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REPORTING & ANALYTICS

See what's working — in one dashboard, not ten.

Pinnacle Ai reporting pulls calls, appointments, pipeline, revenue and campaign results into one dashboard, with each lead tied back to the source that produced it. Instead of guessing which ad, page or referral is paying for itself, you open one screen and see how many leads came in, where they came from, how many booked, and how much money closed.

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crm.getpinnacle.ai/dashboard

One dashboard for the whole business

Your dashboard is built from widgets you choose, so the numbers you care about are the ones you see first. Leads this month, pipeline value, conversion rate, revenue closed — all in one place, for the whole team or per user.

  • Customizable dashboard widgets you drag into place
  • Leads created, appointments booked and conversion rate
  • Pipeline value and revenue in the same view
  • Filter by date range, user, pipeline or source
  • Per-user views so each rep sees their own numbers
  • Works on mobile, so you can check it between jobs
crm.getpinnacle.ai/dashboard

How do I know where my leads come from?

Every contact carries its source, so reporting can show you which channel actually produced booked work — not just clicks. Call reporting and appointment reporting sit next to it, so you can see the phone and the calendar in the same story.

  • Lead source and attribution reporting by channel
  • Call reporting: volume, answered, missed, duration and outcomes
  • Appointment reporting: booked, confirmed, showed, no-showed
  • Form, funnel and chat-widget submissions attributed automatically
  • Compare sources side by side over any date range
  • See which source produces booked jobs, not just leads
crm.getpinnacle.ai/reporting/attribution

Lead source report · last 30 days

SourceLeadsBooked
Google Business Profile14862
Website chat widget9638
Facebook ads7421
Referrals3519

Calls, forms and chats attributed automatically

Track the money

Pipeline reporting turns your opportunity board into a forecast. See dollars sitting in each stage, what closed this month, where deals stall, and which stage is quietly eating your revenue.

  • Pipeline value by stage across every pipeline
  • Opportunities won, lost and still open
  • Revenue closed by period, user or service
  • Stage-by-stage conversion so you can find the leak
  • Invoice and payment activity from payments & invoicing
  • Export the numbers when your bookkeeper asks
crm.getpinnacle.ai/reporting/opportunities

Pipeline by stage

  • New lead$32.4k
  • Estimate sent$61.8k
  • Scheduled$28.1k
  • Won$44.6k

Revenue

$44,620

Closed this month · 38 won of 121 opportunities

Ad performance on the Pro plan

If you run Google or Facebook ads, the Ad Manager brings that spend and those results into the same reporting view — so cost per lead and cost per booked job stop being a separate spreadsheet.

  • Google and Facebook ad reporting inside your dashboard
  • Spend, leads and cost per lead by campaign
  • Tie ad leads to booked appointments and closed revenue
  • Compare paid channels against organic and referral sources

Ad Manager reporting is included on the Pro plan ($497/mo). Core and Growth include the rest of the reporting described on this page — dashboards, attribution, call, appointment, pipeline and revenue reporting.

crm.getpinnacle.ai/ad-manager

Ad Manager · Pro plan

  • Google Search · Emergency repair$612 spend · 41 leads
  • Facebook · Spring tune-up$318 spend · 27 leads
  • Cost per booked job$34.10

Included on Pro

Included on every plan — and a real person sets it up with you in two 1-on-1 Zoom calls in your first week.

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“It's great being able to have all my sales and marketing efforts in one place. Over the years I've used all different kinds of systems, built my own, pieced together systems by hand, but when using Pinnacle.ai I found that everything's there. I used to be afraid to use an all-in-one solution, but now that I'm where I am in business, it's not nearly as scary. I know it's a huge benefit and I'm learning more every day.”
Michael Fritzius
crm.getpinnacle.ai/dashboard
Leads this month353
Appointments booked140
Revenue closed$44.6k
One dashboard, every source

Keep exploring

Where this fits with everything else

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FAQ

Questions, answered

Leads created, lead sources, calls, appointments, pipeline value by stage, opportunities won and lost, revenue closed, and email and SMS campaign results — all filterable by date range, user or pipeline, and all built from the same contact records your team works in every day.

Yes. Every contact carries its source, so attribution reporting shows leads and booked work by channel — website forms, the chat widget, calls, Google Business Profile, referrals and campaigns — so you can tell which ones produce paying customers rather than just traffic.

Yes. Pipeline reporting shows dollars in each stage and stage-to-stage conversion, and revenue reporting shows what actually closed by period, user or service. Invoice and payment activity from payments and invoicing feeds the same view.

Ad reporting for Google and Facebook comes through the Ad Manager, which is included on the Pro plan at $497/mo. On Core and Growth you still get dashboards, attribution, call, appointment, pipeline and revenue reporting.

Yes. Dashboards can be filtered by user, so a rep sees their own leads, appointments and closed revenue while you keep the whole-business view. Users are unlimited on every plan, so nobody is left out to save a seat.

Yes. Dashboards and reports work in the mobile app, so you can see the day's leads, appointments and pipeline between jobs without opening a laptop.

See the dashboard with real numbers in it.

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No contracts · Unlimited users & contacts · Cancel anytime

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