Schedule Demo

Monthly Summary Report Update

We may have cracked the code on marketing reports that your clients will actually read! Finally, your clients are reading your WhatConverts Summary Reports. How do we know? Customers are asking for more information from these reports, and we hear every request loud and clear.

After 20 years of trying to solve the marketing report conundrum, we are more than thrilled to be seeing customers reading and asking about the reports. Generating results from your marketing is imperative, but without good reporting, your marketing may go unappreciated. Reports with impressions, click-through-rate (CTR) and bounce rates don't help your clients determine business success; but clients understand that leads become sales and more leads equals more sales.

In response to customer feedback, we have made subtle, yet powerful enhancements to the Monthly Summary Report, keeping our focus tightly on leads. Previously, our monthly report would show how many leads were received, where the leads came from and what conversion actions happened. The new enhancements highlight changes from the previous month in greater detail, while keeping it to the point and a super quick read.

Each Lead Type's Performance Compared to the Previous Month

In the past, the Monthly Summary Report showed the increase or decrease in overall leads. Instead of wondering where those changes came from, the new summary will show you how each lead type performed compared to the previous month.

Monthly Reporting Update

Previously, we only showed the change in total leads, and we started getting questions like "Why did our leads increase by 20%? What marketing channel caused the change?" With Monthly Summary 2.0, you can see the overall change and view the Sources, Keywords and Landing Pages to see what caused the change.

In the above image, you can see that "google/cpc" contributed to the overall increase. In the example below, we can see a substantial decrease in "bing/cpc" and "bing/organic" leads, leading to a 6% overall drop in leads.

Reporting Update with CPC increases

The example above shows that, within a few seconds, you know what caused the drop in leads. Instead of having to dig through all sorts of reports, this insight alone will save time and gain insight.

Top Landing Pages

The new summary report now includes the Top Landing Pages that produced leads. When you know what pages are producing leads, you can optimize your marketing campaigns and other pages to improve your overall results.

New Top Landing Pages in Monthly Summary Report

Quotable Leads

Some companies choose to qualify their leads by marking them as "Quotable". If you choose to do this, the Monthly Summary Report will show your Quotable Leads and the comparison in performance from the previous month.

How These Reports Can Help Your Agency

Of course, you can use this summary report to provide insights to your clients regarding what marketing is converting and how their campaigns are performing. More importantly, you can also use it as a communication tool to build stronger relationships with your clients.

For example, if you notice there is a decrease in a specific lead type, you can point that out to your client. By doing this, you show that you care about and are quickly on top of how their campaigns are performing. You can also start a solution-focused conversation about what the issue might be and a strategy that could fix it. You can see how using this report as a tool to help your clients can directly improve and solidify your relationship with your clients!

As always, if you need any assistance please reach out to our support team and we’ll help answer your questions regarding support.

Jennifer Lott
Jennifer Lott

Jennifer Lott is a Marketing Specialist and Support Guru at WhatConverts. Connect with her on Twitter or via email at

Request a Live Demo
Get a FREE presentation of WhatConverts

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

Request a Live Demo
Whatconverts Features for your Business
Branded Reports
Analytics & Insights Branded Reports

Use your own branding on WhatConverts reports.

Web Chat Lead Reporting
Lead Tracking Web Chat Lead Reporting

Automatically track visitors back to the marketing source, medium, campaign, ad and keyword.

CRM Lead Valuation
Lead Management CRM Lead Valuation

Set up integrations so that lead value is instantly transferred between WhatConverts and the CRM

Search for Leads by Name
Lead Management Search for Leads by Name

WhatConverts instantly pulls Caller ID information, so you can quickly search for leads by name.

Recommended Help Topics
Help Document Adding Custom Fields

Last update on August 20, 2020

Lead Management and Reporting
Help Document How to add Company Name and Address to Invoice

Last update on August 13, 2020

Help Document How do I Change/Reset a Password

Last update on July 1, 2020

Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Suggested Blog Articles
The Benefits of Bad Leads: Why Lead Qualification Matters
Lead Capture & Tracking The Benefits of Bad Leads: Why Lead Qualification Matters

Last update on Nov 12, 2019

Qualified Leads: The Key to More Effective Marketing
Advertising & Marketing Qualified Leads: The Key to More Effective Marketing

Last update on Jan 29, 2020

Automate Your Marketing Reports: Introducing Scheduled Reports
Analytics & Reporting Automate Your Marketing Reports: Introducing Scheduled Reports

Last update on Sep 17, 2019

ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support