FREE RESOURCE / RESULTS AND REPORTING
Separate customer enquiries, bookings and actual payments before deciding what to improve next.
Free and ungated. No email required.
Fill the totals and private evidence references in the printable PDF or editable template. The web page explains the definitions; it does not connect to your accounts or calculate results.
| Result | Which date? | What counts? | Total | Evidence / owner |
|---|---|---|---|---|
| New genuine enquiries | When the request first arrived | Count each distinct service request once. Exclude spam, staff tests and repeats of the same request. An existing customer can make a new request. | ________ | ________ |
| New appointments booked | When the booking was first created | Count each distinct booking once. Keep a reschedule linked to the original booking; note later cancellations separately. Do not substitute appointment date. | ________ | ________ |
| Appointments attended | When the appointment took place | Use staff-confirmed attendance, including appointments booked in an earlier week. A booking-link click or confirmation message is not attendance. | ________ | ________ |
| Jobs fully paid | When the final balance was received | Count each distinct job once when fully paid. Exclude unpaid invoices and deposit-only jobs; record later refunds separately. This is jobs, not unique customers. | ________ | ________ |
| Net receipts | Receipt and refund transaction dates | Successful customer receipts minus successful refunds in the period, in one currency. State whether deposits, tax and fees are included. Not profit or proven ad revenue. | ________ | ________ |
| Advertising spend | Ad account reporting dates | Record the platform-reported spend and account currency. State timezone, freshness, included accounts and any excluded fees or tax. Do not assume the figure is a final invoice. | ________ | ________ |
Write Unavailable when a source cannot be checked. Use zero only after a complete check found none. These weekly totals are separate events, not a matched customer conversion rate.
Use your existing records; a new subscription is not required. Agree who checks each number before comparing reports. The form below saves planning decisions and observed checks, not live customer totals. Enter weekly totals in the printable or editable download.
Write the business, complete date range, timezone, currency and checking time. Ask each source owner for the evidence behind their number. Keep customer names, payment details and private account exports out of a shared worksheet; record a private evidence reference instead.
This week’s bookings may follow last week’s enquiries. This week’s payments may settle older jobs. The six totals describe separate events, not the same group of customers moving through stages. The editable template includes a separate way to follow the same enquiries up to a stated review date.
Keep unknown sources visible. Record deposits, refunds, cancellations and late records with their treatment. If a figure cannot be reproduced, hold that claim for review rather than inventing a zero. Save a corrected report version and tell the same recipients what changed.
The six checks below help you review a report. A Passed label is your observation, not an automatic account audit. Assign an owner, backup and approver. A reporting improvement does not authorize ad changes, refunds, customer messages or deletion.
TEST 01
Check a record near midnight and one from a different location or currency. Compare each source date field and reporting timezone with the scorecard heading.
Each total has the right date basis, account, timezone and currency; differences are disclosed.
TEST 02
Use a sample request submitted twice, a rescheduled booking and a job paid in two instalments. Apply the stated identifier and counting rule.
One request, one booking and one fully paid job are counted; instalments remain payment transactions.
TEST 03
Compare a sample booking-link click, a confirmed appointment and an appointment whose attendance staff actually checked.
Only the staff-verified visit enters attended appointments; clicks and confirmations stay separate.
TEST 04
Review a sample won opportunity with an unpaid invoice, a deposit-only job, a fully paid job and a later refund.
Unpaid and deposit-only jobs are not fully paid; receipts and refunds follow the written money rule.
TEST 05
Use a sample enquiry with no known source and a payment report that cannot be opened. Check how the draft displays both.
Unknown source remains Unknown; unavailable payment data is not reported as zero or assigned to an ad.
TEST 06
Ask a backup to trace one total to its private evidence. Correct a sample mistake, record a new version and ask the owner to approve the next action.
The total can be reproduced; corrections, owner approval and the next review date are recorded.
Edits stay in this page until you leave. Download a record to keep them. Worksheet text is not submitted or sent to analytics.
Use your agreed process to evaluate the platform, costs and configuration that apply to your agency.
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Prepared November 2, 2026 by Kashif Rehman. Original planning examples and test records; no customer results or automatic system verification are claimed.
Product information checked November 2, 2026. Confirm current settings and account-specific terms.