Reports & scheduled emails

The dashboard

Dashboard shows the range you pick (7/30/90 days or custom): leads, visitors, visits, conversion rate, quote and sales value, ad spend and cost-per-lead — plus leads-and-visits over time, and channel, type and status breakdowns. The totals always match the Lead Manager for the same range.

Recent leads sits on the dashboard by default: the newest enquiries for the project (or profile) you are in, whatever date range is selected, each with its type and channel, quotable mark and status, linking straight to the lead. Like every widget it can be removed or moved from Customise.

Attribution model: last non-direct click by default — a lead that clicked a Facebook ad and later returned directly still credits Facebook. Flip to First touch with the toggle to see original-source attribution instead.

The overview: every project at a glance

If your membership covers the whole agency, Overview in the sidebar lists every project in one table for the chosen range: leads, won, quotable (with the rate), quote and sales value, and, where a project tracks spend, spend, cost per lead, cost per quotable lead and wasted spend. Every figure carries its change against the previous equivalent period, and the tiles above the table are the agency totals. Click a project name to switch to that project and open its dashboard. A project running sample data is listed with a marker and left out of the totals, so a demo never inflates your real numbers. Members scoped to a single project do not see the Overview; their dashboard already is one.

Preset and custom reports

Reports ships presets — Leads by Channel, Source/Medium, Campaigns, Landing pages — and a Custom builder: pick a dimension (channel, campaign, landing page, keyword, assignee…), tick status/type filters, and Run. Save anything you'll want again. The keyword dimension reads the utm_term your links carry, so tagged paid-search traffic breaks down by search term; untagged leads group under "(not set)". Every breakdown also counts quotable leads beside raw leads, and with spend tracked adds cost per quotable lead and wasted spend so you can see which channels buy good leads, not just leads.

Every report also compares against a previous period by default: green and red badges on each stat and row show the change. The comparison window is the same number of days immediately before your range (pick a 30-day range and it compares to the 30 days before it), or switch to vs last year for the same calendar dates a year earlier. Cost metrics read the other way round: a falling cost per lead shows green. Rows that only existed in the earlier period stay visible, greyed, because a channel that vanished is worth noticing. Turn it off with No compare. Scheduled report emails honour the comparison you saved with the report; CSV exports carry the prior period as extra columns. Two things worth knowing: dashboard tiles always compare to the previous period (the mode switch lives on Reports), and because today is still in progress, a range ending today compares a partial day against complete prior days, so morning numbers lean slightly low.

Channel groupings

Group channels into the buckets you actually report on — e.g. Paid = paid-search + paid-social. Tap channels into a group on the Reports page; every chart and report re-buckets automatically.

Scheduled reports

Three ways to send a report by email:

1. Templates — one-click setups like Monthly overview or Daily new leads: pick recipients (teammates by name, or any client email), set the day for monthlies, Activate.
2. Schedule any saved report — daily, weekly, or monthly.
3. Send once / Send now — fire a report immediately without a schedule.

Recipients don't need a Trackfully login — schedules are how client inboxes get their numbers.