CallRail overview template
Everything we measure in a CallRail company, with no commentary: calls and outcomes, callers and leads, sources and tracking numbers, the call log, forms and texts.
The sections, in the order your client reads them
Everything Reporting Ninja can measure in a CallRail company, laid out as it comes: calls answered and missed, first-time and unique callers, leads and value with their trends, the sources, campaigns and tracking numbers behind the calls, lead status and tags, cities and devices, the call log with recordings, form submissions and text conversations. There is no commentary around the numbers: this is the reference of the data points the integration offers.
Each section opens the preview at that point, on realistic data.
From template to client report
Create it on your accounts
Pick the account for each source and the sections you want. The report opens with your client's data.
Brand it and edit it
Apply your brand template and change any section, widget or text in the editor.
Deliver it
Schedule the email, send a share link or publish it in your client portal.
Keep exploring the catalog
Frequently asked questions
Is this template included in my plan?
Yes. The whole catalog is included on every plan, free trial too.
Can I see it before I sign up?
Yes. Open the preview: it shows every section of the report on realistic data.
Start from a report that is already done
Pick one from the catalog and make it yours.
