Overview: Reporting for Insights and Success
The "Reporting" section provides powerful tools to help you track, analyze, and optimize your business performance. From detailed insights into your advertising campaigns to evaluating team productivity and customer engagement, the reporting suite equips you with actionable data. With features like Custom Reports, Google and Facebook Ads Reports, Attribution Reports, Call Reports, Agent Reports, and Appointment Reports, you can monitor every critical aspect of your business and make informed decisions to drive growth. Whether you’re analyzing call metrics or assessing ad performance, our reporting tools are designed to simplify data analysis and support your success.
You find the Reporting Feature/Section by navigating to “Reporting” in the left Feature Side-Bar. Here you can see the different Reports in the Tabs in the upper section of the Site as highlighted in red in the image below.
Custom Reports
The Custom Reports section allows you to create tailored reports that provide specific insights based on your business needs. With the flexibility to choose metrics, timeframes, and data categories, you can generate comprehensive reports that focus on key performance indicators relevant to your goals. Additionally, the platform enables you to schedule these reports, ensuring you and your team receive critical insights on a regular basis without manual intervention. Custom Reports help you make data-driven decisions and streamline your reporting processes. For step-by-step guidance on creating and scheduling reports, refer to the Article “Custom Reports in Detail”
Google Ads Report
The Google Ads Report section provides a detailed analysis of your Google Ads performance, helping you monitor key metrics like impressions, clicks, conversions, and ad spend. By integrating your Google Ads account, you can gain insights into campaign effectiveness and optimize your advertising strategies to maximize ROI. The report includes advanced metrics and terminologies, such as Click-Through Rate (CTR), Cost Per Conversion, and Quality Score, offering a deeper understanding of how your campaigns are performing.
For further Information about setting up, understanding and troubleshoot Google Ads Report read our Articles within the Google Ads Report / Google Analytics Category. You will also find Information/Articles other Google Services like Google Analytics - tracking and record possibilitys for your websites and more.
Facebook Ads Report
The Facebook Ads Report section enables you to track and analyze the performance of your Facebook ad campaigns, providing valuable insights into metrics such as impressions, clicks, leads, and ad spend. By integrating your Facebook Ads account, you can monitor campaign success and make data-driven decisions to improve ad performance and ROI. The report also covers essential metrics and terms, including Cost Per Lead (CPL), Click-Through Rate (CTR), and Conversion Rate, ensuring a comprehensive understanding of your ad strategies.
For further Information about setting up, understanding and troubleshoot Facebook Ads Report read our “Facebook Ads Report in Detail” Article.
Attribution Report
The Attribution Reporting section offers valuable insights into the origins of your leads by identifying the channels or sources through which contacts engage with your business. By analyzing this data, you can determine which marketing efforts—such as Google Ads, Facebook Ads, organic searches, or direct traffic—are most effective in generating leads. This understanding enables you to allocate resources more efficiently and optimize your marketing strategies. For detailed information and guidance on setting up and interpreting attribution data, please refer to the Article “Attribution Report in Detail”.
Call Report
The Call Reporting section in the Reporting module provides a comprehensive view of your team's call interactions with clients and prospects. This feature categorizes calls into incoming and outgoing, allowing you to analyze performance metrics effectively. Key insights are visualized through charts such as the distribution of call statuses (answered, missed, or busy) and first-time call statistics. The top call sources chart reveals where calls originate, whether from organic, paid, or direct channels, helping you optimize lead generation efforts. For outbound calls, the top agents section highlights team performance by listing the number of calls made, average call durations, and unique leads contacted. Users can also access a detailed historical call data table to dive deeper into individual call records, including status, duration, and any associated recordings. This tool empowers businesses to evaluate communication strategies and enhance customer engagement effectively.
Incoming Tab
Outgoing Tab
Agent Report
The Agent Reporting section provides a comprehensive overview of your team's performance through a range of metrics. This feature includes insights into opportunities, conversions, SMS, emails, and call metrics. It also offers a leaderboard ranking agents by their performance in metrics such as most opportunities or won deals, allowing for a clear assessment of top performers. With its ability to compare data across date ranges, the report helps businesses track progress over time. The report also incorporates advanced calculations like Sales Velocity, which measures the speed at which opportunities are converted into revenue, giving you a deeper understanding of your sales efficiency. This empowers businesses to identify strengths, recognize high-performing agents, and optimize operations effectively.
