Reports

Feature Snapshot

Summary:
Reports in LeadConduit are customizable, real‑time statistical displays that aggregate lead event data—including submissions, conversions, and feedback—to provide a clear view of your lead performance and financial metrics.

Key Benefits:

• Provides a clear snapshot of lead performance and cost efficiency
• Offers dynamic filtering, grouping, and column customization to focus on relevant data
• Enables data‑driven decision‑making with detailed metrics on cost, revenue, and profit
• Custom report creation is free, allowing you to tailor analysis without extra fees
• Supports export to CSV for further offline analysis

Typical Use Cases:

• Analyzing vendor and flow performance to optimize lead acquisition
• Tracking financial metrics such as purchase price, lead sale price, and profit
• Comparing conversion rates over time using different date references
• Custom reporting for partners and internal stakeholders to review lead quality and trends

How the Reports feature works?

Reports in LeadConduit pull together lead event data from various steps in your flow. They collect information from lead submissions, recipient delivery responses, and feedback postings. Reports let you filter data by date range, flow, source, and recipient, and they distinguish between metrics based on lead submission date (as seen in dashboards) versus feedback receipt date (used in reporting). Reports also facilitate detailed financial tracking by capturing purchase pricing from sources and sale pricing from recipient steps, which are then used to calculate cost, revenue, and profit.

Additionally, reports can be built using pre‑built templates or completely customized by selecting only the fields that matter. This flexibility enables both quick analyses and in‑depth reporting for performance optimization.

Step‑by‑Step Instructions

1. Access the Reports Tab:
   Log into LeadConduit and select the Reporting option from the sidebar to view the list of default and custom reports.

2. Create a New Report:
   Click the “Create New Report” button. A new report opens in edit mode with a default name (e.g., New Report – YYYY-MM-DD).

3. Configure Filters and Groupings:

   • Choose filters such as date range, flow, source, or recipient to narrow down the data.
   • Add groupings if you wish to break down statistics further (e.g., by vendor name or campaign).
   • Adjust the reference for feedback counts (submission date for dashboards versus feedback receipt date for reports) as needed.

4. Customize Columns:
   Select the columns that display key metrics such as Purchase Price, Lead Sale Price, conversion counts, and profit values. Remove any columns that are not relevant.

5. Run the Report:
   Click “Run Report” to generate the tabular view. Review the displayed statistics.

6. Save and (Optional) Share:
   If satisfied, click “Save Changes.” To collaborate, generate a shareable URL and distribute it with internal teams or external partners.

Expected Result:
You will see a neatly organized table displaying lead statistics based on your configured filters, columns, and groupings. The report will highlight key metrics such as lead volumes, purchase cost, revenue generated, and calculated profit, enabling informed decision-making.

Validation & Monitoring (optional)

• Test the Setup:
  Cross‑check the report against known lead events or sample leads to ensure that metrics such as conversion rates and financial figures align with expectations.

• Where to Monitor?:
  Monitor report trends on the LeadConduit Reports dashboard and periodically export the CSV to audit data for accuracy and consistency.

Best Practices

• Start by using default reports as a baseline, then customize by copying and modifying them to suit specific analysis needs.
• Keep a consistent date reference—decide whether to use submission date or feedback receipt date—to avoid discrepancies in reporting metrics.
• Document your custom report configurations (filters, groupings, columns) so that team members understand the criteria applied.
• Regularly export reports to CSV and archive historical data to track performance trends over time.
• When reporting on financials, continually verify that purchase and sale pricing rules are accurately reflected in the report.

Troubleshooting

Frequently Asked Questions (FAQ)

Does creating a custom report cost anything?

No, LeadConduit users can create custom reports at no extra charge.

What are Reports in LeadConduit?

Reports are dynamic, customizable displays that aggregate lead event data—including submission, delivery, and feedback metrics—to offer insights into lead performance and financial outcomes.

Why are Reports important?

Reports are critical for data‑driven decision‑making as they provide visibility into lead quality, conversion rates, vendor performance, and financial metrics (cost, revenue, and profit). They also help pinpoint discrepancies such as differences in feedback counts due to varying date references.

How do I build reports?

Build reports by accessing the Reporting tab, creating or editing a report, configuring appropriate filters and groupings, selecting the key metric columns, running the report to view the data, and finally saving and optionally sharing the report.

Why might feedback counts in my report differ from those in the dashboard?

The dashboard counts feedback based on the lead submission date while reports count feedback based on the feedback receipt date.

Glossary

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