Salespanel provides you a real-time reporting feature that helps you generate reports of your leads and company accounts at any point in time.
Salespanel Reports Beta can be accessed by going to the Reports section from the left sidebar of your account dashboard.
The reports section gives you a holistic view of your account. You can find how many leads who have acquired, how many companies were identified, how many visitors were tracked at a given time period. You can also find your top lead acquisition sources, get a geographic breakdown and also find out which pages your leads are engaging with the most.
Reports will help you quickly understand what's happening with your inbound leads today, yesterday, last week, last month, this month, previous month or this quarter. You can quickly understand which are the top sources, top locations, and most visited pages.
By clicking on the Filter button, you can then filter this data based on any data-set provided. The data points available are the same as the data points available for quick filters and segments. This means that you can generate filtered reports based on company size, industry, page visits, lead source, lead score, etc. You can also find out how many leads that match your qualifiers were active during a time period.
Note: Reports Beta shows data from up to the past 90 days. So for example, if a visitor was active in this time period, we will consider all touchpoints and visits of that visitor while generating the report even if they are beyond 90 days but visitors since the last 90 days will be considered. So all visitors in this time period and all of their data.
Please go to the Reports section to check it out.