What is the Report Builder?

The Report Builder in WhatConverts is a powerful custom reporting tool that lets you analyze your marketing and sales performance in any way that fits your business needs. It transforms your data into actionable insights with flexible, interactive reports.

You can combine dimensions such asSource,Medium,Campaign,Keyword, andLanding Page, or use your ownCustom Fields likeService orSales Rep. Choose metrics such asLead Volume,Quote Value, andSales Value to uncover what drives performance and ROI across every part of your business.

The Report Builder is designed for flexibility and clarity. You can use it to analyze marketing channels and keywords, compare performance across time periods, identify top-performing campaigns or team members, and prove marketing ROI.

Why Use the Report Builder?

Each business has unique reporting needs. The Report Builder helps you uncover the exact insights that matter to you by giving you complete control over how data is presented.

With the Report Builder, you can:

• Create fully custom reports. Choose up to five dimensions and design reports that reflect your business structure and marketing strategy.
• Use any available data field. Build reports from both standard WhatConverts fields and your own business-specific custom fields.
• Visualize performance clearly. Switch between chart types such as bar, column, area, scatter, pie, or heatmap, or use your data in tables for deeper analysis.
• Analyze core metrics. Report onLead Volume,Quotable Leads,Quote Value,Sales Value, orLead Score for a full view of marketing and sales performance.
• Filter and refine results. Apply filters by date range, channel, service, or any other field to focus on specific segments.
• Compare results across time. Measure progress by comparing current and past performance within the same report.
• Add calculated columns. Create custom calculations (like quote-to-sale ratio or average sale per lead) to get even deeper insights.
• Save and reuse reports. Save reports to yourReport Library for easy access, collaboration, and consistent tracking.
• Export and share results. Download or share reports directly with team members or clients.

The Report Builder turns raw data into meaningful visuals so you can identify trends, optimize campaigns, and demonstrate value to clients or stakeholders.

Examples of How Businesses Use the Report Builder

The Report Builder adapts to any business model or reporting workflow. Here are common use cases:

• Agencies: Report onSource, Campaign,and Sales Value to identify which marketing channels generate the most revenue, then reallocate ad spend toward top-performing campaigns.
• Marketers: CombineMedium + Landing Page + Quote Value to see which campaigns or content pieces attract the highest-quality leads.
• Sales Teams: UseSales Rep + Sales Value + Month to track performance, compare results over time, and motivate top achievers.
• Business Owners: BuildService + Sales Value + Quote Value reports to evaluate which services generate the most profit and plan future growth.

Whether you need a simple one-dimensional report or a five-layer analysis, the Report Builder lets you go as deep as you need quickly and confidently.

Related Topics

• Create Custom Reports With the Report Builder
• Analyze Performance with the Report Builder
• Save a New Custom Report in the Report Library
• Understand the Report Builder
• Access Pre-built Reports From the Report Library