Lead generation
Review incoming leads, sources, campaigns and recorded outcomes.
A client report you can explain, lead by lead.
Show which leads became recorded wins, which remain open and where the result is still unknown. Give the client a view they can check against their own records.
Illustrative example · Sample data
Example Roofing · Client report
Illustrative submission cohort · USD
- Leads
- 4
- Recorded wins
- 2
- Won contract value
- $30,900
Won2
Estimate sent1
No response1
Recorded contract amounts, not collected revenue. Other currencies would be shown separately.
Choose the question before choosing the layout.
A lead-generation client may need source and lead-quality views. A sales-focused client may need recorded wins and values. Local-service clients can also review geographic results.
Sales outcomes
Emphasize won and lost work, open leads and currency-separated contract values.
Local services
Include lead ZIP and service-area reporting when the required geographic data is available.
Make the report’s scope easy to read.
Select all time, a rolling or calendar period, or custom dates. The current date filter groups leads by their original submission date in UTC; it is not a report of jobs closed during the period.
Explain what is counted
Show the selected period and the reporting exclusions alongside the results.
Keep missing data visible
Unknown sources, unrecorded outcomes and missing values are not inferred from the other fields.
Check freshness separately
Report fetch time and CRM sync timestamps describe different events. A refreshed page does not prove a new CRM sync succeeded.
A few details before you start.
Can we change the report’s design?
Choose Studio, Ledger, Focus or Editorial, and configure report sections using the available report settings and templates. Changing the design does not add new data sources.
Can we add all the currencies together?
Currencies remain separate. A USD contract amount and a CAD contract amount are not summed into one revenue total.
Start with the client you need to report on.
Creating a workspace does not start a paid subscription.