Your reports in WillowSpace aren’t just for tracking revenue or tax totals — they’re a goldmine for insights, reflection, and strategy. Here are some creative ways to make the most of them:

1. Track Your Growth Journey

Use revenue, proposal acceptance, and referral source reports to look back at where your business was 3, 6, or 12 months ago. Ask:

• What services were most popular?

• Which months were busiest?

• Where did most of your leads come from?

Use this to reflect on what’s working — and where to lean in more.

2. Spot What’s Actually Profitable

It’s easy to guess what’s bringing in money, but your reports can show:

• Which projects had the highest ROI

• Which clients brought in recurring or referral revenue

• What services you might raise prices on (or phase out)

Sometimes what feels like your “bread and butter” isn’t what’s most profitable — your reports help you get clear on that.

3. Revisit Declined Proposals for Goldmine Insights

Look through your declined proposals and the reasons leads provided. Use this data to:

• Refine your packages or pricing

• Update your proposal copy

• Improve your lead qualification process

You can even A/B test a new version of your proposal based on this feedback.

4. Set Quarterly Intentions

Start each quarter with a 15-minute report review. Then set intentions like:

• “Increase leads from referrals by 30%”

• “Convert more consults into booked projects”

• “Offer 2 recurring packages instead of 1-off services”

Let your data inform your goals, not just your to-do list.

5. Prep for Tax Time (Without the Panic)

Use the Taxes Collected report to prep clean records for your accountant. You can export or review:

• Total tax collected per region

• Paid invoices by type or client

• Currency-specific totals if you're invoicing globally

No scrambling to find numbers — it’s all in one spot.

6. Celebrate Wins + Spot Patterns

Every few months, take a moment to notice:

• Which client was your highest revenue generator?

• Which services brought the most joy?

• When were you fully booked — and how did you get there?

Turn those patterns into playbooks for future success.

7. Use Insights to Improve Client Experience

Look at client feedback (decline reasons, timelines, proposal acceptance dates) and ask:

• Could onboarding be smoother?

• Are there slow approval gaps you can speed up?

• Are you overbooking or underbooking during certain months?

Your client journey is written in the data — use it to elevate the whole experience.

If you're looking for support in reading or using your reports, feel free to reach out anytime at hello@willowspace.co — we're happy to help you use your insights with intention.