Reports
The weekly activity report
The Sunday-night email each tribe receives, what the four figures mean, the year-to-date charts, why the phone call numbers are sometimes absent, and what to do with it on Monday.
Last updated October 14, 2026
Every Sunday night, each tribe is emailed a summary of the week it has just had. It is the one report that arrives whether or not anybody goes looking for it, which makes it the report most of your network will actually read.
The email carries the summary itself rather than pointing at a screen, and attaches a printable version so it can be put in front of a team meeting on Monday morning.
The four figures
| Figure | What it counts |
|---|---|
| New leads this week | Enquiries and tracked phone calls together — the people who got in touch for the first time. |
| Phone calls | Calls that came in on a tracking number. See below. |
| Website visitors | Visits to the tribe's pages. |
| New reviews | Reviews left in the week. |
Each figure is shown against the week before it, so the report says whether things moved rather than only what the number was. It also names the busiest day and the busiest hour, which is the part most worth acting on — a tribe whose enquiries cluster on Tuesday mornings and whose phone goes unanswered then has a staffing problem it can see in one line.
Why the phone figures are sometimes missing
An organisation with no call tracking gets a report that describes enquiries and leaves phone calls out altogether. This is deliberate. The report used to open with "0 phone calls", which reads as a quiet week rather than as something nobody is measuring, and tribes drew the wrong conclusion from it.
The decision is made for the organisation, not for each tribe. Once any number exists under Assign Numbers, every tribe's report keeps the call figures — so a tribe without a number of its own still shows its zero beside the tribes that do have one, which is the comparison you want. A tribe that actually recorded calls always sees them, whatever else is true.
Recruitment
If your organisation uses Recruitment, the report adds a section on hiring. It appears only when something happened: a week with no applications, no new resumes and no job postings leaves it out.
- Job applications — how many people applied for one of your job postings this week, against the week before. A tribe's report counts its own postings.
- New resumes (in the organisation's report) — candidates who started and submitted a resume this week. In a tribe's report this is Shared resumes: new resumes from candidates looking for work in the tribe's state, province or region, anywhere in its country, or who did not say where they want to work.
- New job postings — postings created this week.
- Open job postings — active postings still taking applications at the end of the week.
Candidates you import into Recruitment yourself count in the week you import them, so a large import of past applicants shows up as a busy week. The advisor version leaves recruitment out, because a candidate belongs to the organisation rather than to the tribes one advisor looks after. The recruitment figures are in the email only, not in the attached PDF.
The year so far
Each tribe's report and the organisation's report have a Year to date section with four small charts, two by two: Website visitors, Enquiries, Phone calls and Total Leads. Each chart is a running total from 1 January. This year is the dark purple line and last year is the light grey line, and both start from zero, so you can see straight away whether this year is ahead of or behind the same point last year. Last year's line runs to the end of December, so you can also see what the rest of the year looked like last time.
Above each chart is this year's total so far and the change against last year up to the same date. An organisation without call tracking sees only the visitors and enquiries charts, for the same reason its report leaves out the phone figures. A chart with nothing in either year is left out.
A tribe's charts count only that tribe: the enquiries linked to it, the calls on its tracking numbers and the visitors to its own pages. The organisation's charts count the whole network. The charts are in the email only, not in the attached PDF, and the advisor version does not have them. Advisors who want year-to-date sales and quotes charts for each of their tribes can be sent the separate weekly sales report, described in its own guide.
What to do with it
The report ends with observations about the week and what to do about them, and attaches a guide on handling calls from new customers. The intention is that a tribe owner reads the figures, reads the one thing worth acting on, and takes it into Monday morning — rather than filing another set of numbers.
Head office and advisors receive their own versions covering the network rather than a single tribe, so the same week can be discussed from both ends without anybody having to build a report.