Hello, my name is Chris. In this article, you'll learn how to set up annual marketing goals for your firm using LeadCenter.
In LeadCenter, you can set marketing goals tied to key performance indicators (KPIs). These goals are automatically reflected in the executive dashboards and reporting features within the platform.
For example, go to the Reporting section in LeadCenter and open the Executive Dashboard category, either for the full year or year to date.
In this case, open the Year-to-Date Dashboard. In the report, you'll see two columns:
This lets you easily track progress throughout the year. This applies to leads, appointments, production, and many other key components.
For example, if you open the Executive Dashboard – Per Year report, you'll see the goals set for the previous year, along with the percentage of goal attainment.
Once goals are set in LeadCenter, they automatically appear in reporting. The system also calculates the percentage of attainment for you so you can track your progress without any manual effort.
To set up marketing goals:
You'll see a list of goals by year, KPI, and value. You can edit existing goals or click Add Goal to create a new one.
Example:
Now, the 2025 goal for 5,000 new leads is added. This will automatically appear in the Executive Dashboard, and progress will be tracked throughout the year across a predefined list of KPIs.
You can track KPIs such as:
For a full explanation of each KPI, click Help. This section outlines what each KPI measures, how it's calculated, and any formulas used — so you can understand exactly how your goals are tracked.
This is how you track marketing goals in LeadCenter:
Set them once at the beginning of the year, and your reports will automatically reflect progress toward each one.
Thank you!
Hello, my name is Chris. In this article, you'll learn how to track your marketing expenses in LeadCenter.
Adding your spend here gives you full visibility into cost breakdowns across your marketing efforts — helping you understand what’s working and what’s not.
With this feature, you’ll be able to track:
To ensure accurate reporting, make sure you assign each expense to the correct campaign when entering it into the system.
If a marketing expense is tied to a specific seminar or event, be sure to select that event when logging the spend.
This ensures the cost is properly associated with the right campaign and included in related reports.
To manage and track your marketing spend:
This opens the Marketing Expenses page, where you can:
Example:
To see expenses tied specifically to seminars or events, apply the filter for those campaigns. This will display only the expenses entered under seminars and events.
To enter a new marketing expense:
The expense will now appear in your list. You can use the Year and Month filters to narrow down your view.
Once expenses are tracked, they automatically appear in multiple reports across LeadCenter — starting with the Marketing Expenses Report.
To access it:
This opens the full Marketing Expenses Report, where you can view, track, and analyze your spending across campaigns — all in one place.
At the top of the report, you’ll see:
The report includes:
Below the charts, you’ll find a detailed table listing all your marketing expenses by campaign, category, and date — giving you full visibility into your marketing spend.
That’s how you track your marketing expenses in LeadCenter.
With proper setup, you’ll gain clear insight into where your marketing budget is going and which efforts are delivering the strongest return.
Thank you!
Hello, my name is Chris. In this article, you'll get an overview of Events Reports in LeadCenter. These reports help you track event performance, measure conversions, and analyze attendee insights all in one place.
To access the Events Reports:
This opens a report dashboard that brings together data from all your events and seminars into one centralized view, displaying key performance metrics and attendee information.
The Events Report includes key metrics such as:
To view specific data, you can filter by date.
For example:
At the top of the report, you’ll find a filter section.
By default, it shows only Completed Events unless you change the status.
To include Scheduled Events as well, adjust the event status filter.
You’ll also see a Date Filter, which controls the time period displayed in the report.
For example, you can select a full year, such as January 1 to December 31.
Below the filters, you’ll see summary statistics pulled from both the Events and Event Attendees tables.
This includes:
For example, narrowing the view to completed events might show:
The attendance status cards below summarize how attendees responded:
These boxes display attendee statuses based on how each event was configured.
It’s important to note:
On the right side, the report shows conversion metrics, including:
Details:
Scrolling down, you’ll see several visual charts in the report:
You can apply additional filters to focus on specific event types or time periods.
