> ## Documentation Index
> Fetch the complete documentation index at: https://docs.instaforge.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Weekly owner report

> Leads by source, how fast new people got a reply, chats that may have been lost, and the team's workload.

The **Weekly report** shows the business owner one week at a glance: where new people came from, how fast they got a first answer, which chats may have been lost, and who on the team did what. Pick any of the last 12 weeks, or the week so far.

<Frame caption="The weekly report">
  <img src="https://mintcdn.com/instaforge/lbChoB-JshPXOGGH/images/weekly-report.png?fit=max&auto=format&n=lbChoB-JshPXOGGH&q=85&s=853a2e444315f075a59f92eccef61c36" alt="The weekly report" width="2240" height="2308" data-path="images/weekly-report.png" />
</Frame>

## What's in it

**The week in numbers:** new people, conversations, leads, bookings and chats that may have been lost.

**New people by source:** where each new person first came from, how many became leads (asked about prices or booking, or moved on the lead board) and how many booked.

| Source | Means |
| - | - |
| Direct | Wrote to the account in Direct |
| Comments, Story replies, Mentions | Came from a post, a story or a mention |
| Ads, Links | Came from an ad or a link with a reference |
| Website chat, WhatsApp, Messenger, Telegram | Wrote on that channel |
| Booking page, Shop | Booked or ordered without a chat |

**First reply to new people:** how long new people waited for their first answer (the median) and how many got it within a minute. Most answers come from the assistant straight away. The note says how many came from the team.

**Chats that may have been lost:** worth a look every week.

| Reason | When |
| - | - |
| Asked for a person, nobody answered | They asked for a person and nobody from the team replied |
| No reply for a day | They wrote last and got no answer for 24 hours |
| Asked about prices or booking, went quiet | They asked, didn't book and haven't written for a day |
| Marked lost | Someone moved them to Lost on the lead board |

Click a name to open the chat.

**Team workload:** for each team member, replies, chats, the median time customers waited for them, the share answered within an hour, and bookings within a week of their reply. See [Team performance](/conversations-and-customers/team-performance) for longer periods.

## Every Monday by email

The weekly summary email the business owner gets every Monday includes the same headlines: new people by source, the first-reply time, the number of chats that may have been lost, and the team's replies. Each person can turn the email on or off in **Settings → Notifications**.

<Tip>
  An AI agent can read it with `weekly_report`, for example to send the owner a short summary. See [AI agents (MCP)](/running-the-agency/ai-agents).
</Tip>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.