Dashboard

Reports

Generate a frozen snapshot of a period's core numbers and share it on a link that needs no PYLO login.

Read as Markdown

Reports (titled Client Reports on the page) lets you generate a snapshot of a period's core sales numbers and share it with anyone, such as a client or a business partner, on a link that needs no PYLO login. Each report is frozen when it is generated, so the figures on the link do not change afterwards.

Who can open it

Reports is part of the Operator OS plan. On any other plan the page shows a card saying client reports are not part of your plan yet. In the sidebar it appears under Operator, for owners, admins and ops on that plan.

Only owners, admins and ops can generate and delete reports. Other members on the plan can see the list and copy share links.

Generating a report

Click + Generate Report, pick the start and end dates (the last seven days are filled in for you) and click Generate. The end date must be on or after the start date. The new report appears at the top of the list.

Each report in the list has Copy Share Link, which copies the public link to your clipboard. Owners, admins and ops can also delete a report. Deleting it stops the share link working, and PYLO asks you to confirm first.

What the report shows

The shared page is headed PYLO weekly report with the period's dates, and shows six figures:

Cash Collected, Closes, Calls Booked, Show Rate, Close Rate and AOV. What each counts is in What the figures mean, at the end of this page, the same explanations the Agency Dashboard and Ask PYLO give.

The figures are stored when the report is generated, together with your workspace's currency at that moment. Changing a setting later does not relabel a closed period. Anyone viewing the link can print it with the print button.

Common questions

Why does the close count on the report differ from the close rate? Closes counts every closed deal, including ones logged without a call, while Close Rate only uses live calls. This matches the dashboard's Revenue booked tile and close rate.

Why does the shared link say it is no longer valid? The report has been deleted, or the link is incomplete.

Why does a rate show a pending mark? With nothing to divide by in the period, for example no live calls, the report shows no rate rather than 0%.

What the figures mean

Each explanation below is generated from PYLO's metric registry, the same source Ask PYLO and Claude quote from, so the docs and their answers always agree.

PYLO weekly report, on a shared report

Period, unless a figure says otherwise: Bucketed on the call's scheduled time, converted to Europe/London before the date is taken. Both ends of the period are included.

Calls booked

Calls scheduled into this period, whatever became of them.

• Leaves out: Voided calls (test, duplicate, spam or other) are left out of every count.

Live calls

Calls that took place. A no-show, a cancellation and a reschedule are the closed set that did not, and a close written with no call behind it is excluded by was_a_call.

• Leaves out: No-shows, cancellations and reschedules: they did not take place. A close written with no call behind it (was_a_call false), such as a close made over DM. Voided calls (test, duplicate, spam or other) are left out of every count.

Closes on live calls

Live calls that closed or took a deposit. Live-scoped on purpose, so it sits inside the live-call count it is quoted against.

• Leaves out: Closes made over DM or recorded as a payment only: they were never live calls. Voided calls (test, duplicate, spam or other) are left out of every count.

Show rate

Live calls as a share of live calls plus no-shows. A cancelled or rescheduled call is in neither side.

• Counts: Live calls, out of Live calls plus no-shows.
• Leaves out: Cancelled calls are in neither side. Rescheduled calls are in neither side. A close written with no call behind it (was_a_call false) is not a live call. Voided calls (test, duplicate, spam or other) are left out of every count.

Close rate

Closes as a share of live calls. A cancelled or rescheduled call is in neither side.

• Counts: Closes on live calls, out of Live calls.
• Leaves out: Cancelled, rescheduled and no-show calls are in neither side. Closes made over DM or recorded as a payment only are in neither side. Voided calls (test, duplicate, spam or other) are left out of every count.

Cash collected

Money actually received in this period, net of refunds issued in it.

• Period: Bucketed on the payment's paid_at date in Europe/London. A refund is netted out on its own refund date, so a past period is never rewritten.

Closed deals

Every call that closed or took a deposit in this period, whether or not a live call sat behind it.

Average cash per deal

Cash collected in this period divided by the deals closed in it. The numerator is money received and not revenue booked, so this is not the mean of a revenue figure.

• Counts: Cash collected, out of Closed deals.
• Period: Bucketed on the payment's paid_at date in Europe/London. A refund is netted out on its own refund date, so a past period is never rewritten.

Client Reports

Cash collected

Money actually received in this period, net of refunds issued in it.

• Period: Bucketed on the payment's paid_at date in Europe/London. A refund is netted out on its own refund date, so a past period is never rewritten.

Closed deals

Every call that closed or took a deposit in this period, whether or not a live call sat behind it.

• Period: Bucketed on the call's scheduled time, converted to Europe/London before the date is taken. Both ends of the period are included.