WhatConverts Navigation

The WhatConverts interface is organized to help you quickly access the tools and data you need based on your role and workflow. This guide will help you familiarize yourself with the full platform as well as its features and functions.

Account Levels and Admin Settings

WhatConverts accounts are organized into three levels. The Master Account is the primary, overarching account, and it can be organized into multiple individual Accounts. Within these accounts, you can create multiple Profiles.

The idea behind this hierarchy is that it allows users to operate multiple client accounts or franchise locations from one Master Account. For example, if you are a legal agency with multiple clients, you would own one Master Account that is made up of multiple individual Accounts for each of your clients. Within those Accounts, you might have dedicated Profiles for a client’s Los Angeles office and its New York office.

Control Center Settings

The leftmost menu, also known as the Control Center, is home to the Settings menus for Master Accounts, individual Accounts, and Profiles.

At the Master Account level, you can manage high-level administrative functions such as user roles, billing details, usage monitoring, and platform-wide integrations. This level is ideal for agency owners or administrators who need visibility and control across multiple client accounts.

At the Account level, you’ll find settings that apply to a specific client or business entity, such as lead source configurations and call tracking setups that are unique to that account.

The Profile level contains more granular settings, like field mappings, custom fields, and integration-specific configurations. These are especially useful if you’re managing multiple locations or departments under a single client account and need to tailor tracking and reporting for each.

Dashboard, Leads, Reports, and Tracking

When you open an individual Account, you’ll automatically be brought to the Lead Manager. Along the top menu, you can navigate to the Dashboard, the Reports menu, or the Tracking menu.

Leads

The Lead page is your “tracking HQ.” At the top of the page you can see a brief tally of your leads by type and status as well as totals for quote value, sales value, lead score, and overall conversion rate.

Below this is the Lead Manager. This is your central hub for evaluating, qualifying, and categorizing leads.

Each lead you receive will appear in the Lead Manager as an individual profile, with all demographic and attribution data organized into a spreadsheet-like format. Here you can filter leads by any data point or you can generate Quick Reports from the top of any column to see insights on your leads organized by the values in that column.

If you click on “View Lead,” you’ll find the Lead Details panel. This panel reveals the lead’s complete interaction history, including call recordings, form submissions, and every touchpoint they've had with your marketing.

Dashboard

The Dashboard provides a high-level command center for monitoring your overall marketing performance. Rather than diving into individual lead details, this view answers broader questions like "How many quality leads did we generate this month?" and "Which marketing channels are delivering the best ROI?"

You can quickly see breakdowns by lead type and status, monitor both quote value and sales value, and identify which marketing channels are driving the most valuable prospects. Recent lead activity is also displayed for immediate follow-up opportunities.

Reports

The Reports dropdown contains your analytical toolkit for proving marketing ROI and creating client presentations. The Report Library offers over 30 pre-built reports, while the Summary tool generates easy-to-consume overviews perfect for stakeholder updates.

For users on Pro plans, the Report Builder allows you to create custom reports tailored to specific KPIs, and Scheduled Reports automate delivery of up-to-date performance data. The section transforms your detailed lead data into actionable business intelligence that demonstrates the true value of your marketing efforts.

Tracking

The Tracking menu houses the technical foundation that makes everything else possible. This is where you configure how WhatConverts captures lead data across all customer touchpoints—from call tracking numbers and form monitoring to appointment bookings and eCommerce transactions.

The Integrations section connects WhatConverts with your existing tools like CRMs and Google Ads, while the Tracking Code area provides the script needed to implement WhatConverts on your website. This behind-the-scenes setup ensures you're capturing comprehensive data that flows into the Lead Manager, Dashboard, and Reports.