Start in the right account
Keep each client's calls, numbers, and campaigns in its own business context. Give teammates the access they need for the review.
For Managing client reporting
Give each client a report with a clear story.
Keep client accounts separate and build repeatable reviews of call sources and outcomes.
- 01SourceClient account campaigns
- 02ConversationCalls and outcomes reviewed
- 03Next stepFocused client report
One inquiry. Its context stays connected.
Built around your day
Start with the way you work.
Client reporting works better when everyone agrees on what the numbers represent. Keep the account, campaign filters, time period, and outcome definitions visible so a monthly review can lead to a practical decision.
Choose a repeatable report
Use consistent periods and filters. Distinguish total call activity from the subset of calls with recorded outcomes.
Bring a few conversations into the discussion
Use actual call details to explain an unexpected pattern. Share relevant evidence with appropriate access rather than an unexplained total.
The question worth asking
Can the client understand what changed and what to do next?
Connect the report to campaign sources, receiving coverage, and recorded outcomes. Keep the action tied to the evidence discussed in the review.
Bring these details into the review
01Account and date range
02Consistent outcome definitions
03Evidence for proposed changes
The tools behind the workflow
Bring the right details together.
Multiple client accounts
Manage separate business accounts while keeping a consistent way to track calls and review campaigns.
Explore featureCustom reports & CSV exports
Filter call and operational reports, then download results as a spreadsheet-ready CSV file.
Explore featureTeam roles & permissions
Invite teammates and control who can view or change information in each account.
Explore featureBefore you start
A few useful details.
Fit the setup to your actual campaigns, receiving team, and follow-up process.
Can a client review only its own account?
Configure account membership and roles around the client relationship. Review the resulting access before relying on it for shared reporting.
Can I take the report into a spreadsheet?
Yes. Download the relevant filtered report as a CSV file and keep its scope clear when you share it.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.