This guide explains how reports are structured in LeadCenter.ai, including their main components, navigation, and how to access detailed data directly from within reports.

1. Overview of Report Structure

All reports in LeadCenter.ai follow a consistent layout to make data exploration and analysis intuitive.
Each report is divided into four main sections:

1. Filters – Located at the top of the report.
2. Aggregated Results – Displayed immediately below the filters.
3. Visualizations and Charts – Found in the middle section.
4. Data Tables – Listed at the bottom, providing direct access to underlying records.

2. Filters (Top Section)

The filter section lets you control which data is displayed in the report.
You can filter by multiple dimensions such as:

• Advisor
• Campaign
• Source
• Business type
• Date range

Filters make it easy to focus on specific data subsets—for example, viewing production results for one advisor or campaign during a specific time period.

3. Aggregated Results (Summary Section)

Below the filters, you’ll find aggregated metrics summarizing the most important numbers in the report.

Examples of aggregated results include:

• Total Leads Captured
• Total Appointments Set or Kept
• Total Production Issued
• Conversion Ratios and Averages

These metrics give a quick, high-level overview of performance before drilling deeper into the data.

4. Visualizations and Charts (Middle Section)

The visual section includes charts, graphs, and data visualizations that illustrate performance trends and comparisons.

Common chart types include:

• Bar charts (e.g., production by advisor)
• Line charts (e.g., performance over time)
• Pie charts (e.g., appointments by source)

You can also click on a chart element to filter the entire report by that data point. For example, clicking a specific advisor’s bar in a production chart filters the full report to show only that advisor’s metrics.

5. Data Tables (Bottom Section)

At the bottom of each report are data tables that link directly to the underlying records stored in LeadCenter.ai.

Each row represents a specific data record (such as a contact, account, or appointment).
From these tables, you can:

• Click on a Contact ID to open the Contact Details page.
• Click on other record IDs to open corresponding pages in LeadCenter.

This makes it easy to transition from summarized report data to the detailed source records with a single click.

6. Reports with Multiple Pages

Some reports, such as the Executive Dashboard, contain multiple pages or tabs.

For example:

1. Go to Reports → Executive Dashboard.
2. Open the Executive Report (Year-to-Date).

This report includes multiple sections or pages:

• Scorecard – Displays summary KPIs for leads, appointments, and conversions.
• Production KPIs – Tracks issued and pending production performance.
• Advisor KPIs – Shows individual advisor performance data.
• Marketing ROI – Displays lead generation results and cost efficiency.

Each page provides a different perspective on business performance, allowing for a comprehensive view of company results.

7. Summary of Report Structure

8. Key Takeaways

• Reports in LeadCenter.ai are structured for clarity and interactivity.
• You can move seamlessly from summary metrics to detailed records.
• Many reports include multiple pages, each focusing on a specific performance area.

That’s how reports are organized in LeadCenter.ai.
This structure ensures that every report is easy to navigate, analyze, and connect directly to the underlying business data.