Example:
To view all Retirement Workshops completed last year:
This is a high-level overview of the Events Report in LeadCenter.
It provides comprehensive insights into your events, helping you analyze performance, measure conversions, and understand attendee engagement.
For more details on event performance tracking, refer to the additional event report videos available in the Help section.
Thank you!
Hello, my name is Chris. In this article, you'll learn how to use the Event Performance Report in LeadCenter.
This report provides a consolidated view of your event results by combining key performance metrics like registrations, attendance, conversions, and financial outcomes.
To access the report:
To display accurate data, make sure to select a date range that includes completed events.
For example:
The Event Performance Report aggregates key metrics such as:
It also includes detailed breakdowns by:
At the top of the report, you’ll find the filter section, where you can:
By default, the report shows conversion metrics for all attendees.
If you only want to see conversion data for head of household attendees, check the box labeled Head of Household Only.
The report will update to reflect only those contacts.
You can also filter by event type using the dropdown menu.
For example, select Retirement Workshop to view only those events in the report.
The next section includes summary cards that show high-level event metrics:
These five cards pull data from both the Events and Event Attendees tables.
A second set of cards provides deeper insight using data from:
These help you measure outcomes beyond registration, such as:
These figures reveal your event’s overall effectiveness at generating real business — from initial interest to client conversion.
You’ll also see:
Below the summary cards are detailed tables showing event performance by multiple dimensions.
This table helps identify which months had the highest conversion rates.
It includes:
At the bottom of each table, you’ll see aggregate totals and conversion rates, including:
Note:
The First Appointment Set and Kept metrics pull from the Appointments Table, while Became Client data comes from the Sales Pipeline.
This table tracks how your events perform based on the day they’re held — helping you identify which days deliver better attendance and conversions.
The third table breaks down performance across multiple categories:
These insights help you analyze trends and identify what factors drive stronger conversion rates.
The Event Performance Report gives you direct, automated insight into how your seminars and events are driving:
It’s one of the most valuable tools in LeadCenter for evaluating and optimizing your event marketing strategy.
Thank you!
Hello, my name is Chris. In this article, you'll get an overview of the Event Attendees Report in LeadCenter.
This report gives you detailed insights into event participation, attendance behavior, and how attendees connect to your sales pipeline.
To open the Event Attendees Report:
Make sure to select a date range that includes scheduled events.
For example:
The Event Attendees Report provides a detailed list of all attendees, organized by their registration status, such as:
It also includes a breakdown of each event category, along with percentage distributions for:
The report is divided into four main sections for easier navigation and analysis.
The Filter Section allows you to customize which events are shown.
By default, the report displays only completed events.
To view all events, whether scheduled, completed, or canceled:
You can also apply additional filters to narrow your view.
Example:
To focus on a specific event type, such as Retirement Workshop, select it from the Event Type filter.
This refines the results to show only those events and their attendees.
The second section includes Top-Level Summary Cards, which display metrics such as:
These summary cards combine data from both the Events Table and the Event Attendees Table to give you a comprehensive view of engagement.
Below the summary cards, you’ll find two key charts:
These charts provide visual insights into how well your events are driving movement through the sales funnel.
Scrolling further down, you’ll find a detailed list of attendees, their events, and their corresponding Pipeline Stage.
This gives you a quick breakdown of:
This section provides a three-dimensional view that connects event performance directly to your contact pipeline.
At the very bottom, the report displays the full attendee dataset — the raw source data behind the summary cards and charts above.
The Event Attendees Report in LeadCenter helps you:
It’s a powerful tool for connecting event outcomes with lead and client conversions.
Thank you!
Hello, my name is Chris. In this article, you'll get an overview of the All Appointments Report in LeadCenter.
This report provides a detailed view of all types of appointments, whether they’re with clients or prospects, across your entire firm.
In LeadCenter, there are several appointment reports designed to track client engagement and conversion:
To access the All Appointments Report:
This will launch the full report view.
