Reports Guide

These reports cover everything directly related to your leads.

A combination of Leads Returned by Source and Lead Sales by Source reports.

View all the different lead statuses, such as closed, dead, working lead, etc. based on all partners combined.

Displays how many leads are gotten in each hour of the day from the start date to the finish date. Find out which times of day are ideal for your lead sales to optimize your workforce and your pricing. Only looks at start date.

Most reports within the boberdoo system are broken down by each individual lead type (Health vs. Home Improvement vs. Auto), but this report encompasses all of your lead types into one single report. It then breaks down the total number of pings and posts that have been received by each lead type, and also provides a total number of pings and posts received for your entire lead system.

The report identifies leads rejected based on their source.

Shows what partners and filter sets generate the most matches, as well as how many matches each filter set has received. This report can help trim down any excess filter sets and keep your boberdoo system organized, as well as help your most popular filter sets stand out.

Shows numbers of unique leads, flips, refunds, and sales & refund balances for each landing page. This report can help you identify and improve struggling landing pages, as well as point out your most successful pages.

Shows number of unique leads, flips, refunds, and sales & refund balances for each source. Find your most successful or refund-heavy sources with this report as a first step to troubleshooting your sources.

Shows what sources have sold leads from which states, as well as graphs this information. Find out where your hottest leads are coming from, and what states bring up the most duds.

This report shows the statuses for leads based on what source they are involved with.

View all the different lead statuses, such as closed, dead, working lead, etc. based on a by partner basis.

Shows total leads from each available source. Find out which sources are providing the most volume for you here.

Shows how many leads are matched, unmatched, or declined within the specified date range. Quality check the path your leads are taking from a bird's eye view with this useful tool.

Shows how many leads were bought from which vendors. This report can tell you which vendors are pulling their weight and which are not as useful.

For each source, shows total leads sent, total leads sold, number of flips, leads returned, approved returned leads, and leads declined. Find out which sources are leading to the most refunds with this tool and optimize your volume of successful leads.

Shows a graph of each user and their total approve/decline rate for manually reviewed leads. For vendors and partners with a workforce, this keeps track of who approves which manually reviewed leads and ensures accountability. A lifesaver for those that manually review leads often!

Shows total, matched, unmatched, declined, and pending leads by day. Keep track of leads at all different stages throughout the week, month, or year and see when your traffic ebbs and flows.

Shows how many leads have been sold, split into those that have been sold exclusively and those that have been sold total. Makes it easy to keep track of your volume and how it's growing.

These reports cover everything directly related to your sources.

For each source, shows total leads sent, total leads sold, number of flips, leads returned, approved returned leads, and leads declined. Find out which sources are leading to the most refunds with this tool and optimize your volume of successful leads.

Shows the number of unique leads, flips, refunds, and sales & refund balances for each source. Find your most successful or refund-heavy sources with this report as a first step to troubleshooting your sources.

Shows a large amount of ping-post data sorted by source, including pings accepted, posts accepted or rejected, priority levels, and total ping-post sales. Allows a closer look at ping-post sources and how often they provide or reject information.

Shows sales and costs of all leads coming through specific sources, sorted by the date the lead entered the system. Also shows the total number of matched/unmatched leads, and profit.

Shows sales and costs of all leads coming through specific sources, sorted by the date the lead is sold. Also shows the total number of matched/unmatched leads, and profit.

Displays how many unique sources a lead type has received information from in alphabetical order. This report disregards date range.

Check out our video and a step by step walkthrough for setting up timed reports with google sheets in boberdoo.

These reports cover everything directly related to your partners.

You can filter payments by success and failure for your partners and the amounts.

Running a report by Insert Date means it pools the leads based on the date they came into the system. A report by Transaction Date pools the leads based on when the last transaction was.

A lead comes into the system and sells in real-time on 3/31 to Buyer A. Buyer A requests a refund for that lead and it is approved by our client on 4/1. If the report was based on Insert Date, that lead would be included in March's totals. If based on Transaction Date, that lead would be included in April's totals. If a lead comes into the system on 3/31 and goes unmatched, and it is reprocessed on 4/1, the report would be included in March's total based on Insert Date, but included in April's totals based on Transaction Date.