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STEP 4

Communicate & Insights

Your lead data is collected, complete, and enriched—now transform it into actionable marketing insights. Use reporting tools to measure and communicate performance through metrics that matter: qualified leads and revenue potential.

Dive in and discover how it's done

How It Works Video

Access Marketing Insights

Get an instant marketing performance overview through the Summary Report. Use pre-built report templates to track leads and revenue by source, landing page, and more.

See also

📘 Access Marketing Insights [How-To Guide]

Generate Quick Reports

Use Quick Reports to analyze two dimensions at once—like qualified leads by campaign—and identify opportunities right from the Lead Manager.

See also

📘 Generate Quick Reports [How-To Guide]

Resource Center

Access Marketing Insights Generate Quick Reports

Introducing Quick Reports & Lead Grouping

We're excited to announce two game-changing features that will revolutionize how you interact with your lead data: Quick Reports and Lead Grouping...

Client Communication 101: How to Say I've Got This!

Sometimes the most important lessons take the longest to learn. As a marketer, it took me awhile to realize that a drop in marketing performance can...

Generating a Quick Report

Quick Reports are mini-reports that populate directly in the Leads Manager. These reports allow you to evaluate leads with up to two dimensions...

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Dashboard Report

When you log into WhatConverts, you will have the opportunity to review the "WhatConverts" dashboard. This Dashboard is available at the...

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Lead Manager Updates: Quick Reports & Lead Grouping

Lead management just got a whole lot easier. Announcing major updates to the Lead Manager: Quick Reports and Lead Grouping. These upgrades let you...

6 Marketing Report Templates You'll Actually Use

Gathering a ton of marketing data is great, but it only impacts your business if you can put it in a clear marketing report. You need to be able to...

Did You Know – Scheduled Reports

Tired of wasting time building and sending out custom reports to each of your clients every day, week, and month? No problem—win your...

Customer Reporting Trends: How to Use Value-Based Metrics

Did you know the average agency spends an hour per client on monthly reporting? This data comes from Wordstream*, and it highlights...

How to Schedule a Report

Log into the WhatConverts Profile you want to schedule the report from. Click "Reports" in the top menu. Select "Scheduled Reports". At the top...

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