Reports & Analytics

Marketing and Sales Reports and Analytics Dashboards: Know What Works. Fix What Doesn'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.

Custom dashboards Accurate tracking Plain-English insights
Lowest cost per leadSpotted automatically
Weekly report sentEvery Monday morning
Performance DashboardSAMPLE DATA
Leads0▲ vs last month
Booked0▲ vs last month
Revenue$0K▲ vs last month
Leads over timeLast 30 days
Appointments by week
Lead sources
  • Ads
  • Organic
  • Referral
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
Dashboard
GOHIGHLEVEL
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.