Easy Call Tracking Reports for Agencies
Customizable Report Templates That Prove Your Campaigns Deliver Phone Calls
Show your clients the true impact of your marketing efforts with automated call tracking reports that go beyond call volume. From source attribution to lead quality, these ready-to-use templates connect every phone call and form submission to the campaign that drove it. Customize reports with your agency’s branding, and deliver marketing insights your clients can act on.
Custom Call Tracking Reports as Unique as Your Marketing Agency
Holistic Call Tracking Reports
Integrates with the Most Popular Call Tracking Solutions
Accurate, automated reporting for the most popular call tracking platforms, including WhatConverts, CallRail, Call Tracking Metrics, Avanser, Wildjar, and Twilio. Choose from standalone call tracking reports or include a call tracking section in your cross-channel marketing reports.
Source Tracking for All Calls and Web Form Submissions
Monitor Top Traffic Sources
Stop guessing which marketing campaigns send your clients traffic! Quickly analyze and show clients exactly which sources are referring calls, then leverage that data to increase call volume while decreasing ad spend.
Name, Phone Number, and Location
Analyze Contact Details
Show clients who called, when they called, and whether the call resulted in a quote. Review names, phone numbers and locations (city / state / country) for each lead in real-time as calls and form submissions are generated. Never miss following up with a lead again!
Identify Missed Calls
Monitor & Manage Staff Performance
Generating calls is only half the battle. It's just as important to ensure calls are actually answered and are handled professionally. Monitor and improve staff performance by tracking answered versus missed calls and reviewing MP3 call recordings.
Automated Call Tracking Reports
Spend Less Time Keeping Clients In-The-Know
Schedule your clients’ call tracking reports to send daily, weekly, bi-weekly or monthly. Automate the entire process so your clients stay informed and your agency can spend more time doing great work.
Your Logo, Your Colors, Your URL
White Label Call Tracking Reports
Take your brand positioning to another level with white labeled reports. Custom crafted by top UX designers, your clients will love the clean look and feel. Include your logo, your colors, and your website. Clients will think you designed them in-house!
Integrates With 85+ Marketing Platforms
All Your Data In One Place
Call tracking and web form reporting are important parts of your marketing toolkit—but they aren’t the entire toolkit. Connect data from more than 85 channels into AgencyAnalytics’ powerful reporting platform for a holistic view of your clients’ marketing performance. Create custom dashboards and reports that show clients the entire story and the full value your agency brings to the table.
Sign up for your free trial now!
No credit card required. No setup hassle. Just instant access to automated reporting, custom dashboards, and multi-channel insights.
What’s Included in the Customizable Call Tracking Report Template
Create a polished first impression with a professionally designed cover page that includes your agency’s logo, colors, and contact details. Reinforce your brand and show clients they’re in expert hands.
Summarize call data insights in a clear, client-friendly overview. Highlight key trends, wins, and changes across your client’s phone and web form activity. Use this space to outline what worked, what’s changing, and what you’re recommending next.
Track how many calls your client’s business received across specific time periods. Spot surges or dips in call activity and connect them to active campaigns or external events.
See exactly where calls are coming from—whether it’s a Google Ads campaign, organic search, or referral traffic. Tie marketing efforts directly to lead generation and show what’s moving the needle.
Build custom call tracking reports that deliver results
Save time and impress clients with a powerful, results-driven report template. Access the free call tracking report template today!
Help clients understand what happens after the phone rings. Track how many calls were answered or missed, and provide actionable support insights to improve staff performance and service outcomes.
Understand the quality of client conversations by monitoring average call length. Spot opportunities for coaching team members or qualifying leads earlier in the sales funnel.
Rank the lead sources driving the highest call volumes. Whether it’s a landing page, directory listing, or social campaign—this section helps optimize your client’s customer acquisition strategy.
Identify which campaigns generated the most inbound calls and web form leads. Prioritize what’s working and make informed decisions about budget allocation moving forward.
FAQs About Custom Call Tracking Report Templates
Still have questions about call tracking report templates and reporting best practices? Don’t worry, we’ve got you covered!
Yes. An AgencyAnalytics report is built from sections you choose, in the order you set. A client dashboard you've already built exports in as a new section. Save the finished structure and it becomes a template of your own. The report editor guide has the steps.
Yes. An AgencyAnalytics report sends daily, weekly, biweekly, monthly, quarterly, or annually, with your own subject line and message on it. Require Approval pauses each send for your review first, which is worth having on while a client is new. The scheduling guide has the detail.
The template comes with an AgencyAnalytics subscription. There's one plan at $25 per client a month and it covers every feature. The 14-day free trial requires no credit card, so build the template and see it working before you pay anything.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
