Reports

Sales report

Depending on the service you offer within the system, it provides you with detailed results with percentages of your sales staff or team based on advertising or organic sources. By using filters, you can get a lot of relevant information from this report, such as user performance or which transactions customers prefer. You can export your report whenever you want. You have a chance.

 

 

Advertising Report

You can see the returns according to sales platforms with advertising reports. By always reviewing your advertising performances, you can compare the success rates of your advertising channels and edit your ads according to the results. One of the main features of the advertising report is that it even allows you to see how much turnover you have generated from your ads. You have the opportunity to export your report whenever you want.

 

 

Lead Report

It offers a high-performance report of tracking your potential customers (leads) coming from your advertisements and sales efficiency. You will receive a very detailed report of the balance status of your leads, from the minute they enter the system to the minute the staff sends the first message. You can increase the diversity of your report by using filters. You have the chance to export your report whenever you wish.

 

 

CRM Message Report

The system can be customized to display specific details of your messaging interaction based on the user or the communication platform used. This feature allows you to analyze and optimize your messaging strategies with precision and adaptability. You have the opportunity to export your report whenever you want.

 

 

Call Center Report

Integrating your phone system with CRM not only makes communication easier but also provides valuable information about your calls. It provides detailed data such as call duration and frequency, allowing you to measure communication effectiveness and make informed decisions. It increases customer satisfaction and builds stronger relationships. You have the opportunity to export your report whenever you want.

 

Reports is one of the modules in MetoCRM, the medical tourism CRM built for clinics and health tourism agencies. The sections below cover what it does in day-to-day work.

Four questions a clinic has to be able to answer

Which campaigns produced patients rather than enquiries. Which consultants convert and which only collect. Which treatments actually sell at the price you set. And how much of the month's revenue came from advertising you paid for versus organic and referral. Most clinics selling abroad can answer none of these with confidence, because the evidence is spread across ad platforms, spreadsheets and personal phones.

MetoCRM's reports answer them from your own data, because the source, consultant, treatment and offer are recorded on the patient as the work happens rather than reconstructed afterwards.

  • Sales report by consultant, team and advertising or organic source
  • Advertising report showing turnover generated per channel
  • Lead report on incoming enquiries and how they were handled
  • Call and message reports on actual communication activity
  • Filter and export any report when you need it elsewhere

Comparing channels on revenue, not volume

Ad platforms report the cost of an enquiry. They cannot report what that enquiry became, because the booking happens weeks later, in your CRM, after a video call and two revised quotes. This is why platform-reported cost per lead is such an unreliable guide to where budget should go.

The advertising report closes that loop: because customer source travels with the patient through to a closed sale, you can compare channels on turnover generated rather than leads delivered — and see the same comparison per consultant, which frequently explains more than the channel data alone.

Making reports trustworthy

A report is only as accurate as the discipline behind it. If sources are left blank, statuses are never updated and offers are sent from outside the system, the report will be confidently wrong, which is worse than having none.

The work is upstream: keep customer status current, record products properly so offers are priced from a real list, and let lead distribution attach the source automatically rather than relying on someone to type it.

Frequently asked questions

Yes. Reports can be exported when you need to work with the data elsewhere or share it with a partner or agency.

Yes. Sales reporting breaks down by salesperson and team, which is what lets you separate a channel problem from a handling problem — the two look identical in totals.

It shows the turnover generated from your advertising, not just the number of leads delivered. That is the difference between knowing a campaign was busy and knowing it was profitable.

Platforms count enquiries at the moment they are generated; your CRM counts what those enquiries became, often weeks later. The two will never match, and the CRM figure is the one tied to money received.

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