Appointment Report
The Appointment Reporting section provides a comprehensive overview of all appointment-related activities, helping businesses track, analyze, and optimize their scheduling processes. Through this report, users can view key metrics such as the total number of appointments booked, confirmed, canceled, and new. Interactive charts display data on appointment sources, user activity, and calendar performance. For instance, you can identify the top-performing calendars, understand which users secure the most appointments, and pinpoint the most popular days for bookings. Additionally, the report highlights areas requiring improvement, such as calendars with high cancellation rates. With filters for specific time frames and calendars, this tool ensures efficient resource allocation and strategic planning. All data is easily accessible for detailed analysis.
FAQs
General
Why Can't Users See Data on Dashboard Widgets?
Check Permissions: Ensure that the required permissions are enabled for the respective user profile. For example, permissions for contacts should be enabled to view contact-related widgets on the dashboard.
Assigned User Settings: If the "ONLY ASSIGNED USER" option is enabled in settings, users will only see data and metrics linked or assigned to them. Ensure that users have the appropriate assignments configured to access the desired data.
Verify Date Range: Make sure the date range is correctly set on the dashboard. For example, if you are validating data shown on the contacts page and dashboard, ensure that both pages have the same date range added for correct and synchronized data display. Double-checking the date range alignment can help ensure accurate data representation across widgets.
Understanding the Difference between Call Reporting and Agent Reporting
What is the difference between Call Reporting and Agent Reporting?
Call Reporting and Agent Reporting are two distinct features in our system that serve different purposes. Call Reporting focuses on tracking calls based on the assigned phone numbers, while Agent Reporting focuses on tracking calls based on individual agents/staff members.
How do the filters differ between Call Reporting and Agent Reporting?
In Call Reporting, the filter is applied based on the assigned phone number, which may have a given name such as "Max." On the other hand, in Agent Reporting, the filter is applied based on individual agents/staff members.
Why might there be a mismatch between Call Reporting and Agent Reporting data?
The mismatch between Call Reporting and Agent Reporting data can occur due to the nature of how calls are tracked. In Agent Reporting, the call count includes all contacts assigned to Max, as well as calls received or made by Max. However, in Call Reporting, the calls made to contacts assigned to Max may have been handled by someone else, leading to differences in statistics.
How can I ensure accurate reporting when comparing data from Call Reporting and Agent Reporting?
To ensure accurate reporting, it's essential to understand the differences between the two reporting methods and the factors that may contribute to discrepancies. When comparing data from Call Reporting and Agent Reporting, consider the specific filters applied and the criteria used for tracking calls in each system. Additionally, verify that the configurations align with your intended reporting objectives to minimize any potential discrepancies.
Why is the Call count different between Google Ads Platform and our Call Reporting section?
The Call count shown in Google Ads Platform is not directly linked to our Call Reporting section. We do not display the Call count from the Google Ads Platform in our reporting. To track calls through Google Ads, users can set up a Number pool and add the number pool script on the website where they want to track calls. If users have set up a Number pool but are not seeing accurate call tracking, they may need to ensure that the number pool script is correctly implemented on their website.
Understanding Data Mismatch for different Users
Why is there a data mismatch for different users?
The data mismatch for different users can be attributed to various factors, one of which may be the difference in timezones between the users.
Differences in timezones can impact data recording and reporting, especially when dealing with time-sensitive events such as call logs or activity timestamps. If users are located in different timezones, their actions may be recorded based on their local time, leading to discrepancies in data when compared across different users.
Revenue on Reports and Dashboards
Why does the Revenue shown on Facebook Ad Reporting differ from Opportunity data?
The Revenue displayed on Facebook Ad Reporting originates from Opportunity data, not directly from the Facebook Ads platform. This distinction arises because the client needs to configure two workflows to integrate Facebook conversion data with our platform. The same applies to Sales count and Leads count.
How is revenue calculated on the dashboard?
The revenue displayed on the location dashboard represents the sum of the Monetary value of WON opportunities, rather than the actual payment received. This revenue metric is tied to opportunities and not directly linked with the integrated payment system.
