Monthly Reporting: Lead Delivery & ROI Tracking

Need direct assistance? Submit a ticket to our support team.

Monthly Reporting: Lead Delivery & ROI Tracking


Upon full delivery of each monthly leads order, we will prepare and send you a PDF report for that order. 

The 1 page report is divided into two sections:


Lead Delivery Report

The lead delivery section will provide metrics for:

  • Total leads delivered
  • Inbound calls generated
  • Inbound texts generated
  • Total inbound contact %

All relevant ROI data will be entered into the ROAS sheet. The relative ROAS article can be found here: 


Read this doc to ensure you have your CRM setup for tracking success.

You can download the report template here.

How helpful was this article?
Updated on 6 July 2023