Reporting & Attribution
11 articles
Marketing Audit Reports
Tracking & Attribution (General)
- Google Ads Reporting Metrics OverviewThis article explains every metric shown in paid search ads reporting so you can quickly understand campaign performance, optimize ads, and demonstrate return on investment. Each definition explains what the metric means, why it matters, and how it’s commonly used when reviewing results. TABLE OF CO
- Call Reporting Overview and Performance InsightsCall Reporting provides a centralized view of all incoming and outgoing phone calls associated with your account. It helps track call outcomes, monitor team activity, review call recordings, and understand where calls are coming from. This report is designed to give clear visibility into daily commu
- Facebook Ad Reporting Metrics and Performance InsightsUnderstanding advertising performance is essential for making informed marketing decisions. Facebook Ad Reporting provides a centralized view of campaign performance, allowing you to evaluate results, optimize spend, and improve overall return on investment. This reporting system transforms raw cam
- Facebook Ad Attribution and UTM Tracking Best PracticesAccurate attribution is critical for understanding which campaigns, ad sets, and ads are driving results. By combining UTM parameters, tracking tools, and consistent naming conventions, you can ensure that every lead is correctly linked back to its source. This enables clearer reporting, better opt
- Understand Lead Sources & Improve Marketing PerformanceUnderstanding where your leads come from is essential for improving marketing performance and making better decisions. Attribution helps you identify which channels are driving results so you can focus on what works and optimize what doesn’t. TABLE OF CONTENTS - What is Attribution? - First vs. Late
- Troubleshoot Guide For Google Ad ReportingAccurate reporting is essential for understanding campaign performance and making informed decisions. When tracking is not configured correctly, it can lead to missing data, duplicate entries, or incorrect attribution. This guide walks through the most common issues and how to fix them to ensure re
- Client Spend & Management Fee Setup GuideClient Spend settings allow you to include management fees directly within your reporting. This ensures your total advertising cost reflects both ad spend and service fees, giving you more accurate financial visibility. TABLE OF CONTENTS - What is Client Spend - Who Can Access This Setting - How Cli
- Offline Conversion Tracking Setup for Accurate Campaign MeasurementTracking offline conversions is essential for understanding the true impact of your advertising efforts. While many interactions happen online, important outcomes—such as qualified leads, booked appointments, or closed deals—often occur outside of your website. Setting up offline conversion actions
Dashboards
- Creating a Custom DashboardDashboards are a configurable analytics space where you track the numbers that matter — contacts, appointments, opportunities, calls, and revenue — in one view. You control the layout, the widgets, and who can see each dashboard. Create a dashboard - Go to the Dashboard section of your account. - Op
- Custom Reports & Scheduled DeliveryCustom reports Beyond dashboards, you can build custom reports that combine the metrics you care about and present them in a shareable format. Create a report, add the relevant metrics and visualizations, and save it. Scheduling and emailing reports - Open the dashboard or report you want to send. -