Reports

The Reports menu in Inleads.ai provides powerful insights into various sales and marketing activities, offering the ability to generate and export reports based on different metrics. These reports are essential for analyzing the effectiveness of campaigns, tracking lead progression, and understanding customer engagement.

Accessing the Reports Menu

1. Navigate to the Reports Menu: On the left-hand sidebar, click on the "Reports" menu item.

2. Select Metric: Use the dropdown menu to select the specific metric you want to generate a report for. The available metrics include:

   • Leads: Track the total number of leads generated over time.

   • Contacts: Analyze the number of contacts and their engagement.

   • Daily Active Users: Monitor the number of users actively engaging with your platform daily.

   • New SignUp: Understand the sign-up trends over a specific period.

   • Revenue: Track revenue generated from different leads.

   • Events: Analyze specific events such as email opens, link clicks, etc.

   • Company Overview Report: Get an overall summary of your company's performance metrics.

3. Select Period: Choose the time period for which you want to generate the report. Options typically include:

   • Today

   • This Week

   • This Month

   • This Year

   • Custom Range (to specify a particular start and end date)

4. Filter by Column: Use this option to filter the report based on specific columns, allowing for more granular analysis.

5. Generate Report: After selecting the metric, period, and filters, click on "Generate Report" to visualize the data.

6. Export Report: Once the report is generated, you can export it in PDF format for sharing with stakeholders or for record-keeping. Click on the "Export PDF" button to download the report.

Interpreting the Reports

• Leads Report: This report shows a graphical representation of the number of leads generated over the selected period. It allows you to track the progression of lead generation efforts and identify trends or anomalies.

• Contacts Report: The contacts report provides insights into how many contacts were engaged within the selected period. This report can help in understanding the outreach effectiveness.

• Daily Active Users Report: This metric is essential for SaaS businesses to understand user engagement on a daily basis. A trend analysis can indicate the success of product updates or marketing campaigns.

• New SignUp Report: Track how your sign-up campaigns are performing over time. This is useful for assessing the effectiveness of marketing initiatives.

• Revenue Report: This report allows you to monitor revenue generated from your leads over time. It helps in tracking the success of your sales efforts.

• Events Report: Analyze various events that occurred during the selected period. This could include activities such as emails sent, clicks on specific links, form submissions, etc.

• Company Overview Report: This is a comprehensive report that gives an overview of all the key metrics for your company. It’s a high-level summary that can be used for presentations or strategic planning.

Best Practices

• Regular Monitoring: Make it a habit to regularly monitor the Reports to stay on top of your sales and marketing performance.

• Custom Reports: Utilize the custom date range to generate reports that align with specific campaigns or product launches.

• Share with Team: Export reports and share them with your team to keep everyone aligned and informed on the performance metrics.

• Adjust Strategies: Use the insights gained from these reports to adjust your marketing and sales strategies for better outcomes.

By leveraging the Reports menu in Inleads.ai, businesses can gain valuable insights into their operations, leading to more informed decisions and improved overall performance.