Understand WhatConverts Reporting
Who has access to this feature?
Available on: Report Builder - Pro and Elite Plans
Access level: All Users
Reporting is where WhatConverts transforms all your lead data into clear, actionable insights that prove ROI and guide smarter decisions.
It connects every tracked conversion to its marketing and attribution data, quality insights, and lead value, helping you understand which efforts and segments of your business drive true revenue.
Types of Reporting in WhatConverts
Reporting includes several tools that work together to help you measure, analyze, and optimize performance. Each serves a specific role in your reporting workflow:
Quick Reports: Let you instantly create simple reports directly from the Lead Manager with one click.
They’re ideal for quick insights such as revenue by Source or Campaign, or qualified leads by Job.
Standard Reports: Give you structured, ready-to-use views of your most valuable performance metrics.
These reports focus on ROI, lead value, revenue, and attribution performance, without needing setup or customization.
Available Standard Reports:
Report Library: Offers additional pre-configured reports built inside the Report Builder. They’re designed for specific use cases (e.g., Leads by Source, Quotable by Keyword) and serve as flexible starting points for deeper analysis.
You can view or customize them to match your business needs, combining the simplicity of prebuilt reports with the flexibility of custom ones.
- Custom Reports: Built in the Report Builder for full flexibility and control. You can start from scratch or base them on a pre-built report, adjusting dimensions, filters, and metrics to answer your specific business questions.
How These Work Together
All report types in WhatConverts use the same core data, but differ in flexibility and depth:
| Report Type | Accessed From | Best For | Configuration Needed |
| Quick Reports | Lead Manager | Instant insights | None |
| Standard Reports | Reporting Menu | Key business metrics | None |
| Report Library | Reporting Menu | Prebuilt views | Optional |
| Custom Reports | Report Builder | Deep, tailored analysis | Full |
Together, they let you start simple and go deeper as needed, from quick visual summaries to custom ROI dashboards that guide strategic decisions.
Related Topics
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