Marketing and Sales Reports and Analytics Dashboards: Know WhatWorks.Fix WhatDoesn't
Clear dashboards and reports that connect your leads, calls, ads, appointments and revenue, so every decision is based on real numbers instead of guesswork.
Numbers we trackLeadsCallsAppointmentsAd spend & ROIPipeline valueReviewsRevenue
Reports we build
The questions every owner asks, answered.
Each report is designed around a real business question, with a simple view you can understand in seconds. Charts below show sample data.
Where do my leads come from?
Lead source reports show which channels bring enquiries and which ones bring paying customers.
Google Ads
Facebook
Organic
Referrals
When do customers call?
Call analytics reveal peak hours, missed calls and outcomes, so you staff and respond at the right times.
Calls by hour of day · gold = peak
Is my ad spend paying off?
Cost per lead and return on ad spend, side by side.
3.4xsample ROAS
How fast do we reply?
Speed-to-lead tracking, because fast replies win jobs.
2m 14ssample first reply
Average time from enquiry to first response
Where do deals get stuck?
Pipeline reports show value at every stage.
New · Contacted · Quoted · Won
VisitorsReached your site
LeadsFilled a form or called
ContactedSpoke with your team
BookedAppointment set
CustomersPaid
Example funnel for illustration. Your real shape will differ.
Built for your whole team
The right numbers for the right person.
One data source, with views tailored to each role, so nobody has to dig through spreadsheets.
Owner
The big picture
Revenue and growth
Cost per customer
Return on marketing
Marketing
What brings leads in
Campaign performance
Lead source quality
Cost per lead
Sales
What closes deals
Response speed
Pipeline by stage
Win rate per rep
Support
How customers feel
Call and chat volume
Missed contacts
Review ratings
One source of truth
All your data, one clear view.
We connect the tools you already use, so your reports reflect the whole business, not just one platform.
Google Ads
Meta Ads
Call tracking
Forms & website
Calendars
Payments
Your DashboardGOHIGHLEVEL
Reporting rhythm
Insight on a schedule, not on request.
Weekly
Snapshot
A short email every week with leads, calls, bookings and anything that needs attention.
Monthly
Deep dive
A full report on sources, funnel, spend and results, with clear recommendations in plain English.
Quarterly
Strategy review
A call to review trends, set targets and decide where to invest next.
Define the goals
We agree what success means: leads, bookings, revenue or return on spend.
Fix the tracking
We set up forms, calls, tags and conversion events so the data is accurate.
Build dashboards
We create live views for each role, tested against your real numbers.
Review and improve
We walk you through results and turn findings into next actions.
FAQ
Reports & analytics questions answered.
Which tools can you pull data from?
Commonly GoHighLevel, Google Ads, Meta Ads, Google Analytics, call tracking, forms, calendars and payment tools. Exact options depend on your setup and the access each platform provides.
Will the numbers be accurate?
Accuracy starts with tracking. We audit your forms, phone numbers and conversion events first, then check the dashboards against your real records before handing them over.
Can I see the dashboard any time?
Yes. Dashboards are live, so you can open them whenever you like, and we also send scheduled reports so you never have to ask.
Do I need to understand analytics?
No. Reports use plain language and clear charts, and every report includes what the numbers mean and what to do next.
Can you track which ads bring paying customers?
In most setups, yes. We connect lead sources through to appointments and payments, so you can judge campaigns by revenue, not just clicks.
How long does setup take?
It depends on how many tools are connected and how clean your current tracking is. After a short discovery call we share a clear plan and timeline.
Ready to see your numbers?
Let's turn your data into decisions you can trust.
Tell us what you want to measure and we will design dashboards and reports that answer it. No pressure, just a clear plan.