Reports & Analytics
What Reports Are Available?โ
LeadHub gives you two layers of reporting:
- The Dashboard โ a real-time overview page you see when you first log in, with live widgets showing your most important numbers at a glance.
- Report Pages โ dedicated pages under the Reports section of the sidebar, each focused on a specific area of your business.
Dashboard Widgetsโ
The dashboard is the first screen you see after logging in. It contains several widgets that update in real time.
Stats Overviewโ
A row of numbers at the top of the dashboard showing:
- Total Leads โ the total number of leads in your account
- New Today โ leads that arrived today
- Conversion Rate โ the percentage of leads that have reached a converted or won status
Leads Over Time Chartโ
A line chart showing how many leads arrived each day (or week or month) over a recent period. This lets you see trends at a glance โ are you getting more leads this week than last week?
Leads by Source Chartโ
A chart showing which sources are sending you the most leads. Each source (Facebook, Google Ads, Organic Form, etc.) appears as a segment. This is a quick visual of where your leads are coming from.
Pipeline Distribution Chartโ
A chart showing how many leads are in each stage of your pipeline. This gives you an instant snapshot of where your deals stand โ how many are in early stages, how many are in the proposal stage, how many are close to closing.
Live Lead Feedโ
A real-time activity feed at the side of the dashboard showing the most recently arrived leads. It updates automatically as new leads come in, so you can see activity happening in real time without refreshing the page.
Report Pagesโ
All report pages are found under the Reports section in the left sidebar. Every report page has a date range filter at the top so you can look at any time period you choose.
Lead Volume Reportโ
Go to Reports > Lead Volume.
This report shows how many leads you received over time. You can:
- Switch between daily, weekly, or monthly grouping
- Filter by a specific source to see volume for just one channel
- See a bar or line chart of leads over time
- See a table with the exact numbers for each date/week/month
Use this report to answer: "How many leads did we get last month?" and "Is our lead volume growing or shrinking?"
Source Performance Reportโ
Go to Reports > Source Performance.
This report breaks down performance by lead source. For each source, you can see:
- Total leads received
- Conversion rate (what percentage became customers)
- How performance compares across sources
Use this report to answer: "Which of my advertising channels is actually working?" A channel that sends many leads with a low conversion rate might be less valuable than one that sends fewer but higher-quality leads.
Pipeline Funnel Reportโ
Go to Reports > Pipeline Funnel.
This report shows your sales funnel โ how many leads enter each stage and how many move forward versus drop off. It appears as a funnel shape: wide at the top (all leads) and narrowing as you go down through the stages.
Use this report to answer: "Where are leads getting stuck?" If you have 100 leads in "Proposal Sent" but only 10 in "Negotiation", something is going wrong at the proposal stage.
Agent Performance Reportโ
Go to Reports > Agent Performance.
This report shows how each team member is performing. For each agent (team member), it shows:
- Total leads assigned to them
- How many they converted
- Their personal conversion rate
- Response time metrics
Use this report to see who your top performers are and who might need extra support or training.
Response Time Reportโ
Go to Reports > Response Time.
This report shows how quickly your team is responding to new leads. Fast response times are strongly linked to better conversion rates โ research consistently shows that leads contacted within the first hour are much more likely to convert.
The report shows average response times overall and broken down by agent or source.
Form Analytics Reportโ
Go to Reports > Form Analytics.
This report shows performance for all your LeadHub forms:
- Form name
- Total views (how many times the form was loaded)
- Total submissions
- Conversion rate (submissions divided by views)
Use this to identify forms that are underperforming. A form with many views but few submissions might need to be simplified or shortened.
Automation Stats Reportโ
Go to Reports > Automation Stats.
This report shows how your automations are performing:
- Total automation runs
- Successful runs vs failed runs
- Which automations run most frequently
- Which automations are experiencing failures
Use this to make sure your automations are working correctly and to spot problems early.
Audit Logโ
Go to Reports > Audit Log.
The audit log is a complete record of every action taken in your LeadHub account. It records:
- Who did it (user name)
- What they did (action type, e.g. "Lead Updated", "Integration Created")
- Which record was affected
- What the old values were and what the new values are
- When it happened (timestamp)
- The user's IP address
The audit log is useful for:
- Troubleshooting โ "Why did this lead change status? Who did it?"
- Compliance โ proving to regulators what data was changed and when
- Team oversight โ seeing what actions your team members are taking
You can filter the audit log by:
- User โ see only actions by a specific team member
- Action type โ see only lead edits, or only integration changes, etc.
- Date range โ see only what happened in a specific period
Date Range Filteringโ
Every report page has a date range filter at the top. You can:
- Choose a preset range: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Year.
- Choose Custom and pick any start and end date using the date pickers.
All charts and tables on the page update immediately when you change the date range. Switching between ranges is instant.
Exporting Reportsโ
Every report page has Export CSV and Export PDF buttons at the top right.
Export CSV downloads the report data as a spreadsheet file that you can open in Excel or Google Sheets. Use this when you want to do your own calculations or share data with someone who does not have a LeadHub account.
Export PDF downloads the report as a formatted PDF document. Use this for sharing with clients, presenting to management, or keeping for your records.
Click the export button, and the download starts immediately.
Scheduled Reportsโ
Scheduled reports automatically send a report by email on a regular schedule. Set them up once and they arrive in your inbox (or your client's inbox) without any manual work.
Creating a Scheduled Reportโ
- Go to the sidebar and look for Scheduled Reports (usually under Settings or Reports).
- Click New Scheduled Report.
- Fill in:
- Name โ e.g. "Weekly Lead Summary to Management" or "Monthly Source Report".
- Report Type โ choose which report to send:
- Dashboard Summary
- Leads by Source
- Pipeline Distribution
- Agent Performance
- Source Performance
- Automation Stats
- Form Analytics
- Frequency โ how often to send it:
- Daily โ sent every day at 7 AM
- Weekly โ sent every Monday at 7 AM
- Monthly โ sent on the 1st of each month at 7 AM
- Format โ CSV or PDF
- Recipient Email Addresses โ the email addresses to send the report to. Add as many as you need (your own, your manager's, your client's, etc.).
- Toggle Active on.
- Click Create.
The report will be sent automatically on the schedule you set. You do not need to do anything else.
Editing or Pausing a Scheduled Reportโ
Go to the Scheduled Reports list, click the edit icon on a report, change the settings, and click Save. To pause it temporarily, toggle Active off. Toggle it back on to resume.