UniMetric · Content and management
Agency management reports: case funnel, revenue and consultants
Every week the agency manager wants three things: how many leads became cases, how much was contracted and collected, and which consultant is stuck where. All of it comes from the case data itself.
The UniMetric management reports module is the agency manager's dashboard: the lead-to-contract funnel with conversion per stage, contracted and collected revenue by month and service, workload and output per consultant, popular destinations, deadlines at risk, and custom reports with Excel export.
Interactive recreation
Switch the range.
What is inside
- Lead-to-contract funnel with conversion per stage
- Contracted and collected revenue by month and service
- Open, closed and abandoned cases per consultant
- Most requested destinations and subjects
- Deadlines at risk in the next 30 days
- Report builder with filters and Excel export
On the phone
The manager sees three cards on the phone: new cases this week, collected this month, deadlines at risk; each opens its full report and charts scroll under the finger.
Switch the range.
Topics on this page
- education agency management reports
- consultancy sales funnel
- lead conversion rate
- revenue report
- consultant performance
- manager dashboard
Questions we hear a lot
Where do the numbers come from?
From the same cases, contracts and payments the consultants recorded; the report shows the source and date of every figure.
Can a weekly report run automatically?
Yes. A scheduled report goes to the manager's email or messenger.