LeadCenter.AI Help Center

Contact Us Sign in

Reports

Event Performance Report
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Event Performance Report

The Event Performance Report consolidates completed-event registrations, attendance, appointment outcomes, client conversions, event marketing spend, production, CAC, and ROI.

Use this report to compare completed-event performance by month, day of week, subject, venue, start time, speaker, mail house, event type, venue and start date, or individual event internal name.

This report shows Completed events only. The default Event Status selection is Completed.

This report is a reporting view only. It does not edit events, attendees, appointments, pipeline records, expenses, or financial accounts.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Events.
  3. Select Event Performance Report .

This report updates every 15 minutes, so the latest data may not appear immediately.

Set the Event Date Range

Use the Event Date range to choose a period that contains the completed events you want to review. The report results update based on the selected Event Date range and filters.

Filter the Report

Use the filters at the top of the report to narrow event performance data.

Available filters and controls include:

  • Event Internal Name
  • Speakers
  • Mail House
  • Is Virtual?
  • Venue
  • Event Status
  • City
  • State
  • Event Type
  • Subject
  • Office Location
  • Event Source
  • Head of Household
  • Estimated Investable Assets range slider
  • Promo Code

Selecting Head of Household filters to attendees whose contact details have Head of Household set to yes and excludes other attendees.

Select Reset Filters to clear the selected filters and return the report to its default view.

Understand Attribution

Appointments, Production, CAC, and ROI are attributed to the most recent event attended within the selected period when a client attends multiple events.

Use this attribution rule when reviewing performance across multiple events in the same date range.

Review KPI Groups

The report organizes performance into high-level groups such as Conversions & CAC, Event Stats, and Seminars ROI.

KPI labels shown in the report include:

  • # Events
  • Invitations Sent
  • Total Registered
  • Total Attended
  • 1st Appt Set
  • 1st Appt Kept
  • Became Client
  • Amount Spent
  • Amount Issued
  • Est. Revenue
  • AVG Case Size
  • Event CAC
  • Revenue
  • AUM
  • Insurance
  • Production

The first event and attendee cards draw from Events and Event Attendees. First appointment Set and Kept metrics draw from Appointments. Became Client draws from Sales Pipeline. Financial outcomes draw from Financial Accounts.

Review ROI and Production Context

The Seminars ROI section shows Revenue and ROI for 1 Year, 3 Years Projected, and 5 Years Projected.

ROI is based on revenue from both AUM and insurance. Insurance-related ROI is typically realized within the first year, while AUM ROI accrues over a longer period, typically 3 to 5 years.

The report does not expose the ROI equation, assumed fee rates, commission percentages, or projection method in this article.

The report also includes a Pending & Forecasted section that shows Pending and Forecasted values.

Issued Production by converted clients is shown as a map section when supporting geographic data is available.

Review Performance Breakdowns

Performance tables commonly include metrics such as:

  • # Events
  • $ Spend
  • # Invitations
  • # Registered
  • % Registered
  • # Attended
  • % Attended
  • # Req. Appts
  • # 1st Set
  • 1st Set / Attended
  • 1st Kept
  • 1st Kept / 1st Set
  • Became Client
  • Production Issued
  • AUM
  • Insurance
  • ROI
  • Grand total

Report breakdown sections include:

  • Event Performance by Month
  • Event Performance by Day of Week
  • Event Performance by Subject
  • Event Performance by Venue
  • Event Performance by Start Time
  • Event Performance by Speaker
  • Event Performance by Mail House
  • Event Performance by Event Type
  • Event Performance by Venue & Start Date
  • Event Performance by Event (Internal Name)

The Event Performance by Event section may also expose Mailer Codes.

Review Detail Sections

The detail sections can include sensitive contact, event, appointment, and financial information. Review and export this data only when appropriate for your role.

List of Attendees

The List of Attendees includes:

  • Linked Lead ID
  • First Name
  • Last Name
  • Registration Status
  • Registration Date
  • Promo Code
  • Event Public Name
  • Event Internal Name
  • Event Status
  • Event Type
  • Event Date
  • Lead Created Date
  • Closed Date
  • Lead Stage
  • Client Status
  • Lead Source
  • Lead Owner
  • Office Location
  • Lead Tags
  • Catchlight Investable Assets
  • Est. Investable Assets
  • Est Total Assets

List of Contacts Became Clients

The List of Contacts Became Clients includes:

  • Linked ID
  • Contact Name
  • Lead Stage
  • Most Recent Event
  • Event Source
  • Event Type
  • Event Date
  • Closed At
  • Is HoH?
  • Promo Code
  • Issued
  • Pending
  • Forecasted
  • Est. Revenue on Issued

List of Contacts booked 1st Appt.

The List of Contacts booked 1st Appt. includes:

  • Linked ID
  • Contact Name
  • Meeting Datetime
  • Status
  • Most Recent Event
  • Event Source
  • Event Type
  • Event Date
  • Promo Code

Review Appointment Lag

The AVG Number of Days Between Event and 1st Appointment Kept (Source-wise) section shows the average number of days between the event and the first appointment kept for attendees who did not request an appointment on the event date.

This section includes:

  • Event
  • Lead Source
  • No. of 1st Appointments Kept (Booked After Event Date)
  • AVG Number of Days b/w Event & 1st Appt.

Keep Source Data Updated

The report pulls together information from multiple areas of LeadCenter.AI:

  • Events and Event Attendees provide event and attendee activity.
  • Marketing Expenses provide event spending when expenses are linked to the event and categorized.
  • LeadCenter calendar appointments with category 1st Visit - Not A Client support first-appointment reporting.
  • Sales Pipeline data supports Became Client reporting.
  • Financial Accounts support production and financial outcome reporting.

Use Section Controls

Report sections include controls labeled Optional metrics, Show applied filters, and Show chart menu.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

Related Articles

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.