The HoopAI mobile app gives you access to essential reporting and analytics so you can monitor business performance on the go. While the full custom dashboard builder is on the desktop platform, the mobile app surfaces the key metrics you need to make decisions quickly — pipeline value, revenue, appointment volume, conversation activity, and more.
Accessing reports on mobile
- Open the HoopAI mobile app.
- Tap the App Drawer (swipe up or tap All Apps).
- Select Reports under the Insights and Productivity category.
You can also tap the Pipeline value or other metric widgets directly on the dashboard home screen to jump to the relevant report.
Available reports on mobile
Pipeline report
The pipeline report shows your active sales pipeline broken down by stage. For each stage you can see:
- Number of open opportunities
- Total value of opportunities in that stage
- Conversion rate from the previous stage
Tap any stage to drill into the list of opportunities at that point in your funnel. From there you can update opportunity details, move stages, or contact the lead directly.
Revenue report
The revenue report tracks payments processed through the HoopAI platform over your selected date range. It shows:
- Total revenue — sum of all completed payments
- Revenue by product or service — breakdown by catalog item
- Outstanding invoices — unpaid invoice totals
Use the date picker at the top of the screen to switch between today, this week, this month, and custom date ranges.
Conversation activity report
The conversation activity report provides a summary of messaging volume over time:
- Total conversations opened
- Total messages sent and received
- Average response time
- Breakdown by channel (SMS, email, WhatsApp, Facebook)
This report helps you understand when your busiest communication windows are and whether response times are within your targets.
Appointment report
The appointment report shows:
- Total appointments booked in the date range
- Appointments by calendar owner
- Show rate (attended vs. cancelled or no-showed)
- Upcoming vs. completed breakdown
View how many new contacts entered your system over the selected period, where they came from (source attribution), and how many are attached to open opportunities.
The mobile dashboard home screen always shows a condensed version of your key metrics in widget form:
- Unread messages — jumps to filtered inbox
- Today’s appointments — count with one-tap navigation to calendar
- Tasks due — overdue and due-today count
- Pipeline value — total open opportunity value
These widgets refresh in real time whenever the app is open and connected to the internet.
Pin the Reports module to your home screen quick apps for one-tap access. Tap the Edit icon on the home screen, select Reports as one of your four pinned apps, and save.
Date range filtering
Most reports support the following date range options:
- Today
- Yesterday
- Last 7 days
- This month
- Last month
- Custom range (date picker)
Tap the date selector at the top of any report to switch ranges. The report reloads automatically with updated data.
What is not available on mobile
The following reporting features are only accessible on the desktop platform:
- Custom dashboard builder — creating, arranging, and configuring chart widgets requires desktop
- Custom metric definitions — building new calculated metrics from scratch
- Google Analytics widgets — requires desktop for setup, though data syncs to your dashboard
- Snapshot sharing of custom reports — configuring and exporting snapshots is a desktop workflow
- Advanced attribution reports — full multi-touch attribution and ad spend reporting
For these advanced reporting needs, log in to the desktop platform and navigate to Reporting in the main navigation.
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