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How to Navigate and Use the Reporting Dashboard
Use the BizStackPro Reporting Dashboard to quickly access metrics and graphs for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointments—all in one place.
Bringing Marketing, Calls, and Performance Data Into One Place
Businesses often collect data from multiple systems, making it difficult to see how ads, calls, appointments, and team performance connect together.
The BizStackPro Reporting Dashboard centralizes multiple reporting tools so you can review marketing activity, attribution data, call performance, appointments, and agent metrics from one location.
Without centralized reporting, teams may miss performance trends, overlook operational issues, or struggle to connect marketing efforts to real business outcomes.
This guide will walk you through how to navigate the Reporting Dashboard so you can access reports faster, monitor trends more efficiently, and use data to make better decisions across your business.
To begin, review the overview of the Reporting Dashboard and understand how the available reports are organized inside BizStackPro.
Overview of the Reporting Dashboard
The Reporting Dashboard is your central hub for performance data in BizStackPro. It brings together a set of preconfigured reports so you can review metrics, visualize trends, and make better decisions without jumping between tools.
From this dashboard, you can access reports for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointment Reporting. Each report includes its own filters, charts, and list views.
Note: To use Google Ads or Facebook Ads reporting, you must first integrate your Google and/or Facebook accounts with your BizStackPro company.
Step 1: Access the Reporting Dashboard
- From the main BizStackPro dashboard, click Reporting in the left-hand menu.
- When the Reporting area loads, you’ll see tiles/tabs for available reports.
- Use the date range selector (when available) to choose the period you want to analyze.
You can return to the Reporting Dashboard as often as you like to monitor trends and check updated performance across connected reports.
Step 2: Understand the Available Reports
The exact reports you see depend on your account setup and integrations. Here’s what each report typically covers:
Google Ads
View impressions, clicks, conversions, and spend—often with drilldowns for campaigns, ad groups, ads, and keywords. Use it to spot winners and optimize budget.
Facebook Ads
Analyze campaigns, ad sets, and ads—plus performance metrics tied to your tracking setup. Helpful for understanding which creatives and audiences drive the best outcomes.
Attribution Report
Understand where leads come from and how they convert. Use it to connect marketing activity to pipeline progress and results.
Call Reporting
Review inbound/outbound call activity and outcomes. Useful for tracking answered vs. missed calls, call volume sources, and call history.
Agent Report
Monitor performance across users/agents—often including call activity, SMS/email stats, and related productivity metrics. Great for coaching and accountability.
Appointment Report
Track booking activity and outcomes across calendars. Helpful for understanding busy days, cancellation/reschedule trends, and top-performing calendars.
Pro tip: Use Ads reports + Attribution together to confirm which campaigns actually produce leads and revenue—not just clicks.
Step 3: Navigate Between Reports
From the Reporting Dashboard, you can switch between reports to review different parts of your performance:
- Click the tile or tab for the report you want (for example, Google Ads or Call Reporting).
- Set the date range and any available filters.
- Review charts/widgets first, then scroll to list views for deeper details.
- Return to the dashboard and open another report as needed.
Date Ranges (Including Single-Day Reporting)
Most reports include a date range selector so you can analyze performance across any period.
- Standard ranges: Select a start and end date to view metrics across that period.
- Single-day reports: Set the same date as both the start and end date to view one day of metrics.
- If data is missing: Confirm both dates are selected and that your integrations are connected for that report.
Best Practices
- Check the dashboard on a consistent cadence (daily/weekly/monthly) based on your campaign volume.
- Use reporting to spot issues early (spend spikes, missed calls, declining bookings).
- Compare time periods (this week vs. last week) to measure improvements.
- Pair Call Reporting + Agent Report to understand both call volume and agent performance.
- Pair Appointment Report with marketing reports to see how campaigns impact bookings.
Turn reporting into action
Use the Reporting Dashboard to identify what’s working, fix what’s not, and keep marketing and operations aligned with real numbers.
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Frequently Asked Questions
What is the BizStackPro Reporting Dashboard?
It’s the central place in BizStackPro where you can view metrics and graphs for multiple preconfigured reports in one area.
Which reports are available in the Reporting Dashboard?
Depending on your setup, you may see Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Report, and Appointment Report.
Do I need to integrate Google or Facebook to see ad reports?
Yes. You must integrate your Google and/or Facebook accounts with your BizStackPro company before ad reporting data can appear.
Can I review reports as often as I want?
Yes. You can open the dashboard and reports anytime to review updated metrics and trends.
How do I run reporting for a single day?
Select the same date as both the start and end date in the date picker. Both dates must match for stats to appear.
Keep every key metric in one place
From ads and attribution to calls, agents, and appointments—the Reporting Dashboard helps you monitor performance fast and make smarter decisions across your entire system.
Better visibility. Better decisions.
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