IntegrationsWhatConverts

WhatConverts Reporting

Build professional WhatConverts client reports and dashboards in minutes. Track and analyze key WhatConverts metrics to boost conversions, and build beautiful WhatConverts reports to impress your clients. Get full credit for every lead you generate.

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Bring WhatConverts data into focus

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

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Lead Tracking

Source attribution for both calls and web form submissions

Listen to Calls

Call recordings allow you to quantify the quality of your client's leads

Exhaustive Analytics

Decisive and meaningful metrics for all leads

Boost Conversions

Visualize crucial data trends to make it easy to optimize for conversions

Report on Revenue Metrics

Analyze your Client’s ROI

Different lead sources convert at different rates. But leads that convert over the phone aren't captured by most analytics packages.

Determine the exact value of each lead and traffic source with WhatConverts' sales and quote value metrics and then showcase your success in a professional marketing report.

Explore the Marketing Report Template

Advanced Microsoft Ads insights for Higher Returns

Explore the Marketing Report Template

Metrics Explorer

Explore All Available WhatConverts Metrics

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

Chat
Date
Email
Event
Field Status
Leads
Not Quotable
Not Set Quotable
Other
Pending Quotable
Phone Call
Quotable
Quote Value
Repeat
Sales Value
Text Message
Transaction
Unique
Web Form

More Than Just Call Tracking

Analyze both Phone Calls and Form Submissions

Simple call tracking doesn't always tell the whole story. Present clients with a holistic analysis of all leads, from all channels. Track and monitor phone calls and web form submissions, with granular attribution for both online and offline sources.

Correlate transactions to marketing campaigns

Monitor Transactions Over Time

Monitor transactions over time to identify the exact number of leads that converted into sales. Analyze conversion trends to further optimize campaign expenditure and phone staffing.

Adwords, Facebook Ads, Referrals, Print Ads & More

Track Lead Sources

Attribute the lead source for each specific phone call or web form submission. Determine whether a given lead came from PPC, organic search, and even print ad referrals and show customers exactly which marketing campaigns are driving ROI.

Ryan Kapczynski

Premier Legal Marketing

AgencyAnalyticshasbeenanincrediblyvaluabletoolforouragency.Ithassavedustimespentonreportingandstoresallclientmetricsinonecentrallocation.Ihighlyrecommendit!

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Showcase your agency’s value with fully branded WhatConverts dashboards and reports that spotlight lead sources, call tracking, and conversion data. Deliver insights clients trust—wrapped in your logo, custom domain, and polished design.

Stand out with strategy. Stay top of mind with your brand.

See White Label Options

An example of how to white label marketing agency dashboards and client reports

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

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Give clients a dedicated space to track WhatConverts performance—form fills, calls, lead sources, and more. Centralize reporting, communication, and updates in one secure, branded portal built for transparency.

Your clients stay informed. Your agency stays front and center.

Offer Custom Client Portals

An example of a marketing agency client portal

Anya Curry

Ambidextrous Services

Accurateinformationhelpsusmakeinformeddecisionsandproviderecommendations.UsingatoollikeAgencyAnalyticshelpsusdothisefficientlysowecanspendmoretimeimprovingresultsforourclients.

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FAQs About WhatConverts Reporting for Marketing Agencies

Lead capture is more than just volume—it’s about source, value, and quality. These FAQs help agencies spotlight conversions, prove ROI, automate delivery, brand insight delivery, and scale reporting across all lead sources.

Agencies track both phone and web submissions: total leads, call and form counts, lead source attribution, and conversion value. Metrics like “Quotable Leads,” “Sales Value,” repeat conversions, and call recordings reveal lead quality and campaign revenue impact—all without manual data wrangling.

Creating a custom WhatConverts report is easy with AgencyAnalytics. Choose a call-tracking template or assemble a custom layout with drag-and-drop widgets. Combine call forms, total lead volume, source attribution, and value metrics. Add recordings and leverage AI reporting tools to highlight high-performing campaigns or unusual trends. Bespoke call tracking reports have never been easier.

Absolutely. Once your WhatConverts dashboard is configured, AgencyAnalytics sends scheduled reports automatically at whatever cadence you select—no manual exports or copy-and-paste steps required. This frees agency teams to focus on testing, optimizing, and scaling rather than reporting upkeep.

Use white label client reporting tools to fully brand dashboards and reports with your logo, layout, and custom domain. Clients receive a seamless, on-brand experience—whether viewing live data or emailed summaries.

Rather than managing multiple tools, agencies build individual dashboards for each client and layer in roll-up views to monitor lead volume, conversion value, and channel performance across all accounts. Enable client portals so clients securely access their data—reducing manual setup, saving time, and letting teams focus on revenue-driving strategies.

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