CTM (CallTrackingMetrics) report template
Opens with calls, first-time callers, conversions and the answer rate, then sources and tracking numbers, when people call, missed calls to call back and the latest calls.
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 CTM tracks it. It opens with the calls, the people calling for the first time, the conversions and their value, and whether someone answered. Then the same month of last year, the sources and tracking numbers behind the calls, the scores, when people call, where the callers are, the missed calls to call back and the latest calls.
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.
