Lead tracking and reportingAnswers in
under a second.
A live dashboard, reports by campaign, buyer and supplier, and an explorer that pivots your leads any way you need. Every number is worked out from your raw lead history, in UK time.
What you get
Reports that are current when you open them.
Worked out live
Every figure comes straight from your raw leads when you open it. There are no overnight rollups, so nothing is a day out of date.
Fast at any size
Reports run on ClickHouse, so slicing millions of leads by campaign, buyer or day comes back almost instantly.
Take it anywhere
Export exactly the leads you've filtered as CSV, or pull reports through the REST API with a signed-in session, documented with an OpenAPI spec.
Dashboard
The whole day on one screen.
Leads, qualified leads, revenue, conversion and active campaigns, each compared with the period before. Switch between today, 7, 30 and 90 days and every chart follows.
- Six charts: leads over time, delivery breakdown, revenue, top campaigns, hourly distribution and lead sources.
- UK calendar days, so "today" starts at midnight in London, and BST is handled for you.
- Lead Value Insights breaks down the value of any filtered set of leads by source, hour, day, campaign or buyer.
Reports
Pivot your leads any way you need.
Performance shows revenue and delivery rate by campaign and buyer. Entities lines up every campaign, buyer, supplier and destination. Explore lets you group by one thing, then by another, and save the view for next time.
- Group and pivot by campaign, buyer, supplier, source, delivery status, day, week or month.
- Leads, sold, conversion, revenue and profit for every row, with totals.
- Saved views you can reopen in one click.
- A lead funnel showing how many were screened, filtered, rejected, delivered and returned.
Files
Clean a million-row file without Excel.
Drop in a CSV and it opens straight away, even at millions of rows. Find duplicates, filter, add worked-out columns, check phone numbers, then download it or send it into a campaign as leads.
- Files of up to 10 million rows open instantly and page as you scroll.
- Find duplicates, fill empty cells, find and replace, and add columns worked out from a formula.
- Check these numbers runs HLR on a whole column, and you can suppress a file against another.
- Every change is a new version you can restore, and downloads can be split into one file per buyer.
Built in
On every plan, from day one.
Analytics FAQ
How fast are reports?
Typically well under a second. Reports run on ClickHouse, a database built for exactly this kind of slicing, so grouping millions of leads by campaign, buyer or day is quick.
Are the numbers pre-calculated?
No. Every dashboard and report is worked out from your raw lead history when you open it, so a lead that arrived a moment ago is already counted.
Which time zone do reports use?
UK time. "Today", "yesterday" and the 7, 30 and 90 day ranges follow London calendar days, including the switch to and from BST, and cap resets happen at UK midnight too.
Who can see revenue and export data?
You decide with roles and permissions: who can see financials, who can export, and which sections each role sees. Every change to your setup is recorded in the audit log.
How do I get data into my own tools?
Export exactly the leads you've filtered as CSV, at any size. Reports are also available through the REST API, documented with an OpenAPI spec, using a signed-in user’s session.
Run your
first report.