Use Our Lead Generation Template to Create Powerful Reports

Unlock the power of targeted leads and supercharge your business growth with our user-friendly and customizable lead generation template. Say goodbye to wasted time and resources, and say hello to a more efficient and effective lead-generation reporting process.

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A Lead Generation Report With Everything You'll Need

You probably use many strategies for lead generation, from email marketing to landing pages, SEO, and ads. Gather your most important data with our lead generation and sales report.

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Top Lead Generation KPIs Included

Creating lead generation reports doesn't need to be time-consuming or complicated. Use our templates to create beautiful status reports that give your management, sales, or marketing team the main points they need to know.

Executive report template KPIs
  • conversion kpi

    Conversions

    Measure conversion data from different sources to measure what’s working and what’s not. From conversion rate to event tracking and cost per conversion, get a beautiful overview of your lead generation efforts.

  • channel performance kpi

    Channel performance

    Which one of your marketing channels is generating the most qualified leads? Compare your different channels, from SEO to organic, and ads in our beautiful template.

  • Ad results kpi

    Ad results

    Make sure your investments are paying off. Track your lead generation campaign and ads in your KPI dashboard, which contains all the best metrics for lead management.

  • Goal completion

    Event tracking

    Event tracking tells you how often a predetermined objective on your website has been met. Whether it's purchases or sign-ups, you can keep management informed.

How to Create Your Own Lead Generation Report

Say goodbye to Google Docs, Data Studio, and Excel spreadsheets. Our lead generation report templates will save you time and let you focus on doing what you do best. It's quick and easy to get started. Just follow this step-by-step guide.

executive report template

Step 1 icon Create your free DashThis account

Sign up with an email address and password.

step 2 icon Connect your favorite digital tools

Select the digital tools from which you want to pull data, and we'll do the rest.

step 3 icon Select our B2B lead generation report template

Choose our lead generation free template from the drop-down menu, and you're all set.

DashThis Supports 34+ Integrations

Want to show data from different platforms in one report? No problem! DashThis can automatically pull data from over 34 platforms, CRM, and apps into one report.

Automate your executive reporting process with DashThis!

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Powerful and Easy Report Automation

Creating reports in Google Docs or Microsoft Excel takes too much time. Why bother when you can get a beautiful custom report and save time? You can also add a lead generation dashboard to your reports to give your sales team a quick overview.

EXPLORE OUR AUTOMATED REPORTING TOOL
reporting tool features

custom executive reports Customizable Lead Generation Reports

Our awesome B2B lead generation report template is fully customizable, so you can present your report just how you want it. You can add specific findings and important points to highlight the key takeaways and an executive summary or project status report at the beginning for a quick overview.

sharing executive reports Sharing Capabilities

Choose how you want to share your lead generation report with senior management. You can choose different file formats (email, PDF format or live URL) and use automated email dispatch so your chief executive officer or directors of specific departments get the report file or URL when you want them to.

white label executive report White Label Reports

Create a custom URL or design (or both!) for your lead generation reports. Ever heard the phrase 'dress for success'? The same thing applies to reports: the better it looks the more impact it will have. With DashThis, your reports can reflect your company's branding, colors, fonts, and general vibe, so your reports will always look top-notch.

Other Dashboard Templates for Marketers

Want to create other reports so you can track your digital marketing campaigns? Here are just a few of the reports you can create using DashThis.

other marketing templates

E-Commerce Report Template E-Commerce Report Template

Your ecommerce strategy is constantly evolving, and it’s essential to understand your performance to improve and take advantage of opportunities as they crop up. Our ecommerce report template includes all the important metrics you need to stay on track!

SEE OUR ECOMMERCE REPORT TEMPLATE

Digital marketing report template Digital Marketing Report Template

Track a range of digital marketing strategies (such as social media, website presence, and email campaigns) and your KPIs using our digital marketing report template.

SEE OUR DIGITAL MARKETING REPORT TEMPLATE

PPC Report Template PPC Report Template

Setting up an advertising campaign for your company takes time. And once your results start coming in, creating a good PPC report is important to determine your ROI and get a performance overview. Easily measure and analyze your paid campaign results in a monthly PPC report!

SEE OUR PPC REPORT TEMPLATE

Join the Club… We Saved You a Seat!

DashThis is the power behind thousands of monthly online marketing reports. Still wondering if we’re really THAT cool? These folks seem to think so!

  • Easy, convenient, and fast to set up.
    Laurent Roumieu - PPC Analyst / Paid Search / Performance Media Laurent Roumieu PPC Analyst / Paid Search / Performance Media 360i Canada
  • The biggest benefit is the time saved in terms of data collection. It's also great that the design is very pretty out of the box.
    Jonas Meister - Digital Marketing Strategist Jonas Meister Digital Marketing Strategist GnuWorld
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    Reef Digital Agency Director Hadrien Brassens Director Reef Digital Agency
  • DashThis allows me to quickly and easily get my clients key multi-channel performance metrics in one easy to digest report!
    Dave Ashworth - Technical SEO Consultant Dave Ashworth Technical SEO Consultant Organic Digital
  • Game changer for client communications and expectations. Also help in the sales process!
    Darian Kovacs - Digital Marketing & PR Specialist Darian Kovacs Digital Marketing & PR Specialist Jelly Digital Marketing & PR
  • We have so much less manual work to do; we save many hours a month that can instead be used for our customers!
    Mariève Masse - SEO Specialist & Project Manager Mariève Masse SEO Specialist & Project Manager O2 Web
  • Saves a lot of time as I can pull data from various channels all within one platform!
    Natalie Martin - Digital Marketing Manager Natalie Martin Digital Marketing Manager Travel Tripper
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    Jeff Schroeffel - President / Lead Consultant Jeff Schroeffel President / Lead Consultant Pittsburgh Internet Consulting
  • DashThis provides us with the metrics we need as well as an easy way to automate our client reporting. Also, their customer support is great.
    Tarek Reda - Head of Digital Marketing Tarek Reda Head of Digital Marketing bfound
  • We use so many different reporting platforms - this consolidates what we give our clients.
    Leigh Ann Moltz - Digital Marketing Manager Leigh Ann Moltz Digital Marketing Manager Eighty Three Creative
  • DashThis is a phenomenal tool for communicating with clients and staff. With 10 minutes of set up, I can create a custom report for a client that speaks to their digital marketing goals.
    Michelle Henderson - Founder Bad Cat Digital Agency Michelle Henderson Founder Bad Cat Digital
  • We used to spend 30-40 hrs on monthly reporting. We’re now down to 10-20 hours max while providing even more detailed information.
    Brad Blackburn - Director of Search Engine Marketing at GravityFree Brad Blackburn Director of Search Engine Marketing GravityFree
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