What metrics should agencies track in a CallRail report?

Track core call performance: total calls, answer rate, average call duration, and qualified leads. Also highlight call sources—like PPC, organic, or print—to show which channels drive the most phone conversions.

Can you automate CallRail reporting for clients?

Yes. Agencies set up scheduled reports or live CallRail dashboards that pull in call volume, lead data, and source attribution. Once connected, reports refresh automatically—no manual downloads—and clients receive timely insights without extra effort.

How do agencies white label CallRail reports?

Agencies apply their branding—including logos, color schemes, layout preferences, and portal domains—through a centralized settings panel. Available on select AgencyAnalytics plans, this ensures every CallRail report looks like it came directly from the agency, not a third-party tool.

How do you create a custom CallRail report?

To create custom CallRail reports, start with report and dashboard templates and easily build from there. Choose metrics like total calls, source breakdown, and lead status. Add custom commentary and advanced data visualizations to highlight results and tie reporting directly to client goals.

How do agencies report on CallRail data across multiple clients?

Agencies report on CallRail data at scale by duplicating a standardized dashboard across client accounts. Each dashboard pulls in live call tracking metrics automatically, so teams deliver consistent, branded reporting without manual setup for each client.

IntegrationsCallRail

White Label CallRail Reporting Integration

Item: AgencyAnalytics
Rating: 5
Author: Michelle van Blerck

The white label CallRail reporting integration gives you full visibility into call tracking data. Track and report on every call to make the most out of your client lead generation efforts.

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A screenshot of the CallRail integration on AgencyAnalytics

Bring CallRail data into focus

Transform complex metrics into clear, client-friendly reports that reveal what's working and where to improve.

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Robust Call Analytics

Monitor crucial metrics like name, call back number, source and duration

Source Attribution

Identify the exact source of each call, including PPC, organic search and print ads

MP3 Call Recordings

Measure and quantify call quality by listening to MP3 recordings of each call

Increase Client ROI

Gain advanced insight into campaign trends and watch your client's ROI soar

Source, Phone Number & Duration

Informative Call Tracking Analytics

Analyze call tracking campaign performance with an extensive array of industry standard metrics. Monitor KPIs like caller name, source, data and phone number.

Explore the Call Tracking Dashboard

Explore the Call Tracking Dashboard

Metrics Explorer

Explore All Available CallRail Metrics

See all the metrics you can easily add to your client reports and marketing dashboards

Answer Rate
Answered
Average Duration
Calls
Calls Per Lead
Date
First Call
First Form Count
Leads
Miss Rate
Missed
New Rate
Submissions
Value

A collection of example highlighted call tracking metrics

Analyze answered versus missed calls

Stop Missing Calls

Missed calls are missed opportunities. Monitor missed call related KPIs over time to analyze and eliminate this source of lost revenue.

PPC, Print, Social, Organic

Online/Offline Source Attribution

Utilize CallRail's Dynamic Number Insertion feature to monitor the entire visitor journey through your client's marketing funnel. Show clients exactly which marketing campaigns (Adwords, Facebook, Organic Search, or print advertising) generated each individual call.

Share Every Type of Lead with Your Clients

Track Form Submissions

Does your client's website track form submissions instead of calls? Include form leads too! Share a live dashboard that includes the contact information for every lead you generate.

Improve Client Loyalty, slash churn rates

Get Full Credit For Your Marketing Efforts

Prove to clients that your marketing efforts are driving phone calls and leads. Turn customers into raving fans by demonstrating the exact PPC campaign, search keyword, or print ad that resulted in each individual phone call.

Phone calls are a key part of your clients’ marketing funnel—and with the CallRail reporting tool in AgencyAnalytics, it’s easy to prove their value. Build detailed dashboards that highlight call volume, sources, and outcomes in a format clients actually understand.

For a full-funnel view, combine CallRail insights with data from 85+ platforms to show how every channel contributes to lead generation and ROI.

Browse Integrations

When clients need fresh data, they need it now. But giving clients access to your native CallRail account often doesn't make business sense and just results in "information overload". Live, custom client dashboards let you give clients the fresh data they need in an intuitive format that they can easily interpret and understand.

Create Custom Marketing Dashboards

Take your brand presentation to the next level with visually stunning call tracking reports and live client dashboards that feature YOUR branding. Upload your logo, configure a custom login URL and tweak colors to match your website. Clients will think you developed everything in house.

Explore White Label Capabilities

Example of Available Marketing Integrations

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

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Transform CallRail data into clean, visual dashboards your clients can understand instantly. Pair it with insights from 85 other platforms to spotlight lead sources, campaign impact, and conversion trends—no complex BI tools required.

Fast, focused reporting built for busy agencies.

Visualize Client Success

Give clients a secure, branded portal to track call performance, campaign results, and marketing insights—all in one place. Centralize reports, task updates, and attribution data from CallRail to keep communication clear and collaboration seamless.

You drive the strategy. Clients stay informed. Your agency stays essential.

Offer Custom Client Portals

Show clients how your campaigns are generating real results with automated, white-labeled dashboards powered by CallRail data. Eliminate manual call tracking and deliver clear insights that connect inbound leads to your marketing strategy.

Free up time for what matters most—optimizing campaigns that grow your clients’ business.

Create Custom Marketing Dashboards

Examples of marketing data visualizations

FAQs About CallRail Reporting for Marketing Agencies

Looking to streamline call tracking and prove campaign impact? These FAQs explain which metrics matter, how to automate and brand reports, build tailored dashboards, and scale reporting across client accounts.

Track core call performance: total calls, answer rate, average call duration, and qualified leads. Also highlight call sources—like PPC, organic, or print—to show which channels drive the most phone conversions.
Yes. Agencies set up scheduled reports or live CallRail dashboards that pull in call volume, lead data, and source attribution. Once connected, reports refresh automatically—no manual downloads—and clients receive timely insights without extra effort.
Agencies apply their branding—including logos, color schemes, layout preferences, and portal domains—through a centralized settings panel. Available on select AgencyAnalytics plans, this ensures every CallRail report looks like it came directly from the agency, not a third-party tool.
To create custom CallRail reports, start with report and dashboard templates and easily build from there. Choose metrics like total calls, source breakdown, and lead status. Add custom commentary and advanced data visualizations to highlight results and tie reporting directly to client goals.
Agencies report on CallRail data at scale by duplicating a standardized dashboard across client accounts. Each dashboard pulls in live call tracking metrics automatically, so teams deliver consistent, branded reporting without manual setup for each client.