Custom reports

Build and save reports with your chosen metrics, charts, filters, date ranges and breakdowns. Combine acquisition tags and lead fields to understand which sources, campaigns and lead segments progress through the pipeline. Planned capabilities: • Report on enquiries, response times, stage progression and recorded settlements, with drill-down to the underlying leads. • Compare useful periods and cohorts, showing sample sizes, missing attribution and how each metric is calculated. • Add performance diagnostics within reports: highlight follow-up delays, quiz drop-off, source-conversion changes and measurement gaps. Show the supporting evidence and distinguish tracking problems from possible performance problems. • Turn a finding into a follow-up task and track the relevant report after a change. Connected ad data can extend the reports once the separate platform integrations are available. Standard Analytics, attention flags, quiz analytics and lead attribution are already available. This item adds custom saved reporting and incorporates the former separate Growth diagnostics roadmap item. Ad spend and creative previews still require the planned ad-platform integrations.

BrokerCloser team