Advanced Reporting

Overview

Our real-time reports will not leave you guessing which campaigns are performing well. Upon logging into Lead Capsule your dashboard will present you with a summary of activity by vertical, client, and vendor. Advanced reports include detailed transaction and campaign reports.

Key Benefits

  • Real-Time Reports – All Lead Capsule reports are accessible in real-time. Quickly and easily see how your lead verticals, vendors, clients, and campaigns are performing right from your dashboard or from our advanced reports.

  • Dashboard Reports – Lead Capsule dashboard reports will keep informed into your day-to-day operations. Dashboard reports available are:
    • Company Overview – See how many leads you have generated/purchased, how much you invested, revenue and profit
    • Vertical  Overview – Track how each of your lead verticals are performing
    • Verification Overview – See how your campaigns are doing with lead verification. Track valid and failed verifications
    • Vendor Overview – See how many leads you purchased from each vendor, how much you invested, revenue and profit
    • Client Overview – See how many leads you sold to each client, how much you invested, revenue and profit
    • Leads Purchased – See how each of your vendor campaigns are performing. Track accepted/rejected pings, pending/accepted/rejected leads, returns and tests
    • Leads Sold – See how each of your client campaigns are performing. Track accepted/rejected pings, pending/accepted/rejected leads, returns and tests
  • Advanced Reporting – Lead Capsule advanced reports will keep your business running smoothly. Choose from 15 advanced reports:
    • Client Accepted Leads – Returns back all client accepted leads, for selected time period, and displays the request and response strings. Allows you to filter down to specific vendor, vendor campaign, client, and/or client campaign.
    • Client Campaign Verification – Returns back all valid and failed verifications for a specific client campaign. Displays LeadId, Field Info and create date.
    • Client Rejected Leads – Returns back all client rejected leads, for selected time period, and displays the request and response strings. Allows you to filter down to specific vendor, vendor campaign, client, and/or client campaign.
    • Client Report – Returns back all client campaigns, for a specific client, within selected time frame. Displays Number of accepted, rejected, returned leads and total amount owed.
    • Connected Campaigns (Advanced and Basic) – Returns back a grid view of all your vendor campaigns and which client campaigns they are linked to. Advanced report displays lead caps, schedules and filters.
    • Lead Report – A robust report on all your leads. Filter and display vertical, lead source, vendor/vendor campaign, client/client campaign, created dates or sold dates for matching leads.
    • Profit & Loss – Returns back profit and loss, on all active vendor and client campaigns, for selected time frame. Displays Campaign name, lead count, revenue, invested and profit amounts.
    • Transaction Report – A comprehensive transaction report on all transactions within selected time frame. Filter by and display transaction status, type, user, client/client campaign, vendor/vendor campaign, start and end dates.
    • Vendor Accepted Leads - Returns back all accepted leads from vendors, for selected time period, and displays the request and response strings, redirect URL, redirect Date and IP address where the applicant came from. Allows you to filter down to specific vendor campaign and date range.
    • Vendor Campaign Verification - Returns back all valid and failed verifications for a specific vendor campaign. Displays LeadId, Field Info and create date.
    • Vendor Rejected Leads - Returns back all rejected leads from vendors, for selected time period, and displays the request and response strings. Allows you to filter down to specific vendor campaign and date range.
    • Vendor Report - Returns back all vendor campaigns, for a specific vendor, within selected time frame. Displays Number of accepted, rejected, returned leads and total amount owed.
    • Vertical Report – Return back lead count, invested, revenue and profit in each of your verticals
    • Web Form Verification - Returns back all valid and failed verifications for a specific web formn. Displays LeadId, Field Info and create date.

Screenshots

Reports - Company Overview
Company Overview
Reports - Vertical Overview
Vertical Overview
Reports - Vendor Overview
Vendor Overview
Reports - Client Overview
Client Overview
Reports - Leads Purchased
Leads Purchased
Reports - Leads Sold
Leads Sold
Reports - Advanced Reports
Advanced Reports
Reports - Profit and Loss
Profit and Loss

Videos


Dashboard