Report Builder

Your own custom reporting tool

Every business tracks success differently, and standard reports can’t answer every question. Instead of exporting lead data to spreadsheets and building reports by hand, you can create and save the exact report you need inside WhatConverts.

The new Report Builder allows you to create just about any report you may need based on the data in your WhatConverts account. Report Builder is available on WhatConverts Pro plans and above.

Combine any marketing dimensions, such as keyword, ad, landing page, source and campaign, with lead and revenue metrics to see which marketing produces leads, quotes and sales. Select your dimensions from the drop-down, and you’ll instantly get a report showing every lead from that combination

From here you can filter, sort or add even more dimensions like source and campaign to further narrow down your best marketing channels.

Select what metrics to report:

• Lead Types: total leads by conversion type (calls, forms, chats and more)
• Quotable: the number of leads marked as quotable
• Quote Value: the total quote value assigned to your leads
• Sales Value: the total sales value assigned to your leads

Build any combination of dimensions and metrics, then view the results as a table or chart and save the report to reuse later.

Here are detailed instructions for creating and saving custom reports.

Save time, prove your marketing's value, and gain insights that create further growth.

Your phone calls, form submissions, web chats and e-commerce transactions can all be seen in one place. All of it is available in your WhatConverts dashboard, and all of it can be reported on in Report Builder. See what marketing efforts brought each lead to you and dive into additional lead data like lead page, landing page, form details, call details, chat transcripts and call recordings.

WhatConverts answers all of your detailed conversion questions including:

• What marketing inspired a customer to reach out?
• Are the leads coming into my business leading to sales?
• When a customer fills out a form or calls, is that a “good” lead?

Get the tools you need to see what marketing converts, whether they convert via call, chat, or a form.

WhatConverts can track every touchpoint back to the marketing responsible, giving you the complete marketing picture.

Don't miss a beat with your lead tracking. Schedule a live demo of WhatConverts today.