WhatConverts Reporting

Bring WhatConverts data into focus
Transform complex metrics into clear, client-friendly reports that reveal what’s working and where to improve.
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
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 All Available WhatConverts Metrics
- Chat
- Date
- 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

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


Anya Curry
Ambidextrous Services
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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Everything your agency needs

Automated Reports

White Label Dashboard

Client & Staff Access

Connect Your Data

AI Powered

Goal & Budget Tracking
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