What is a Quick Report?

Quick Reports in WhatConverts let you get instant insights directly from the Lead Manager without building a full report in the Report Builder. In seconds, you can analyze leads by any dimension, such as Source, Campaign, Keyword, or Service, to see what’s driving performance and revenue.

Quick Reports are designed for speed and simplicity. You can use them to explore lead counts, quote and sales values, and verify lead quality without leaving your Lead Manager.

Why Use Quick Reports?

When you’re evaluating performance from the Lead Manager, you often need immediate answers before deciding what to include in the Report Builder. Quick Reports solve this by giving you lightning-fast visibility into your most important metrics.

• Evaluate performance instantly. View lead, quote, or sales value breakdowns by any field in the Lead Manager.
• Validate lead quality in context. Drill into each segment to see who those leads are and confirm data accuracy. 
• Identify top-performing sources. Compare results across campaigns, channels, or services in just a few clicks. 
• Save time on reporting. Skip complex setup and get actionable insights in seconds. 
• Move seamlessly to deeper analysis. If you need a more detailed view, turn any Quick Report into a full report in the Report Builder with one click. 

Quick Reports give you powerful, on-demand insights that keep your performance evaluation and reporting workflows fast and actionable.

Examples of How Businesses Use Quick Reports 

Quick Reports work across industries and marketing roles. Here are some common scenarios:

• Agencies: Instantly check which channels generated the most leads or revenue this week to update clients or adjust ad budgets.
• Marketers: Compare Source and Medium to see how paid vs. organic traffic performs in both lead count and quote value. 
• Sales teams: Drill down by Sales Rep to identify which agents bring in the most quotable leads. 
• Business owners: Quickly see which services or campaigns drive the highest sales value without exporting data or waiting for reports. 

Whether you’re analyzing campaign performance or validating service revenue, Quick Reports give you clarity and confidence in just a few clicks.

Related Topics 

• Generate a Quick Report From the Lead Manager
• Analyze Performance with Quick Reports 
• What is the Report Builder? 
• What is the Report Library? 
• Use Standard Reports