At the top of the report, you’ll find a Filter Section where you can:
The top of the report displays key totals, including:
Below the summary section, the report includes three main charts that break down appointments by:
Scroll further down to view:
This section helps visualize advisor workloads and client engagement across your firm.
The lower portion of the report displays a full list of appointments contributing to the report.
Example:
If you want to focus on a specific category, such as Client Reviews, you can quickly see how many were held during the selected time period.
For instance:
To drill down into a specific advisor’s meetings:
To narrow down the time frame:
Examples:
The report will refresh to display data for the selected range.
You can:
The All Appointments Report in LeadCenter provides a complete picture of all appointments across your firm — helping you analyze performance, track client engagement, and measure conversion trends.
Thank you!
Hello, my name is Chris. In this article, you'll learn about the Sales Pipeline Report in LeadCenter.
This report is one of the most important tools for evaluating the health of your marketing and conversion process — from initial lead capture to client conversion.
To access the report:
The Sales Pipeline Report provides a detailed analysis of:
You can filter the Sales Pipeline Report by different criteria or dimensions.
For example, selecting a longer date range updates the report to show how many leads were received during that period.
It also breaks down the total leads received across key timeframes:
One of the most valuable insights in this report is the conversion rate — showing how leads move through your funnel.
You can see:
This data helps you measure how effectively your marketing efforts turn leads into real client interactions.
Below the summary section, you’ll find a timeline chart showing lead creation by month.
You can adjust the view using the arrows to see data by:
This flexibility helps you analyze trends at the level of detail you need.
Scrolling down, you’ll find four visual charts that display leads by:
In LeadCenter, leads can be automatically captured from multiple sources, including:
This automation ensures all leads are tracked consistently in your pipeline.
Further down the report, you’ll see three-dimensional charts showing relationships between:
Example:
You can see how many leads from YouTube are currently in each stage — New, Attempting, First Appointment, Pending, and so on.
You can also use the toggle buttons above these charts to filter between Issued, Pending, and Forecasted Accounts.
In a live pipeline, Issued Accounts typically appear under the Became Client stage, indicating successful conversion.
If you’d like to use the data outside LeadCenter:
This makes it easy to share or perform additional offline analysis.
At the top of the report, the Filter Section lets you refine the data shown.
You can:
The report updates automatically to reflect your selections.
Click Reset Filter to clear all filters and return to the default view.
You can also click directly on any chart element — such as the “New” stage — to instantly filter the report by that segment.
The Sales Pipeline Report in LeadCenter gives you complete visibility into your marketing performance and conversion process.
By analyzing how leads move through your funnel — from initial capture to becoming clients — you can identify strengths, spot bottlenecks, and improve your overall conversion efficiency.
Thank you!
This guide provides a complete overview of Production Reports in LeadCenter.ai, explaining how to use each report, the filters available, and what insights they provide.
To access Production Reports:
You’ll find three main production reports:
Each report focuses on a different stage of the production process and provides analytical tools to evaluate business performance.
The Issued Production Report shows all production data for accounts with “Issued” status, filtered by the Issued Date.
The Pending and Forecasted Production Report provides a broader view, including:
This report provides visibility into projected revenue and pending deals, helping you monitor your sales funnel more effectively.
The Single Advisor Report is an advisor-specific dashboard that only the assigned advisor can access.
This personalized report allows advisors to:
| Report Name | Filters By | Includes | Best For |
|---|---|---|---|
| Issued Production | Issued Date | Issued Accounts Only | Analyzing finalized business |
| Pending & Forecasted Production | Application Sign Date | Issued, Pending, Forecasted, Cancelled | Forecasting and pipeline tracking |
| Single Advisor Report | User-specific data | Issued, Pending, Forecasted, Commission, Appointments | Individual advisor performance tracking |
LeadCenter.ai’s Production Reports provide powerful insights into both current and future business performance.
By combining Issued, Pending, and Forecasted data, you can:
If you have further questions, contact support@leadcenter.ai.
Thank you for watching.
This guide provides a comprehensive explanation of the Executive Dashboard Reports in LeadCenter.ai, detailing how they work, what data they include, and how to interpret the metrics and dimensions provided.
