The Reporting Tab includes a specific report on source and conversion for Incorp Media LLC’s attribution. This allows you to determine the source of your leads.

Step 1: Accessing The Report

• Navigate to the Reporting section of Incorp Media LLC.
• From the Reporting menu, choose “Conversion Report” or “Source Report”.
• In the dropdown on the top right, choose whether you want to view ALL data, or just data for Forms, Surveys, or your Calendars.
• Set the date period, and click the refresh button to update the data.

Step 2: Viewing The Report Data

• Conversion Report
  • You can see the attribution data by reviewing the various boxes of statistics and graphs. From the dollar amount of revenue closed, to the total number of opportunities closed, and more, check out each graph and statistic box.

• Source Report
  • This report provides you with data on Referrers with counts and Campaign with counts. You can search each using the search bar in the top right of the respective box.
  • Below is a list of all your Session Events.
    • This list may be filtered, and you may customize the column display.
    • You may also export the data

Check back anytime for the latest data and statistics!

NOTE: If you wish to view reporting metrics for one single day, be sure to check that date as the start and end date. You must have both selected for the stats to appear. The example below shows how you can run reports for January 1, 2022 by choosing January 1st as the start and end date:

Attribution Report: 

This feature empowers business owners to gain deeper insights into the lead sources and understand their marketing efforts. 

You can track if your lead comes from: 

• CRM UI (Manually made)
• Third-party (Zapier or via any other inbounds)
• Others

General Overview: 

• Lead by Source: This chart will help users understand where leads are coming from and which source drives more traffic. 

• Lead by medium: This graph will break down the leads made and from which medium they entered the CRM database. This will let them know which medium is the best-performing one

• Opportunity Status Breakdown by Lead Count: This graph bar will show you the leads in each opportunity status along with an option to compare it across pipelines

• Pipeline Stage Breakdown by Lead Count: This bar graph will show the count of leads in each pipeline stage along with an option to compare it across pipelines

• Compare Two Pipelines: This is a comparative mode that will allow you to compare pipelines to identify the better-performing ones

• Revenue Numbers: This toggle will help you see the revenue numbers alongside the count of numbers. 

Additional Note: We now support the following languages

• Spanish
• German
• French (Canada)
• French (France)
• Portuguese (Portugal)
• Portuguese (Brazil)
• Italian
• Dutch
• Swedish
• Danish
• Finnish
• Norwegian