Board Digest Reports give you a tidy summary of key metrics, delivered straight to your inbox.
Setting Up a Board Digest Report
- From a board, open Advanced Settings.
- Click on Reporting.
- Toggle on Board Digest.
- Set a delivery cadence.
- Daily: Get fresh stats every morning
- Weekly: Pick your day of the week
- Select recipients.
- All board members
- Specific contacts only: type in each email address and hit enter to add additional emails.
Tip: Keep your recipient list lean. Too many emails can cause “digest fatigue.”
What’s in a Board Digest?
A digest report is made up of several sections, each designed to help you track performance, communication, and pipeline movement.
Example layout
Card Metrics
Tracks lead movement and key conversion rates.
Details
- Excludes deleted cards
- Includes archived cards
New Leads
- Cards created during the report timeframe
Unassigned
- Cards created in timeframe without an assignee
% Toured
- “Toured” = cards with an attended event in the month-to-date range
- Formula: # Toured ÷ New Leads
- Note: Compares month-to-date tours with leads from the report timeframe—can be misleading.
% Won
- “Won” = cards created month-to-date in a ‘won’ stage
- Formula: # Won ÷ New Leads
- Note: Same timeframe mismatch as % Toured.
Message Metrics
Your team’s conversation stats.
Details
- Based on streams related to cards with last activity in the timeframe
- Excludes deleted cards, junked/closed streams
Outbound Messages
- SMS + Email count
Inbound Messages
- SMS + Email count
Inbound w/o Reply
- Cards where the last message (in timeframe) was inbound with no outbound response
Phone Calls
- Inbound + outbound call count
Team Performance
This Week / This Day
- Automated Activities → Outbound messages not sent by automation/system trigger
- Manual Activities → Completed tasks, attended events, inbound/outbound messages (non-automated)
- Leads Waiting → Open/closed month-to-date cards with the last activity inbound
This Month
- Avg Response Time → Time to reply to inbound messages
- Leads Active → All open cards
- Leads Won / Lost → Closed/archived cards marked accordingly
- Total → All open, closed, or archived cards month-to-date
Funnel Report
- Steps = Stage groups
- Count = Cards created month-to-date that touched the stage group
- (+/-) = Change since last period
Most Active Leads
- Cards created in timeframe with both inbound & outbound messages
- Sorted by most back-and-forth activity
Won Leads
- Cards closed in timeframe in a won stage
- If more than 5, shows summary like “+## more”
- Age = Close date − Created date
Leaderboard / Won Leads
- Based on cards created month-to-date
- Metrics: Won count, Avg Activities, Avg Response Time, Age
- Sorted by hidden win % column
Top Lead Sources
- Cards created in timeframe
- Top 5 sources listed; the rest grouped into “Other”
- Cards without a lead source also go into “Other”
Tips for Getting the Most Out of Your Digest
- Pay attention to the “misleading metric” notes—they help avoid chasing phantom trends.
- Use Weekly cadence for big-picture tracking and Daily cadence for high-volume boards.
- Pair digest data with your Board view filters for deeper insights.