Reporting & Dashboards
From marketing performance to staff productivity, Aesthetix CRM gives you visibility into what’s working, what’s not, and where to go next.
Feature
Customizable Dashboards & Widgets
Build the dashboards that matter to you. Choose from dozens of pre-built widgets and customize your own views for every part of your practice.
- Drag-and-drop interface
- Visualize sales, appointments, leads, lifetime value, and more
- Build dashboards by location, role, or focus area
Feature
Integrated Ads Reporting for Google & Meta
Know exactly what your marketing is doing. Track ad spend, leads, and ROI across Google Ads and Meta (Facebook + Instagram)—with real-time attribution tied directly to your CRM.
- Campaign-level and ad-level breakdowns
- Lead source attribution that actually makes sense
- Connect the dots from click to conversion
Feature
Agent & Call Tracking Reports
Track every call and every agent interaction. Whether it’s inbound or outbound, Aesthetix CRM gives you transparency into call performance.
- See call volume by agent, date, or source*
- Listen to call recordings right from the report
- Identify top performers and coaching opportunities
Feature
Custom Report Builder
Build any report. Track any metric. Slice and dice your data however you want, with custom filters, metrics, and exports.
- Schedule reports to send to your team automatically
- Export to CSV or view live in your dashboard
- Simple duplication from existing dashboards
What Our Customers Are Saying
Ready to See It in Action?
Book a demo and see how Aesthetix CRM helps your practice capture every lead, automate follow-up, and book more patients.