The Executive Reports give management teams and business owners a 360° view of company performance across sales, marketing, and production.
To access them:
LeadCenter offers two versions:
| Report Type | Coverage | Description |
|---|---|---|
| Executive Report (Year-to-Date) | From January 1 of the current year to today | Focused on performance so far this year |
| Executive Dashboard (Per Year) | January 1 – December 31 (selectable by year) | Shows full-year data for the current or past years |
Both reports cover:
The Executive Year-to-Date Report contains four key pages:
Each page compiles data from multiple modules within LeadCenter.ai, including the Sales Pipeline, Calendar, Accounts, and Marketing Campaigns.
The Lead Scorecard provides insights into lead generation performance, including:
For example:
The Production KPIs page tracks production performance using the Account Issued Date and Business Type.
This helps visualize your pipeline health and forecasted revenue.
The Advisor KPI Report mirrors the structure of the Production KPI report but is segmented by Advisor.
This section provides an advisor-level breakdown of sales activity, allowing management to assess individual performance and workload.
The Marketing ROI Report evaluates the effectiveness of your marketing efforts by connecting spend to results.
The Marketing ROI report combines data from six or more tables, giving a unified view of:
You can define annual business goals in LeadCenter.ai.
These appear as a separate column in Executive Reports, and the system automatically calculates the % of Goal Attainment for:
This provides real-time progress tracking toward yearly objectives.
| Report Page | Key Metric | Data Source | Time Basis |
|---|---|---|---|
| Scorecard | Leads, Appointments, Conversions | Sales Pipeline, Calendar | Lead Creation Date |
| Production KPIs | Issued, Pending, Forecasted Accounts | Accounts Section | Issue Date / Application Sign Date |
| Advisor KPIs | Production by Advisor | Accounts Section | Year-to-Date |
| Marketing ROI | Spend, CPL, CAC, ROI | Marketing, Sources, Campaigns | Year-to-Date |
If you need further assistance or custom reporting help, contact support@leadcenter.ai.
Thank you for watching.
This guide explains how to use the All Appointments with New Prospects report to track and analyze your team’s appointment conversion rates in LeadCenter.ai.
The All Appointments with New Prospects report allows you to measure how effectively your team converts new leads into clients through the appointment process.
It focuses on the prospect’s appointment journey, from their first appointment up to their fourth, and shows conversion rates for each stage and advisor.
This report is based on the First Appointment Date and only includes appointments with these categories:
Each subsequent appointment stage (second, third, and fourth) is always a subset of the previous one:
This ensures an accurate, sequential view of appointment progression before a contact becomes a client.
For each advisor, the report shows:
At the far right of the table, you’ll find the overall conversion ratio, showing what percentage of new prospects became clients.
Example:
If an advisor had 20 first appointments and 10 prospects became clients, the conversion ratio would be 50%.
Below the main table, the report includes visual charts showing appointment performance by:
At the top of the report, you can filter results by multiple dimensions:
When you apply a filter (e.g., Lead Source: Referrals), all charts and tables update automatically to show conversion rates for that source.
At the bottom of the report, you’ll find a detailed appointment list for the selected period.
It includes:
You can export the full dataset to Excel or Google Sheets by clicking the three-dot menu in the top right corner of the report and selecting Export.
To view appointments for a specific time frame:
The report will refresh automatically to display appointment and conversion data for that time range.
| Feature | Description |
|---|---|
| Based On | First Appointment Date |
| Included Categories | First–Fourth Visit (Not a Client) |
| Key Metrics | Appointments Set/Kept, Conversion Ratios, Client Conversions |
| Filters | Lead Source, Advisor, Date Range |
| Export Options | Excel / Google Sheets |
| Purpose | Track conversion from first meeting to client acquisition |
The All Appointments with New Prospects report provides a clear, data-driven view of how efficiently your team converts new leads into clients.
Use it to measure performance, identify bottlenecks, and continuously improve your sales and meeting process.
