Understanding Your Call and Lead Reports
Learn how to read your call logs, lead reports, and understand where your leads are coming from.
Your SmartWebsite Pro dashboard tracks every call and lead that comes through your system. This guide explains how to read these reports and what insights they provide.
Where to Find Your Reports
In your dashboard, you’ll find call and lead data in several places:
- Dashboard Overview – Quick snapshot of recent activity
- Calls Section – Detailed call logs
- Contacts Section – All leads and their status
- Reporting – Aggregated analytics and trends
Call Report Overview
What Gets Tracked
Every call to your SmartWebsite Pro phone number is logged:
- Caller ID – Phone number (when available)
- Call time – Date and timestamp
- Duration – How long the call lasted
- Outcome – Answered, missed, voicemail, etc.
- Recording – Full call recording (if enabled)
- Transcript – AI-generated transcript (Pro+ with Melody)
Call Types
| Type | What It Means |
|---|---|
| Answered | You or Melody answered the call |
| Missed (Text-back sent) | Missed call, automatic text-back sent |
| Voicemail | Caller left a voicemail |
| Transferred | Melody transferred to you |
| Spam | Identified and filtered spam call |
Lead Report Overview
What Counts as a Lead
A lead is created when someone:
- Calls your number (new caller)
- Fills out a form on your website
- Chats via web chat or social
- Responds to a text campaign
- Is imported from your contact list
Lead Status
Each lead has a status showing where they are in your pipeline:
| Status | Meaning |
|---|---|
| New | Just came in, not yet contacted |
| Contacted | Initial outreach made |
| Qualified | Confirmed as a real opportunity |
| Appointment Set | Meeting or estimate scheduled |
| Won | Converted to customer |
| Lost | Did not convert |
Key Metrics to Watch
Call Metrics
- Total Calls – Volume of incoming calls
- Answer Rate – Percentage of calls answered (by you or Melody)
- Missed Call Recovery – How many missed calls converted via text-back
- Average Call Duration – Longer calls often indicate serious prospects
- Peak Call Times – When most calls come in
Lead Metrics
- Total Leads – New leads this period
- Lead Sources – Where leads come from (calls, chat, forms, etc.)
- Conversion Rate – Percentage of leads that become customers
- Response Time – How quickly leads are contacted
- Cost Per Lead – If running ads, what each lead costs
Understanding Lead Sources
Your report breaks down where leads originate:
| Source | Description |
|---|---|
| Phone | Direct calls to your number |
| Web Chat | Chat widget on your website |
| Contact Form | Form submissions from your site |
| Messages from Facebook page | |
| Messages from Instagram | |
| SMS | Inbound text messages |
| Reactivation | Dormant contacts who re-engaged |
| Referral | Leads from referral sources |
Knowing your best lead sources helps focus marketing efforts.
What We Do With This Data
We use your call and lead reports to:
- Optimize response times – Ensure leads get contacted quickly
- Identify peak hours – Make sure Melody coverage is adequate
- Track campaign ROI – See which marketing efforts generate leads
- Improve Melody – Train AI based on call outcomes
- Spot issues – Identify if calls are being missed or mishandled
Reading Trends
Look for patterns over time:
Healthy trends:
- Increasing call volume
- Improving answer rates
- Shorter response times
- Growing conversion rates
Warning signs:
- Declining call volume (marketing issue?)
- Dropping answer rates (need more coverage?)
- Long response times (staffing issue?)
- Falling conversion rates (lead quality or follow-up issue?)
Notifications
You can configure notifications to stay informed:
- New lead alerts – Instant notification when a lead comes in
- Missed call alerts – Know immediately when you miss a call
- Daily summary – End-of-day recap of activity
- Weekly report – Summary of the week’s performance
Frequently Asked Questions
Can I export my lead data?
Yes. Your dashboard allows CSV exports of all contacts and call logs.
How far back does data go?
All data since you started with SmartWebsite Pro is retained and accessible.
Can I see call recordings?
Yes, recordings are available in the call details (where call recording is enabled and legally permitted).
What if a lead is spam?
Mark it as spam in your dashboard. This helps train our filters.
Need Help?
Questions about your reports? Our support team is available 24/7:
- Email us at support@getamplifiedmkg.com
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