Reports

Reports → Conversions (doc 105 §4.7): leads followed to appointments and sales, broken down by source, campaign, ad, channel and form, the lead list, and the delivery health of conversions sent to Meta and Google Ads. Read-only; analytics.view and the conversion_reports plan feature.

📄️List every lead — forms, ad lead forms and ad-opened conversations — in one list

The Leads page (doc 105 §4.7): website and ConnectWiz form submissions, ad-platform

📄️List the values the Leads page's filters can pick in a period

`getConversionReportFacets` over the leads this caller may see (the same narrowing

📄️Get the lead → appointment → sale funnel

The period's leads followed to their appointments and sales (doc 105 §4.7).

📄️Break the funnel down by source, campaign, ad, channel…

The funnel of `getConversionFunnel`, one row per value of `dimension`,

📄️Download the breakdown as CSV

The rows of `getConversionBreakdown` as a CSV file: the dimension value,

📄️List the period's leads with where they came from and how far they got

One row per lead of the funnel's cohort, newest first: what kind of lead it

📄️List the values the report's filters can pick in a period

For each filter dimension (`source`, `medium`, `campaign`, `ad`, `touch_kind`,

📄️See what reached Meta and Google Ads, and why the rest did not

The conversion events ConnectWiz sent in the period (by when they were

📄️The share of visitors without marketing consent in the period

Doc 106 §4.7, CMP-6 — the 'consent loss' next to the conversion