Thank you for watching.
This guide explains how to use the First Appointment with New Prospects report in LeadCenter.ai to evaluate lead quality, scheduler performance, and advisor conversion rates.
The First Appointment with New Prospects report tracks business performance by analyzing first appointments booked with new leads. It provides insight into how effectively leads progress through the initial meeting stage and identifies which sources, schedulers, and advisors generate the best results.
There are two critical things to understand about this report:
The report provides performance insights from three key perspectives:
You can switch between these views using the dropdown menus at the top of the report.
Scroll to the bottom of the report to view how many first appointments came from each source — for example, YouTube, Referrals, or Seminars.
A high kept (attended) ratio suggests leads from that source are more engaged and likely to convert into clients.
Switch to the Scheduler View at the top of the report to analyze:
This view helps evaluate internal scheduling effectiveness and accountability.
In the Advisor View, you can review:
These metrics allow you to assess advisor productivity, closing efficiency, and overall lead engagement.
At the top of the report, you’ll find an aggregated summary that consolidates:
This section provides an at-a-glance view of your company’s first-appointment performance.
You can use the report’s filters to refine your view:
Example:
To compare YouTube and Seminar channels:
At the bottom of the report, you’ll find a detailed list of all appointments included in the selected period, showing:
To export the data:
The First Appointment with New Prospects report is one of the most valuable tools in LeadCenter.ai because it:
By regularly reviewing this report, you can make data-driven decisions to improve both your marketing ROI and sales conversion rates.
Thank you for watching.
This guide explains how to export data from reports in LeadCenter.ai, including downloading full reports as PDFs and exporting tables to CSV, Google Sheets, or Excel formats.
There are two main ways to export report data in LeadCenter.ai:
Each option is useful for different needs—PDFs are ideal for sharing summaries and visuals, while table exports allow for deeper data analysis.
To export a report as a PDF:
You can then save or share the PDF with colleagues or clients.
Tip: The PDF export includes all report visuals, charts, and summary metrics—making it perfect for presentations or performance reviews.
You can export any individual table from a report into a spreadsheet format for further analysis.
To do this:
When exporting to Google Sheets, all value formatting (such as currency, dates, and percentages) is preserved automatically.
LeadCenter.ai also provides a dedicated Exports section under Reports, allowing bulk export of specific data categories.
You can export:
Steps:
This is particularly useful for auditing communications or generating compliance reports.
| Export Type | Location | Output Format | Ideal Use |
|---|---|---|---|
| PDF Report | Full report | Presentations, summaries, or sharing reports | |
| Table Export | Individual table | CSV / Google Sheets / Excel | Data analysis or collaboration |
| Special Export Reports | Reports → Exports | CSV / Google Sheets / Excel | Exporting logs or system-level data |
That’s how you export data in LeadCenter.ai.
You can now generate PDFs, CSVs, or spreadsheets to analyze, share, or archive your reports easily.
This guide explains how to use filters in LeadCenter.ai reports to focus on specific data, analyze performance metrics, and uncover actionable insights.
Filters allow you to narrow down data within reports, helping you focus on specific dimensions—such as advisors, campaigns, or sources—and measure performance more accurately.
Filtering is essential for:
Reports in LeadCenter.ai are organized into two main components:
Filters are applied to dimensions in order to refine which metrics are displayed.
Example: Filtering the production report by “Advisor” allows you to see production metrics for that specific advisor.
There are three main ways to apply filters in LeadCenter.ai reports:
Example: Selecting Janet Smith under “Advisor” filters the report to show her production and appointments only.
This method is ideal for quickly drilling into data visually.
This makes it easy to analyze specific data subsets from within detailed tables.
Each drop-down filter represents a dimension and contains several selection options:
Example: To view results for both Janet Smith and Sarah Johnson, deselect all others in the drop-down, leaving only these two advisors checked.
Almost every report in LeadCenter.ai includes a date filter, which controls the reporting period.
Example: Selecting Last 30 Days filters the report to show only data from that time period.
