Documentation Agencies

Monthly client report

On the first of the month, each client gets the past month’s leads, sales and ad spend by email.

Available from the Agency plan. Compare plans

Clients want to know what their marketing brought, without logging in. With the Agency plan, Leadwon sends them a short report at the start of every month, under your agency’s name if you set a white label.

What it shows

  • leads, won deals and revenue of the past month;
  • ad spend, cost per lead and return on ad spend, if costs are imported;
  • where the leads came from, by channel;
  • the campaigns that brought the most leads.

The report contains only totals, no names or contact details of leads.

Turn it on

  1. On the client’s site, open Leads → Agency → Monthly report.
  2. Tick Send the monthly report and enter the recipients, separated by commas.
  3. Save. Send last month’s report to me now shows you what the client gets.

The report goes out once a month, on the first days of the month in the morning, in the site’s time zone. It uses the site’s email settings, so an SMTP plugin on the site sends it too.