Reports & goals

See how sales, chats and Nuha are doing. ¡ 10 guides

  1. 1Read your DashboardUnderstand the daily briefing and every number on the Dashboard, so you know what to do first each day. 3 min
  2. 2Open Reports and pick a periodSee how your whole business did in one place and switch between this month, last month, the last 30 days or a past month. 3 minOverview on every plan; full reports Basic and higher
  3. 3Check your Sales and Finance reportsSee what you sold, your best sellers, when customers pay, and how much money came in or is still owed. 3 minBasic and higher
  4. 4Check your Conversations, Pipeline and Bookings reportsSee how many chats came in, who answered them, how leads moved to won or lost, and how your appointments went. 3 minBasic and higher
  5. 5Check your Campaigns, Automations, Forms and Ads reportsSee what your WhatsApp campaigns, automations, forms and ads brought in. 3 minBasic and higher (Ads: Pro and Max)
  6. 6See what Nuha and the AI team didCheck how many replies and orders Nuha handled, what each helper did, and where your AI credits went. 2 minPro and Max
  7. 7See how each team member is doingCompare chats, replies, reply speed, orders and sales for each person on your team. 2 minBasic and higherOwners and admins
  8. 8Set a monthly sales goalSet a sales target for the month, and an optional close rate goal, so Nuha shows how much you need each day and plans how to get there. 3 minBasic and higherOwners and admins can change goals
  9. 9Get weekly and monthly reports by emailTurn the automatic weekly report and monthly sales summary on or off. 2 minOwners and admins can change them
  10. 10Download your daily numbers (CSV)Download sales, paid orders and new leads for each of the last 30 days as a spreadsheet file. 1 minBasic and higher
Reports & goals ¡ Nuha Chat Help