ONE VIEW OF WHAT MOVES GROWTH

See what worked, why it worked, and what to do next.

Every channel reports into the same ledger, so a number here means the same thing as a number there — and each one comes with the action it implies.

Every channel included

Revenue, not vanity metrics

Exports you can trust

EVERYTHING IN THE SAME LEDGER

Social

Ads

Email

SMS

Calls

Store & local

One definition of a conversion, one currency and one attribution window across all six.

The weekly report used to be three spreadsheets that disagreed. Now it is one number nobody argues with.

Megan Roberts

Head of Growth, Northwind Supply Co.

Growth overview

Last 90 days · all channels

Live

Revenue influenced

$1.24M

+24.5% vs last period

Qualified leads

3,842

+18.7% vs last period

Deliverability

98.6%

+2.1pp vs last period

AI visibility score

78

+12 vs last period

Revenue over time

Monthly · influenced

Channel mix

$1.24M

influenced

Social

28%

Ads

24%

Email + SMS

18%

Calls

16%

Store & local

14%

AI visibility trend

78 · +12

Next best actions

Win back 412 lapsed buyers

SMS · projected $12.4K

Move budget to Reels

Ads · projected +18% ROAS

Fix hours on 3 listings

Local · 1,900 monthly views

01

CHANNEL PERFORMANCE

Every channel, side by side.

Spend, share of revenue and direction of travel — for the six places your customers actually meet you.

Social

$8,400

spend

28% share

+21%

$347K revenue

Ads

$14,820

spend

24% share

+26%

$298K revenue

Email

$1,240

spend

12% share

+14%

$149K revenue

SMS

$980

spend

6% share

+31%

$74K revenue

Calls

$2,160

spend

16% share

+19%

$198K revenue

Store & local

$1,480

spend

14% share

+11%

$174K revenue

02

UNIFIED ATTRIBUTION

The whole path, not the last click.

One customer journey stitched from every touch, with revenue and conversions credited along the way.

Search ad

First touch

$96K

318 conv.

Social reel

Discovery

$74K

246 conv.

Email offer

Nurture

$88K

291 conv.

Call agent

Qualification

$62K

204 conv.

Checkout

Last touch

$92K

305 conv.

Attributed revenue

$412K

Model

Data-driven, 90-day window

Average touches to purchase

4.2

03

CAMPAIGN & CONTENT

Which campaigns earned their keep.

Reach, engagement, conversions and revenue for every campaign and every piece of content — in one sortable table.

Campaign

Channel

Reach

Engagement

Conversions

Revenue

Spring Collection Launch

Ads · Social

412,800

6.4%

1,240

$62,300

Loyalty win-back

Email + SMS

24,180

11.2%

486

$38,900

Local weekend offer

Local · Social

88,400

4.8%

312

$21,400

New arrivals digest

Email

31,600

9.1%

274

$18,700

Post-call follow-up

Calls · SMS

2,418

26.5%

198

$16,200

04

EMAIL & SMS

Deliverability and engagement, honestly reported.

Reaching the inbox is the first metric that matters. Bounce, complaint and opt-out rates sit beside the good news, never behind it.

Email

184,200 sent

Delivered

98.6%

Opened

42.1%

Clicked

6.8%

Bounced

0.7%

Unsubscribed

0.2%

SMS

42,600 sent

Delivered

99.1%

Clicked

12.4%

Replied

8.2%

Carrier blocked

0.3%

Opted out

0.4%

05

AD SPEND & ROAS

What each platform returned.

Spend, conversions, cost per acquisition and return on ad spend — counted the same way across every network.

Platform

Spend

Conversions

CPA

ROAS

What happened on the phone.

Calls are a channel with revenue attached. Outcomes, intents and transfers are counted like any campaign.

2,418

Calls answered

642

Appointments booked

410

Leads qualified

186

Transferred to a human

Top caller intents

Book an appointment

38%

Pricing question

24%

Order status

16%

Hours & location

12%

Support request

10%

07

FLOWSHOP COMMERCE

Orders, revenue and what sold.

Store performance lives with the marketing that drove it, so a product's numbers and its campaign's numbers are the same numbers.

1,884

Orders

$486K

Store revenue

$258

Average order value

How findable you are — on maps and in AI answers.

Local visibility and AI-search share of voice, tracked against the competitors you actually lose customers to.

82

Visibility

Local visibility score

Map pack appearances

18,400 / mo

Direction requests

2,140 / mo

Average review rating

4.8 / 5

Answered in AI search

64 of 92 prompts

Share of AI answers

92 prompts tracked

Your brand

42%

Northside Co.

27%

Harborline

18%

Everyone else

13%

Measured by asking the questions your customers ask, then reading who gets named.

09

FLOW.AI BRIEFING

The weekly read, and the thing you would have missed.

One briefing every Monday, plus an alert the moment a number leaves its normal range — with the reason attached.

Weekly briefing

Monday 8:00am

Revenue vs last week

+$18,400

Best performing channel

SMS win-back

Biggest drop

Display ads · −22%

Actions waiting for you

4 recommendations

Email bounce rate up 3.1pp

One imported list is responsible. FlowAgent has quarantined it.

Call volume 41% above normal

Driven by the weekend offer. Booking capacity is holding.

Commuter backpack runs out in 9 days

At the current rate, with two ad sets still pointing at it.

10

REPORTS & SHARING

Custom reports, exports and a team that can read them.

Build the view you need, schedule it, and share it with the people who ask for it — without rebuilding a spreadsheet every month.

Report builder

Metrics included

Revenue

Conversions

ROAS

Deliverability

Call outcomes

AI visibility

Export as

CSV

Excel

PDF

API

Scheduled every Monday at 8:00am

Shared with

4 people

Megan Roberts

Owner

Daniel Kim

Editor

Priya Shah

Viewer

Carlos Ramirez

Viewer

Permissions are per report — a viewer sees the numbers, never the customer records behind them.

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