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 give clients their own read-only access.
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.
Client access
Clients get their own login and see their dashboards and leads – read-only.
How to set it up
Create a template
Choose your dashboards and design the cover, pages and period.
Set a schedule
Define recipients, frequency and time.
Sit back
LeadMetrics creates and sends the report automatically.
Ready for better tracking?
Frequently asked questions
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