Lead Funnel

The Lead Funnel report provides a breakdown of how many of your callers become leads. Using this information, you can see which of your marketing sources are driving the most calls to your business, and how many of those calls translate to leads.

Use this article to learn how to:

  • Access your Lead Funnel report
  • Filter and sort your reporting data
  • Export and print your Lead Funnel report

Getting Started

In order to access this report, the Lead Classification feature will need to be active.

Learn more about using CallScore, the automated lead classification feature.

Lead Funnel Overview

  1. Choose the company whose Lead Funnel report you'd like to view.

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  2. Click Reports from the top of the page.

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  3. Select Lead Funnel from within the Acquisition list.

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  4. View and interact with your Lead Funnel report.

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    • Callers are visitors to your website that dialed one of your keyword tracking numbers.
    • Leads are callers that have been classified as a lead using CallScore or Manual Lead Classification.

  5. The columns below the pie chart illustrate which sources and campaigns bring callers into your business, as well how many of these callers became leads.

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Filtering Report Data

Apply filters to your reporting data to find callers that fit specific criteria. Some filters do not apply to specific reports and will be automatically disabled in the filter panel. For example, call “Direction” and “Answer Status” do not apply to the Form Attribution report and cannot be selected as filters.

Learn more about using activity and report filters in this help article.

Export and Print Report

You can print your report, or export the data from the report to a CSV file.

  1. Select Export from beneath the Lead Funnel.
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    • Choose CSV to download a CSV file of your report with the current filters and grouping applied.
    • Click Print to print your report with the current filters and grouping applied.
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