Reporting

Automated Reporting

Create PDF reports for your clients and team, send them automatically by email and share live dashboards via link.

Reports on autopilot

Define once when and to whom a report goes – LeadMetrics creates the PDF and sends it by email.

Share live dashboards

Give clients access to a dashboard via link – with an optional expiry date.

Built for agencies

Organize projects in folders per client and create report templates for every client.

No more manual reporting

Screenshots from five ad accounts, numbers from the CRM, all pasted into a presentation – every single month. With LeadMetrics you create a report template once and let it be sent automatically.

Report templates

Cover page, overview, pages per campaign, header and footer, color and language – designed per client.

Report automation

Set the subject, text and multiple recipients – the PDF arrives as an attachment, on schedule.

Share links

Share a live dashboard with a name and an optional expiry date. Links can be deleted at any time.

Folders per client

Organize projects in folders per client – with their own report templates and automations.

How to set it up

  1. Create a template

    Choose your dashboards and design the cover, pages and period.

  2. Set a schedule

    Define recipients, frequency and time.

  3. Sit back

    LeadMetrics creates and sends the report automatically.

Ready for better tracking?

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Frequently asked questions

Weekly up to every four weeks, or monthly, every two months or quarterly – at a fixed time in your time zone.

More features

All features

Lead Tracking & Attribution

One tracking code on your website connects every lead to the ad, campaign and channel it came from – including forms, iframes and funnel builders.

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Conversion API

Send leads, deals and purchases server-side to Meta, Google Ads, TikTok and LinkedIn – so the algorithms optimize for real results instead of form submits.

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CRM & Revenue Integrations

Connect your CRM, form tools and payment providers to LeadMetrics and see which ads bring not just leads, but deals and revenue.

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