Reporting & Analytics

The Reporting & Analytics module in Drip CRM gives you real-time insights into how your business is performing. From lead generation to revenue, you can track every stage of the customer journey.

πŸ“Š Dashboard Reports

  • Pipeline Value – see total revenue potential in your pipelines.

  • Won vs. Lost Deals – track success rates across opportunities.

  • Lead Source Breakdown – know which channels bring in the most leads (Facebook Ads, Google, referrals, etc.).

  • Conversion Rates – measure how well leads move through each stage of your pipeline.

πŸ“ˆ Marketing Performance

  • Campaign ROI – track open rates, click-throughs, responses, and conversions for SMS and email campaigns.

  • Funnel Analytics – view page performance, drop-off points, and A/B test results.

  • Ad Tracking – connect Facebook and Google Ads to see cost per lead and return on ad spend (ROAS).

πŸ”” Custom Reports

  • Build reports tailored to your business goals.

  • Filter by date ranges, tags, or specific pipelines.

  • Export reports as CSV or PDFs for team sharing.

πŸ“Œ Example Use Case

A finance broker wants to know which channel is most profitable:

  1. They check Lead Source Breakdown to see leads from Facebook vs. Google Ads.

  2. Reporting shows Facebook leads are cheaper but Google leads close at a higher rate.

  3. They shift more budget into Google Ads to maximize ROI.

βœ… Next Step

With reporting, you can measure performance and adjust strategies. Next, let’s cover Core Modules β†’ Billing & Accounts so you know how to manage subscriptions, invoices, and team access inside Drip CRM.