To remove all active filters and return to the report’s default state:
This helps you start fresh after performing detailed analyses.
| Filter Method | How to Use | Best For |
|---|---|---|
| Filter Section | Use dropdown menus to filter by advisor, campaign, source, etc. | Detailed control and multi-filter analysis |
| Chart Filters | Click on chart elements (bars, lines, etc.) to filter by visual metric. | Quick visual analysis |
| Table Filters | Click any table row to focus on that data segment. | Investigating specific entries |
| Date Filters | Choose custom or preset date ranges. | Time-based analysis |
| Reset Filters | Clears all active filters. | Returning to full dataset |
That’s how you filter reports in LeadCenter.ai.
Using these filtering methods, you can quickly explore data, uncover insights, and make more informed business decisions.
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.
All reports in LeadCenter.ai follow a consistent layout to make data exploration and analysis intuitive.
Each report is divided into four main sections:
The filter section lets you control which data is displayed in the report.
You can filter by multiple dimensions such as:
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.
Below the filters, you’ll find aggregated metrics summarizing the most important numbers in the report.
Examples of aggregated results include:
These metrics give a quick, high-level overview of performance before drilling deeper into the data.
The visual section includes charts, graphs, and data visualizations that illustrate performance trends and comparisons.
Common chart types include:
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.
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:
This makes it easy to transition from summarized report data to the detailed source records with a single click.
Some reports, such as the Executive Dashboard, contain multiple pages or tabs.
For example:
This report includes multiple sections or pages:
Each page provides a different perspective on business performance, allowing for a comprehensive view of company results.
| Section | Description | Purpose |
|---|---|---|
| Filters | Located at the top of the report | Narrow results by date, advisor, source, etc. |
| Aggregated Results | Summarized metrics and KPIs | Provide a snapshot of overall performance |
| Visualizations/Charts | Graphical data representations | Highlight patterns and trends |
| Data Tables | Linked record-level data | Drill into underlying details |
| Multi-Page Reports | Tabs for scorecards, KPIs, ROI, etc. | Offer deeper performance breakdowns |
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.
This guide provides an overview of Reports in LeadCenter.ai — how to access them, navigate the interface, and understand the available report categories.
LeadCenter.ai offers advanced reporting and visualization tools that cover every stage of the client lifecycle. Reports provide actionable insights into:
These reports help advisors, managers, and teams make data-driven decisions to grow their business.
To open the reports section:
This opens the Reports page, which is divided into two primary sections:
The Favorites section displays any reports you’ve marked as favorites for quick access.
You can customize this section by starring or un-starring reports based on your needs.
The All Reports section lists all available reports organized by functional category.
You can browse, filter, and open reports directly from this area.
Reports are grouped into several key categories for easier navigation:
| Category | Description |
|---|---|
| Appointments | Tracks meetings, reminders, follow-ups, and client interactions. |
| Billing | Provides insights into invoices, payments, and billing history. |
| Commission | Displays advisor commissions and related financial data. |
| Compliance | Includes data and reports related to regulatory requirements. |
| Events | Shows performance metrics for seminars, workshops, and webinars. |
| Executive Dashboard | Offers a company-wide overview of performance metrics and KPIs. |
| Export | Allows exporting of data logs such as SMS or email histories. |
| Marketing | Tracks campaign results, lead generation sources, and ROI. |
| Production | Reports on issued, pending, and forecasted financial accounts. |
| Sales | Focuses on pipeline performance and lead conversion rates. |
Example:
If you want to analyze client meetings, click on Appointments or select “Appointments” from the category drop-down menu.
This will display all appointment-related reports along with their names and short descriptions.
In the All Reports table, each row includes:
To mark a report as a favorite:
To open a report:
Once open, you can use filters, charts, and tables to analyze the report data.
This introduction covers how to locate and open reports.
In subsequent lessons, you’ll learn how to:
That’s an introduction to Reports in LeadCenter.ai.
Reports are a central tool for monitoring business performance, evaluating results, and driving strategic improvements.
