Analytics & Reporting Guide

Analytics & Reporting Guide

Transform your lead data into actionable insights. Learn how to build custom reports, understand events, track performance, and make data-driven decisions about your lead operations.

📊 Core Analytics

[Understanding Events](./understanding-events.md)

Master the event system to track every lead's journey.

• Time: 25 minutes
• Level: Intermediate
• Tags: intermediate, conceptual, events-focused, analytics

[Building Custom Reports](./custom-reports.md)

Create reports that answer your specific business questions.

• Time: 30 minutes
• Level: Intermediate
• Tags: intermediate, how-to, reporting-focused, analytics

[Real-Time Monitoring](./real-time-monitoring.md)

Set up dashboards and alerts for immediate visibility.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, analytics, performance-optimization

[Data Exports and Analytics](./data-exports.md)

Master data exports for advanced analytics and compliance.

• Time: 35 minutes
• Level: Advanced
• Tags: advanced, how-to, exports-focused, analytics

[LeadConduit Reporting Mastery](./leadconduit-reporting.md)

Build powerful reports and dashboards for insights.

• Time: 40 minutes
• Level: Intermediate
• Tags: intermediate, how-to, reporting-focused, analytics

[Lead Feedback System](./lead-feedback-system.md)

Implement comprehensive feedback loops for quality improvement.

• Time: 45 minutes
• Level: Advanced
• Tags: advanced, how-to, analytics, quality-control

📈 Performance Analytics

[Vendor Performance Tracking](./vendor-performance.md)

Monitor and compare source quality and costs.

• Time: 25 minutes
• Level: Intermediate
• Tags: intermediate, how-to, analytics, vendor-management

[Conversion Tracking](./conversion-tracking.md)

Measure lead quality through the full lifecycle.

• Time: 30 minutes
• Level: Advanced
• Tags: advanced, how-to, analytics, financial-management

[ROI Analysis](./roi-analysis.md)

Calculate true return on investment by source and campaign.

• Time: 25 minutes
• Level: Advanced
• Tags: advanced, best-practices, analytics, financial-management

🔍 Deep Analytics

[Event Mining Techniques](./event-mining.md)

Extract insights from your event data.

• Time: 35 minutes
• Level: Advanced
• Tags: advanced, how-to, events-focused, analytics

[Cohort Analysis](./cohort-analysis.md)

Track lead groups over time for quality insights.

• Time: 30 minutes
• Level: Advanced
• Tags: advanced, how-to, analytics

[Predictive Analytics](./predictive-analytics.md)

Use historical data to predict future performance.

• Time: 40 minutes
• Level: Advanced
• Tags: advanced, conceptual, analytics, performance-optimization

📋 By Use Case

For Daily Operations

1. Start with Real-Time Monitoring
2. Master Understanding Events
3. Build Custom Reports for your KPIs

For Vendor Management

1. Implement Vendor Performance Tracking
2. Analyze ROI by Source
3. Use Cohort Analysis for quality trends

For Business Intelligence

1. Set up Data Exports to your BI tools
2. Apply Event Mining techniques
3. Develop Predictive Analytics

💡 Key Metrics to Track

Volume Metrics

• Leads received by source
• Acceptance rates
• Delivery success rates
• Processing times

Quality Metrics

• Conversion rates by source
• Invalid data percentages
• Duplicate rates
• Compliance violations

Financial Metrics

• Cost per lead by source
• Revenue per delivered lead
• Net margin by flow
• ROI by campaign

Operational Metrics

• Average processing time
• Error rates by integration
• System availability
• Peak volume handling

🎯 Analytics Best Practices

Define KPIs First: Know what success looks like before building reports.

Automate Reporting: Schedule reports for consistent delivery to stakeholders.

Track Trends: Point-in-time data is less valuable than trends over time.

Segment Everything: Break down metrics by source, time, geography, and more.

Act on Insights: Data without action is just numbers - use insights to improve.

📊 Common Report Templates

Daily Operations Dashboard

• Lead volume by hour
• Current acceptance rate
• Active error alerts
• Top rejection reasons

Weekly Vendor Report

• Volume by source
• Quality scores
• Cost analysis
• Trend comparison

Monthly Executive Summary

• Total volume and revenue
• Source performance ranking
• Quality trends
• Strategic recommendations

📚 Related Documentation

• Events Reference - Event system details
• Reporting Reference - Report specifications
• Export Reference - Export capabilities

📊 Measure to Manage: Great analytics turn raw data into strategic advantage. These guides help you build analytics that drive real business improvement!