Reporting & attribution
Know what's working. Fix what isn't
Because leads, conversations and deals live in one system, Louma can follow a click to a customer. Dashboards for owners, managers and salespeople — with attribution that measures revenue, not just clicks.
Lead source → revenue
Quarter to dateBy campaign leads · appts · won · revenue
Why it matters
Marketing reports clicks. Sales reports revenue. Nobody connects them
Your ad platform says a campaign generated 300 leads at $18 each. Your sales team says those leads were terrible. Both are right — and without attribution from lead to deal, you can't tell which campaign actually produced customers.
Louma's reporting sits on the CRM, so source, salesperson, appointment and revenue are already on every record.
Optimising for cheap leads Campaigns judged on cost-per-lead, not cost-per-customer.
Dashboards in three tools Ads in one, CRM in another, calls in a third.
No response-time data The biggest leak in the funnel isn't measured.
Reports built by hand Someone exports to a spreadsheet every Monday.
How Louma handles it
From ad click to won revenue, on one dashboard
Reporting draws from every part of Louma. Nothing needs to be exported or reconciled.
Lead source and campaign attribution
Every contact carries its source, campaign and where supported the keyword or ad — from Google Ads, Meta, organic, referral or outbound.
Conversion tracking
Form submissions, calls, WhatsApp enquiries, appointments and won deals tracked as conversions, and fed back to ad platforms where useful.
Sales funnel metrics
New leads, contacted, qualified, appointments, opportunities, pipeline value, won revenue and conversion rate by period.
Salesperson performance
Response time, calls, appointments, conversion and revenue by rep and team.
Google Ads reporting
Campaign, keyword and search-term performance measured in leads, appointments and revenue — not just clicks. Managed on Growth and Scale.
Dashboards by role
Owner, manager and salesperson views, with the numbers each needs to act on.
What's included
What reporting includes
Dashboards are included in every membership. Advanced reporting, conversion tracking and lead source attribution are expanded on Growth and Scale.
- Sales dashboards
- Lead source attribution
- UTM & campaign tracking
- Google Ads & Meta attribution
- Conversion tracking
- Funnel metrics: leads → won
- Pipeline value & forecast
- Salesperson performance
- Call & response-time reporting
- Appointment reporting
- Custom reports
- Scheduled report delivery
Who it's for
For owners who spend money on leads
If you run Google Ads or Meta campaigns, buy leads or pay a sales team, you need to know what each of those produces in customers. Louma's reporting is built for that owner or manager question — not for analysts.
Connected to the rest of Louma
Reporting reads from the CRM, pipeline, unified inbox, calling and calendar. It's also where managed Google Ads performance is judged.
In practice
Two campaigns, one honest answer
- Campaign A: 206 leads at $14 each. Campaign B: 88 leads at $31 each.
- Attribution shows A booked 19 appointments and won 6 deals; B booked 27 and won 14.
- Cost per customer: A ≈ $480, B ≈ $195.
- Budget moves to B. The next month's report shows revenue, not just cheaper leads.
Common questions
Can Louma show which campaigns produce customers?
Yes. Source and campaign are attached to each lead, and the lead's appointments and won revenue are reported by source, campaign and where supported keyword.
Does Louma manage Google Ads?
Yes, on Growth and Scale memberships: setup, keyword research, conversion tracking, negative keywords, optimisation and monitoring. Media spend is paid by you to Google directly.
Can I see reports per salesperson?
Yes. Leads, response time, calls, appointments, conversion and revenue are reported per salesperson and team.
Can reports be sent automatically?
Yes. Dashboards can be scheduled for delivery to owners and managers.
See how Louma would work for your business
Book a 30-minute demo. We'll walk through your lead sources, your sales process and exactly what Louma would automate for you.