WhatConverts
Book Demo Try For Free

STEP 4

Communicate & Insights

Your lead data is collected, complete, and enriched—now transform it into actionable marketing insights. Use reporting tools to measure and communicate performance through metrics that matter: qualified leads and revenue potential.

Dive in and discover how it's done
Hero Image How It Works Video

Quickly Access Top-Line Insights

Get instant marketing performance overview through the Dashboard Summary. Use Quick Reports to analyze two dimensions at once—like qualified leads by campaign—to identify opportunities immediately.

Generate and Schedule Reports

Use pre-built report templates to track leads and revenue by source, landing page, and more. Keep stakeholders automatically informed with scheduled reports that show exactly what's working.

Build Custom Reports

Create reports perfectly aligned with your marketing goals and KPIs. Move beyond standard metrics to measure what matters most, ensuring decisions reflect your organization's true success indicators.

Resource Center

Access Insights Schedule Reports Build Reports
Icon Product Update: Introducing Quick Reports & Lead Grouping

We're excited to announce two game-changing features that will revolutionize how you interact with your lead data: Quick Reports and Lead Grouping...

Read Article
Icon Client Communication 101: How to Say I've Got This!

Sometimes the most important lessons take the longest to learn. As a marketer, it took me awhile to realize that a drop in marketing performance can...

Read Article
Icon Generating a Quick Report

Quick Reports are mini-reports that populate directly in the Leads Manager. These reports allow you to evaluate leads with up to two dimensions...

Read Documentation
Icon Dashboard Report

When you log into WhatConverts, you will have the opportunity to review the "WhatConverts" dashboard. This Dashboard is available at the...

Read Documentation
Icon Lead Manager Updates: Quick Reports & Lead Grouping

Lead management just got a whole lot easier. Announcing major updates to the Lead Manager: Quick Reports and Lead Grouping. These upgrades let you...

Watch Video
Icon 6 Marketing Report Templates You'll Actually Use

Gathering a ton of marketing data is great, but it only impacts your business if you can put it in a clear marketing report. You need to be able to...

Read Article
Icon Did You Know – Scheduled Reports

Tired of wasting time building and sending out custom reports to each of your clients every day, week, and month? No problem—win your...

Read Article
Icon Customer Reporting Trends: How to Use Value-Based Metrics

Did you know the average agency spends an hour per client on monthly reporting? This data comes from Wordstream*, and it highlights...

Read Article
Icon How to Schedule a Report

Log into the WhatConverts Profile you want to schedule the report from. Click "Reports" in the top menu. Select "Scheduled Reports". At the top...

Read Documentation
Icon Did You Know – Customer Value Reporting

Not taking customer lifetime value into account is one of the top attribution problems stealing your agency’s credit. Luckily, WhatConverts makes it...

Read Article
Icon Did You Know – Timeline View Reporting

WhatConverts gives you an enormous amount of flexibility when it comes to your reporting. You can mix and match dimensions to tell the exact story...

Read Article
Icon Compare Attribution Models - Did You Know?

Switching up attribution models is great for uncovering insights. For example, first-click attribution shows which marketing is bringing in leads...

Read Article
Icon Spotting Missed Client Opportunities - Did You Know?

Lost opportunities = lost revenue. But who’s to blame when a lead doesn’t turn into a customer? Is it you, the agency? Or is it the client’s sales team...

Read Article
Icon Find Peak Conversion Times - Did You Know?

One of the marketing “levers” you can pull is Time. When is your best audience most likely to convert? What months, days, or even hours are your...

Read Article
Icon Saving Custom Reports

Log into the WhatConverts profile you would like to save a Custom Report in. Click "Reports in the top menu. Select "Report Builder". Note:Only Pro...

Read Documentation
ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support
Start Your Free Trial Schedule a Demo
G2 Users Love Us Badge
G2 High Performer Badge
G2 High Performer Small Business Badge
G2 Momentum Leader Badge
G2 High Performer Europe Badge
© Copyright 2024 WhatConverts All Rights Reserved. Terms of Use · Privacy Policy · GDPR · Security
social media social media social media social media