Awaiting review: visible on preview only.
04 · Retain & Grow
Your sales and marketing numbers on one screen
Where new leads come from, what stage each deal is at, appointments, revenue, ads: all on one dashboard, no stitching spreadsheets together.
Numbers come from activity inside NEXT OS and update continuously.
New leads by week
Problem · Benefit
Decide with numbers, not gut feeling.
Three questions owners often wait a week to get answered.
Problem
Month-end means piecing numbers together from several spreadsheets, and everyone has a different version.
With NEXT OS
A dashboard that updates itself, so the whole team sees the same numbers.Problem
You pay for ads but can't tell which channel brings in paying customers.
With NEXT OS
Follow each lead from the first form fill to the closed order.Problem
You can't see where deals get stuck or who's falling behind.
With NEXT OS
Pipeline reports by stage and by owner.
Features
Three kinds of reports you'll use every day.
01
Custom dashboards
Drag widgets onto a dashboard: new leads, opportunities, appointments, revenue, conversations awaiting reply. Each person can have their own dashboard, and the owner gets an overall one.
- Choose the widgets you need
- Filter by date range and owner
- Share dashboards by role
Custom dashboardsReporting
- Choose the widgets you need
- Filter by date range and owner
- Share dashboards by role
02
Lead sources and ads
See which form, page and campaign each new lead came from. Connect your Facebook and Google ad accounts to see spend next to the leads and orders it brings in.
- Lead sources by channel and campaign
- Facebook and Google ad reports
- From the first form fill to the order
Lead sources and adsReporting
- Lead sources by channel and campaign
- Facebook and Google ad reports
- From the first form fill to the order
03
Sales, appointments and follow-up
Pipeline reports by stage and owner, conversion between stages, and appointments booked, attended and missed. You can also see email opens and clicks, and how your workflows perform.
- Pipeline by stage and owner
- Appointments: booked, attended, no-show
- Email and automated workflows
Sales, appointments and follow-upReporting
- Pipeline by stage and owner
- Appointments: booked, attended, no-show
- Email and automated workflows
How it works
Numbers to look at from week one.
Reports fill up as your team works in NEXT OS.
- 01
Connect your data sources
Forms, pages, appointments and pipelines are already in NEXT OS. Connect ad accounts if you need them.
- 02
Pick your widgets
Use the default dashboard or drag in the widgets you want.
- 03
Review and share
Filter by date and owner; share dashboards with managers and the team.
Works with
Numbers from the channels you already run.
-
FacebookFacebook ad reports
-
GoogleGoogle ad reports
-
Google CalendarAppointments sync into your reports
-
StripeRevenue from card payments
Pricing
Included in plans: Reporting
Included from the Starter plan. Pay yearly and 2 months free; 14-day free trial.
Starter
2,590,000 VND/month
Dashboards, lead source, pipeline and appointment reports
Professional
3,490,000 VND/month
All reports, shared with a team of 5 users
Growth
4,990,000 VND/month
All reports, 30 users, 1-on-1 strategy consulting
See plan limits on the Pricing page.
See pricingTry 14 days freeGuides
Step-by-step guides
Detailed walkthroughs in the Help Center.
FAQ: Reporting
Where does report data come from?
From activity in NEXT OS itself: forms, pages, conversations, appointments, pipelines, payments and email. Ad data comes from the ad accounts you connect.
Can I choose which numbers to see?
Yes. A dashboard is built from widgets. You can add, remove and rearrange them, and filter by date range and owner.
Can staff see company-wide numbers?
That depends on permissions. You decide who sees which dashboard; staff can be limited to their own numbers.
Can I export reports to Excel?
Contacts, opportunities and many reports export to CSV, which opens in Excel or Google Sheets.
Can reports show which ads lead to orders?
Yes, when customers come through forms or pages on NEXT OS and your ad accounts are connected. Accuracy depends on how each campaign is tagged; the NEXT team will guide you when you set up.
See your business numbers in one place.Try it free for 14 days.
The NEXT team builds your first dashboard around the metrics you care about.