Campaign Report
The Campaign Report module provides a detailed analytics dashboard for a selected campaign, including lead statistics, source breakdown, conversion trends, and site visit analytics.
From Campaign Report, you can:
- Select a project and campaign to view report data
- Set a date range for the reporting period
- Monitor lead KPIs including total, pending, inpipeline, and closed leads
- Analyze leads by source, lead type, and disposition
- Review lead conversion ratio and site visit analytics
- Filter the report by date, source, sub source, and users
Access Campaign Report
Go to:
Sidebar → Advance Report → Campaign Report
The Campaign Report page opens. Breadcrumb: Dashboard → Report → Campaign Report.
Select Project, Campaign & Date Range
At the top of the page, use the dropdowns to select a project and campaign, and the date range picker to set the reporting period. Click the filter icon to open advanced filter options.
Lead KPI Cards
Summary cards display key lead metrics for the selected campaign:
| Metric | Description |
|---|---|
| Total Leads | Total number of leads for the campaign |
| Pending Leads | Leads that have not been attempted yet |
| Inpipeline Leads | Leads currently active in the pipeline |
| Closed Leads | Leads that have been closed |
| Closed by — As a Lost | Leads closed as lost |
| Closed by — As a Booked | Leads closed as booked |
Lead by Source
A donut chart on the right shows the distribution of leads by source (e.g. Meta Conversion, Website, Channel Partner, Direct Calling).
Report Widgets
Below the KPI cards, several analytics widgets provide deeper insights:
| Widget | Description |
|---|---|
| Lead by Lead Type | Breakdown of leads by type (Hot, Warm, Cold, Dead) with counts and percentages |
| Lead by Dispositions | Horizontal bar chart showing lead distribution by disposition status |
| Lead Conversion Ratio | Timeline chart tracking Total Leads, Qualified Leads, and Qualified Site Visits over time |
| Site Visit Analytics | Chart showing site visit data by visit status |
Filter Campaign Report
Click the filter icon at the top of the page to open the Filter Campaign Report drawer.
Available filter fields:
| Field | Description |
|---|---|
| From Date | Start date for the report date range |
| To Date | End date for the report date range |
| Select Source | Filter report data by lead source |
| Select Sub-Source | Filter report data by sub source |
| Select Users | Filter report data by one or more users |
Click Apply to update the report based on your filter selections.
Important Notes
- All report data is scoped to the selected project, campaign, and date range.
- KPI cards and charts update when you change the project, campaign, date range, or apply filters.
- Campaign options depend on the selected project.
- You don’t have access to multiple features in Advance Report as they are restricted by the Superadmin. Some report sections, export options, or actions may not be visible or available depending on your role and permissions set by the Superadmin.