Reporting
Understand where your leads and revenue actually come from, track ad performance, monitor your team, and build reports that keep you and your team accountable to the numbers that matter.
20 articles
Attribution & Tracking
- Understand Attribution SourcesLearn how first and latest attribution record where each lead really came from.
- Track Attribution for Chat Widget ConversationsSee which channel or ad sent someone into a chat widget conversation.
- Track Pageviews in Google Analytics 4Connect GA4 to your funnels and websites for deeper visitor behavior data.
- Send Custom Event Data to Google Analytics from a WorkflowPush form submissions, opt-ins, and other workflow events into Google Analytics.
- Set Up Google Analytics 4 Event TrackingSend workflow events straight into GA4 with its Measurement Protocol.
Google Ad Reporting
- Understand Google Ad Reporting TermsA plain-language glossary of the activity, cost, and performance metrics you'll see.
- Set Up Google Ad ReportingConnect your account and tracking template so leads trace back to the right campaign.
- Set Up a Precautionary Tracking Script for Google AdsAdd a backup script that catches attribution data your tracking template might miss.
- Set Up Google Ads Offline Conversion TrackingFeed real-world outcomes back to Google so bidding optimizes for closed deals.
- Troubleshoot Google Ad ReportingWork through the five setup issues behind almost every wrong Google Ads number.
Facebook Ad Reporting
- Understand Facebook Ad Reporting TermsWhat impressions, cost per lead, ROI, and sales vs. leads actually mean here.
- Set Up Facebook Ad ReportingName, tag, and track your Facebook ads so leads attribute back to the right one.
- Troubleshoot Facebook Ad ReportingPermissions, UTM placement, duplicate names, renames, and lead form mapping.
Team & Activity Reports
- Track Team Performance with Agent ReportingConversion rates, engagement, and a leaderboard for every member of your team.
- Understand Your Call ReportingInbound and outbound call data, per-agent performance, and exportable records.
- Understand Your Appointment ReportBooking statuses, sources, top calendars, and the patterns behind cancellations.
- Explore Geographic Analytics (State & City Drilldown)An interactive heat map of where your website visitors actually come from.