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Introduction to Reports

Click here to access reports page in LeadCenter.

LeadCenter provides advanced reporting and visualization across the entire client lifecycle. Reports provide deeper insights and actionable intelligence on all aspects of your practice.

LeadCenter reports address major executive and management challenges including:

• Lacking a straightforward method to track and monitor day-to-day operations.
• Staff dedicates a significant amount of time each month to producing reports.
• The absence of a centralized dashboard for monitoring key performance indicators, impedes faster decision-making for the company.
• Unable to precisely track marketing expenditures across channels and link generated leads to calculate ROI and Customer Acquisition Cost (CAC).
• Marketing, sales, and operations are using different tools in silos. This makes it hard to produce relevant interlinked data. For example, the correlation between marketing channels, leads, appointments, and production.

Automated reports include marketing, sales, production, operations, and executive insights. Reports are divided into the following categories:

1. Appointments performance
2. Billing
3. Commissions
4. Compliance
5. Events
6. Executive dashboards
7. Exports
8. Marketing
9. Production
10. Sales
11. Custom reports

1. Appointments performance

Appointment performance reports give deeper insights into appointment conversion metrics. You can get answers to questions like:

• How many 1st appointments are set per advisor?
• How many 1st appointments we are getting from each marketing campaign?
• What is the quality of the leads per channel based on the appointment kept ratio?
• What is the conversion ratio from appointments to clients for each advisor?

2. Billing reports

Billing reports provide insights into LeadCenter charges for phone calls, text messages, call recording, call transcriptions, and email verifications. It will provide a details list of charges for each one of those items.

3. Commission reports

Commission reports cover how much money the company is making in revenue from AUM fees and insurance commissions. Also, it shows how much advisors are making in commission from the accounts they close.

4. Compliance reports

Compliance reports help the compliance department track metrics related to compliance. For example, the insurance production commission for advisors will show the amount of commission each advisor is making for insurance products.

5. Events reports

Events reports will show the performance of events and seminars. It shows important conversion metrics including appointments from events and production.

6. Executive dashboards

Executive dashboards provide a 360-degree view of the business in a certain year or year to date. They are comprehensive management reports that cover lead generation, appointments, production, and marketing ROI.

7. Export reports

Export reports provide an easy way to filter and export data to Excel or CSV from Leadcenter.

8. Marketing reports

Marketing reports provide insights into the performance and results of various marketing campaigns. For example, you can analyze form submissions and see how many form submissions are generated per campaign.

9. Production reports

Production reports provide a detailed analysis of your production for both assets under management (AUM) and insurance. It provides advanced filtering and visualization to monitor production using several dimensions including advisors, marketing campaigns, products, etc.

10. Sales reports

Sales reports provide a detailed analysis of your company's sales engagement. It covers areas like sales pipeline analysis, schedulers engagement, closed-won pipeline, and overall engagement.

11. Custom reports

If your firm needs additional reporting capability, please send an email to support@leadcenter.ai.