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Executive Report Lead Analytics

What are Lead Analytics Inside the Executive Report?​

The Executive Report includes a section called Customer Relations, where you can view analytics on leads captured into your CRM—organized by source. This gives you a clear understanding of how different tools are helping you attract and convert leads.

You’ll see a breakdown of leads generated from sources like:

  • AI-powered web chat
  • Forms on your website
  • AI receptionist
  • Other CRM-integrated capture tools

This insight helps you understand which tools are contributing to your business growth and whether your lead capture strategies are effective.

Customer Relations Lead Analytics

How to Use Lead Source Analytics​

  1. Enable a lead capture tool in your Business App (e.g., web chat or contact form)
  2. Capture at least one lead through that source
  3. Go to the CRM tab in Business App to confirm the lead was added
    • You should see a new contact with a source like Web Chat, Form, or similar
  4. Wait for your next Executive Report (weekly or monthly) to see this data reflected in the Customer Relations section

Lead source data is based on contacts created during the reporting period. The report will only show data if leads have been captured and assigned a valid source.

What’s Included​

  • Total leads captured during the reporting period
  • Lead breakdown by source
  • Effectiveness of AI-powered tools like web chat
  • Visual cards that summarize CRM performance at a glance

Frequently Asked Questions (FAQs)​

Why don’t I see any metrics in the Customer Relations section yet?
The Executive Report shows data from the previous period (weekly or monthly). If you just activated a lead capture tool, wait for the next report cycle. You can confirm lead capture by checking the CRM tab in your Business App.

What lead sources are included in this section?
Leads will appear in your report if their source is set to:

  • Web Chat
  • Form
  • AI Receptionist
  • Other integrated sources

Manual entries from Bulk Import or CRM UI are not included unless their source is manually updated.

Can I include manually added leads in these metrics?
Yes. To include manual entries from Bulk Import or CRM UI, update the Lead Source field in the CRM to reflect an organic source (e.g., Form, Web Chat), instead of Bulk Import or CRM UI.

How often is lead source data updated?
Lead data is captured in real-time in your CRM but only appears in your Executive Report after the next reporting cycle (weekly or monthly).

Where do I find these analytics in the report?
Open your Executive Report in Business App and in the top navigation bar dropdown, select Customer Relations. This section includes cards summarizing your CRM activity and lead sources.