HoneyBook's Reports page provides you with an overview of your bookings, financial analytics, and leads. Below, we'll walk you through the different reports on this page, guiding you through what all the numbers mean.
To get to your Reports, click the Tools tab in your top navigation bar and select Reports.
HoneyBook Tip: Only the account owner will have a full view of reports. Team members will only see information in this tab for projects they created.
Reports and insights
From this section, click Go to Reports to customize and download pre-set CSV reports containing additional insights. Learn more about downloading reports here.
Booked vs. sent files
The bar graph here reflects the number of files you sent, and the number of files you sent that were booked, within each month. This section can be modified to display monthly insights for any given calendar year.
Within HoneyBook, a file is considered booked if a contract has been signed and/or a payment made.
You’ll also see values for:
Gross booked amount: The total payments made on booked files within the selected timeframe
Booking rate: The % of files booked out of the total number of files sent within the selected timeframe
This section shows financial insights for all booked projects that have a project date within the selected date range.
Within HoneyBook, a project is considered booked if it has a signed contract and/or a paid invoice.
Lead generation from contact forms
PLEASE NOTE: Lead reports are available for Essentials and Premium plan members. Learn more about the features included in each plan here.
These reports show data only for projects that were created via HoneyBook contact form.
This graph gives you a breakdown of where your leads have come in from, based on the lead sources you've set in your Company Settings. This section can be modified to display a specific date range.
This report breaks down the value of projects based on your lead sources. This section can be modified to display a specific date range.
The date range selected will show data for projects/leads that were created within that date range (rather than the project date).
This report details what percentage of leads from a particular lead source have been booked (contract signed and/or payment made). For example, if you received two leads from Google within a certain date range and only one has made a payment, the Google bar of the graph will display a 50% conversion rate for that lead source.
The date range selected will show data for projects/leads that were created within that date range (rather than using the project date or the date the first payment was made).
This report provides the average number of days between when a lead is created via the contact form and when the project is booked (contract signed and/or payment made), broken down by lead source. Since the lowest values are the "best" lead sources with the shortest time to booking, you'll see the bars grow from left to right in this graph!
The date range selected will show data for projects/leads that were created within that date range (rather than using the project date or the date the payment was made).
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!