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CallRail report template

Show your client what the phone brought in

Opens with calls, first-time callers, good leads and their value and the answer rate, then the sources, campaigns and tracking numbers behind them and the latest recordings.

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CallRail report template: report header and the Performance summary section
What's inside

The sections, in the order your client reads them

The monthly report an agency sends to its client to show what the phone brought in, as CallRail tracks it. It opens with the calls, the people calling for the first time, the good leads and their value, and whether someone answered. Then the same month of last year, the sources, campaigns and tracking numbers behind the calls, the lead marks, where the callers are and the latest calls with their recordings.

Good to know
Covers calls: form submissions and text conversations are in the CallRail overview. CallRail keeps 25 months of history.
  1. Performance summary
  2. The longer view
  3. Where the calls came from
  4. Whether someone picked up
  5. Which calls became business
  6. Where your callers are
  7. The calls, one by one
  8. Conclusions and next steps
  9. Appendix: about the data

Each section opens the preview at that point, on realistic data.

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Create it on your accounts

Pick the account for each source and the sections you want. The report opens with your client's data.

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Apply your brand template and change any section, widget or text in the editor.

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Schedule the email, send a share link or publish it in your client portal.

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FAQs

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.

Can I change it after creating it?

Yes. The report is yours: add, remove or edit any section or widget in the editor, or save your version as a template.

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Pick one from the catalog and make it yours.

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