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Reporting and Lead Management Just Got Better!

Your feedback as a customer helps us decide what new features WhatConverts needs. Our mission is to give you the complete marketing picture and show you exactly what marketing channels convert. It's in our name.


A common request has been to identify Unique and Repeat leads. This functionality is now live and can be used in the following areas:

  • Dashboard - The bar chart now displays Unique and Repeat leads by day.
  • Leads - A status column has been added to the leads list display whether the lead is Unique or Repeat.
  • Reports - A selection button has been added to all reports to toggle data between All leads and Unique leads.
  • Google Analytics - When we send phone call, web form or any other events to Google Analytics, these events are identified as Repeat or Unique.

If you notice a discrepancy in unique events between WhatConverts and Google Analytics, this is due to our date range philosophies. WhatConverts looks at all time, but Google Analytics looks at the selected date range or defaults to unique within a 30 day period.

Lead Management

We're really excited with our lead management additions. They may seem like small changes, but the joy and insights we get from sorting and filtering leads makes us a little giddy. We're channeling our inner marketing geek.

We have 2 new features that will allow you to manage your leads at lightning speed.

Lead Filtering

Lead Filtering

In your dashboard and leads tab, you'll find a new row in the list of leads where you can filter leads through drop downs or enter text. Enter 'cpc' in the medium column, we'll show you only the leads originating from 'cpc' ads. You'll also see a count of the leads on top.

In reports, you can now click to view leads from specific traffic source and filters will automatically be applied.

Lead Sorting

Sorting leads helps find, qualify and quantify leads using numerical, alphabetical or duration lead sorting. Most companies don't qualify their leads as they come in. Now, at the end of the month you can sit down and sort leads by company name or contact name and identify any leads that became prospects or sales. Add a quote or sales value and our reporting become really powerful. Viewing marketing channels by quoted value is eye opening, and really easy.

We have updated our demo video that will show you these features in action.

Michael Cooney
Michael Cooney

Michael Cooney is a co-founder of WhatConverts. He’s been solving everyday marketing mysteries for years! Connect with him on Twitter or via email at

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Whatconverts Features for your Business
Filter/Group by Source & Medium
Lead Management Filter/Group by Source & Medium

Filtering and grouping tools allow you to examine a subset of leads from specific campaigns, sources or marketing channels.

Leads by Week
Analytics & Insights Leads by Week

WhatConverts can plot your leads over a period of time to show when the fluctuations happened.

Saved Reports
Analytics & Insights Saved Reports

Save the customized reports you create and use them again and again.

Filter/Group by Landing & Lead Page
Lead Management Filter/Group by Landing & Lead Page

If you know which page a user landed on, you’ll have clues about which keywords they used to find your site.

Recommended Help Topics
Help Document Lead Management FAQ

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Lead Management and Reporting
Help Document How do I Change my Email Notifications?

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Help Document Adding and Updating Sales and Quote Values

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Lead Management and Reporting
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