Your Inbound application provides a clear and easy-to-read breakdown of your campaign metrics in real-time. This guide serves to help you understand each of these metrics so that you can use them to guide your marketing strategies.
After navigating to the Reporting tab, the first two metrics you will see are your two lead types: Form Submissions and Phone Calls.
The bolded number is the actual number of leads gained from each. The percentage in parentheses details how many of your leads come from either source. In the example above, we have 21 total leads (7 + 14). 7 of 21 total leads give us 33.33%, while 14 of 21 give us 66.67%. You can verify your number of Total Leads in the graph just to the right of these fields.
If you are interested in exploring one of these metrics specifically, you can utilize the Lead Type filter in the left-side column. In this example, we will check the box to display Form Submissions only.
The graphs now update to display 7 total leads as we only have 7 total form submissions. The Phone Calls graph displays at 0 as the information is temporarily removed from the equation. If you were to check Phone Calls instead of Form Submissions, the graphs will invert to show a similar result.
The next section of our reporting page features the Lead Breakdown graph. This breaks down your form submissions and phone calls by the date received.
In the example above, our campaign did not perform well from the dates of June 26th to July 1st. Hovering your mouse cursor over the small blue bar will reveal a message stating: “0 Phone, 0 Form” confirming that we received no leads that day.
We did receive leads on July 2nd. The blue bar corresponds to form submissions, whereas the purple bar corresponds to phone calls. Hovering over the blue bar on this date reveals “2 Form” and “0 Phone.” A few days later on July 6th, we received 5 form submissions and 14 phone calls.
The bar height corresponds to the numbers on the far left of the graph, which increase in increments of 2. If necessary, you can hover over the bottom of the graph to reveal a gray scroll bar to move right and left.
At the bottom of this page, you will see a table with two values: Name and Count. These correspond to the sales representative on your team and the number of leads assigned to the individual respectively.
In this example, our sales representative has a count of 21 leads currently assigned to them. Depending upon how your company handles its workflow, you can use this information to determine if your sales reps are currently overburdened with leads, and whether or not you need to redistribute your assignments.
Adjusting the Date Range
The Reporting tab allows you to easily adjust the date range displayed in your various graphs.
At the top of the page, look to the right side to locate a calendar icon with dates. Use the image below to guide you to the correct location:
You can customize the date range using one of two methods. On the left side of the menu, you can click one of the options featured: Today, Yesterday, This Week, Last Week, This Month, or Last Month. This will update the display date appropriately.
The alternative option is Custom. This allows you to go into the calendar and select a date range of your choosing. The first click will establish the starting date and your second click will be your end date.
For our example, we set our custom date range to show July 4th to July 6th. Each one of the graphs under the Reporting tab now updates automatically:
Our graphs now look different than the ones shown in the previous examples above. During this date range, we gained 5 Form Submissions, 15 Phone Calls, and therefore have 20 Total Leads.
Our Lead Breakdown reveals that all of these leads came through on July 6th. We can verify that the numbers match up to show 5 form submissions and 15 phone calls.
Finally, the Sales Rep section shows that our one sales rep is currently assigned to all 20 leads.
Filtering Leads by Integration Type
In addition to the options revealed above, you may wish to further break down your metrics by Integration Type. You can do this by utilizing the column on the left once again.
In our Inbound app, we currently have two types of campaigns that are live: a PhoneSites campaign and a CallRail campaign. You can filter to show the results exclusively for either by checking the box next to either one.
Just as it did when setting custom date ranges, your metrics will automatically update. PhoneSites only uses form submissions, whereas CallRail is a call tracking service. Therefore in our example, selecting either will effectively filter our form submission leads and phone call leads.
You can also select any number of Integration Types simultaneously. If you currently have 4 unique campaign integrations and check the box for 2 of them, your graphs will update to show leads for those campaigns only.
Filtering Leads by Sales Rep
Finally, you may filter your metrics by the individual sales rep assigned to them. The final filter option on the left allows you to check a box next to any one of your sales reps. Be aware that the Reporting tab will only list sales reps that are currently assigned to a campaign.
You can utilize any number of these customization features simultaneously. We will provide one more example for your convenience below.
In this example, we left our custom date range to display leads gained between July 4th and July 6th. We also checked the box to show only CallRail leads. Finally, we checked the box next to our sales rep to show the leads they are currently responsible for. As a result, our Reporting page updates to show metrics that satisfy all of these criteria:
Take advantage of the mechanics the Reporting tab provides to continuously drive the performance of each of your campaigns.