for the same date range. A form submitted this week can produce a meeting scheduled next month.