Know which campaign brought the customers, not just the leads.
Campaign Reports follows each lead from the ad or form it came from to the final outcome. See connect rate, conversion and cost per sale by source, campaign and ad, so the marketing budget goes where sales actually happen.
Campaigns · Last 30 days
Export- funnel stages per campaign
- 6
- ad platforms synced for spend
- 2
- scheduled email reports
- Daily
How it works
Campaign Reports in three moves.
- 1
Sources come tagged
Every lead keeps its campaign, ad set, ad and form, captured when it arrived.
- 2
Spend comes in
Connect ad accounts to pull spend, or enter spend for offline sources.
- 3
Outcomes close the loop
Won and lost outcomes from callers complete the picture for each campaign.
What is included
Everything Campaign Reports does on the floor.
Source to sale funnel
Leads, contacted, connected, interested, visit booked, won. By source, campaign and ad.
Cost per sale
Ad spend divided by real sales, not by form fills.
Lead quality signals
Wrong numbers, not-interested and DND share by campaign to spot poor targeting.
Caller by campaign
See which callers convert which kinds of leads best.
Scheduled reports
Daily and weekly reports emailed to owners, marketing and sales leads.
Export and API
Export to Excel or pull reports through the API into your BI tool.
Budget follows sales
Cheap leads that never convert are not cheap.
A campaign with a low cost per lead can still be your most expensive source of customers. Campaign Reports puts cost per sale next to cost per lead so the comparison is obvious.
- Ad spend synced from Meta and Google
- Offline spend entry for events and portals
- Compare date ranges and campaigns
- Report sharing by role
On real floors
How teams use Campaign Reports.
Real estate
Portal leads compared with Meta ads on visits booked and bookings made.
Education
Admissions per campaign during an intake, with cost per admission.
Solar
Cost per installation by district and campaign.
D2C brands
Confirmed orders and returns by ad for cash-on-delivery campaigns.
Questions
About Campaign Reports
01Does it pull ad spend automatically?
Yes, for Meta and Google Ads accounts you connect. Other sources take manual spend entries.
02Can reports go to people without a seat?
Yes. Scheduled reports can be emailed to anyone on your list, such as owners or agency partners.
03Does it connect to our CRM?
Exchange plans include CRM integrations and an API, so outcomes and reports can sync with the CRM you already use.
04Can we export raw data?
Yes. Export leads, calls and outcomes to Excel or CSV, subject to your role.
The rest of the floor
Next: Lead Lists6:00 pmEnd of shift
One line on the board is still open.
Bring your leads, your callers and your campaigns onto one floor. The trial includes calling minutes, AI Call Notes and every report for 30 days.
30 days free · calling minutes included · no card needed
- Leads
- 1,140
- Calls
- 182
- Visits
- 14
- Overdue
- 0