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Help Center ▸ Lead Management and Reporting

Creating and Saving Column Views

With WhatConverts, you can customize and save your dashboard view for your user account.

1Log into your WhatConverts account, select your "Profile" from the left side menu. When in your Dashboard, click the "Show Column Display" button.

2Under Save Current Column View, give your column view a name. In the example below, I have used Google Ads. Then, choose the columns (click on the column headers you would like to see - active columns will turn green) you would like to display in your saved view.

3Click "Save". Your saved view will appear above the Default View and you can switch back and forth as needed.

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Whatconverts Features for your Business

Analytics & Insights Scheduled Reports

Create simple, clear reports sent at daily, weekly or monthly intervals.

Analytics & Insights Leads by Lead Page

Quickly see if your visitors converting on a "Contact Us" page, or on your site's other pages.

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.