Google Ads Tracking and Reporting
Why is the Lead count 0?
The Lead count in Google Ads is attributed to contacts whose first attribution is "Paid Search" and originated from Google ads with utm_source=adwords and gclid indicating the Google click ID. This occurs when the client's setup is incorrect, such as missing tracking templates or precautionary scripts. Additionally, discrepancies may arise if the actual campaign name differs from the contact's campaign name or if the campaign name exceeds 250 characters.
Why is my Sales count 0 (zero)?
The Sales count on Google Ad reporting reflects the number of Google Ad Lead opportunities marked as WON. If the opportunity status was changed to anything other than WON or if the Leads count is 0, the Sales count will be 0 as well. Sales count dynamically updates based on changes to opportunity statuses and is a subset of Leads count.
Why does the Sales count keep changing for the same old date range?
Changes in opportunity statuses, particularly if an opportunity was marked as WON on multiple occasions within the same date range, can cause fluctuations in the Sales count. The count reflects the date of the last status change to WON, and opportunities may be excluded if their status changes.
Why is Google Conversion not working?
Google Conversion may fail if the tracking template or precautionary script is not properly added, leading to incomplete data. Discrepancies between the data sent back to Google Ads API and the actual data may also result in conversion failures.
Facebook/Meta Ad Reporting
Why is my Sales count 0 (zero)?
The Sales count on Facebook Ad reporting reflects the number of Facebook Lead opportunities marked as WON. This count is directly linked to the Leads count on the Facebook Ad Reporting. The Sales count will only appear if the Lead Event workflow is correctly set up. Ensure that the FB Lead Event workflow is configured properly. If the opportunity status is changed from WON to another status, or if the Leads count is 0, the Sales count will be 0.
Why does the Sales count keep changing for the same old date range?
Changes in opportunity statuses, particularly if an opportunity was marked as WON on multiple occasions within the same date range, can cause fluctuations in the Sales count. The count reflects the date of the last status change to WON, and opportunities may be excluded if their status changes.
Contacts are repeating in Campaign, Ad, and Ad Group
The Facebook Ad Reporting displays Leads and Sales based on the Campaign Name, Ad Group Name, and Ad Name. To avoid contacts repeating in multiple campaigns, ensure that these names are unique. Repeated contacts may occur if the Campaign Name, Ad Group Name, or Ad Name are identical. Ensure that these names are distinct to prevent contacts from appearing multiple times.
Understanding Email Stats via SMTP Integration
What events do we track for emails sent via SMTP integration?
For emails sent through SMTP integration, we track opened, clicked, replied, and bounce events.
Why don't we receive other email events like delivered or unsubscribed via SMTP?
SMTP integration doesn't provide visibility into all email events, limiting us to specific actions like opens, clicks, replies, and bounces.
How do we handle missing events in our tracking system?
To compensate for missing events, we preprocess the data when other events occur. For example, if an email is opened, we assume it was delivered as well and update the delivered count accordingly.
Why does the opened and delivered count appear the same for emails sent via SMTP?
Due to our preprocessing approach, where opened emails are assumed to be delivered, the opened and delivered counts may appear identical. This is because we update the delivered count upon an email being opened.
Passing Parameter-Value Pairs with GA4 Events via Workflows
How can we pass Parameter: Value pairs along with a GA4 Event from a workflow?
Currently, we do not have a direct method to pass Parameter Name and Parameter Value in a GA4 action through workflows.
What is Event Value in GA4?
Event Value refers to a numerical value assigned to an event to signify its significance or monetary worth. This value allows for quantifying specific interactions, aiding in the analysis of their impact on business objectives.
Conclusion
In conclusion, the Reporting feature offers a robust suite of tools to monitor, analyze, and optimize various aspects of your business operations. From tracking call activities and appointment trends to evaluating agent performance and campaign effectiveness, these reports provide actionable insights to enhance decision-making and efficiency. By leveraging detailed metrics, visual dashboards, and customizable filters, you can uncover key opportunities for growth and ensure your team stays on track to meet its goals. Whether you need to fine-tune strategies or celebrate wins, the Reporting feature equips you with the data you need to drive success.