What is the Summary Report?

Who has access to this feature?

Available on: All Plans

Access level: All Users

The Summary Report gives you a quick, visual snapshot of marketing performance. It compares current results to the previous period so you can highlight trends, gaps, and growth opportunities in seconds.

Why Use the Summary Report?

Without a clear summary, it’s easy to get lost in several reports that miss the bigger picture. The Summary Report solves this by showing you, in seconds, the metrics that matter to know how your marketing is performing.

With it, you can:

  • See what’s working and what’s not across sources, keywords, landing pages, and conversion types (calls, forms, chats).
  • Quickly evaluate campaign health across sources, keywords, and landing pages.
  • Spot growth opportunities by identifying which channels, keywords, or pages drive the most sales value.
  • See ROI trends by comparing sales value and cost per lead to the previous period.
  • Communicate results with confidence using a report that’s easy to read and share.
  • Save time by getting the big picture first, before drilling into details with Custom Reports or the Lead Manager.

In short, the Summary Report helps you prove value, optimize quickly, and focus on what drives growth.

Examples of How Businesses Use the Summary Report

The Summary Report gives fast insights across sources, keywords, landing pages, and conversion types. Common examples include:

  • HVAC company: In Sources, they see Google Ads leads up +25%, sales value +40%, and CPL down from $85 → $62 compared to the last period. They move budget from Facebook (CPL up +18%) to Google Ads.
  • Marketing teams: In Keywords, “ac repair near me” drove 30 leads but $0 sales value last period, while “ac installation cost” drove 8 leads with $16k sales value. They pause the low‑value term and expand the high‑value one.
  • Dental clinic:  In Landing Pages, /dental-implants generated +35% more leads and $12k more sales value than /free-consult. They shift ad budget toward the page driving higher revenue.
  • Plumbing company: Conversion Types shows calls down -20% while forms are up +28% vs. last period. They add call extensions and adjust after‑hours routing to recover high‑intent phone leads.
  • Sales teams: In Sources, Local Services Ads delivered the highest quoted value and revenue month‑over‑month. They use the Summary Report in the executive meeting to justify increasing LSA budget.

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