Marketing teams and demand-gen leads get a clear view of which channels produce leads and how many convert, without piecing data together across tools.
What's Included
- Lead counts by source: New leads grouped by channel and campaign.
- Conversion rates: Stage-by-stage funnel progression from lead to opportunity.
- Trend analysis: AI agents compare performance against prior periods.
- Scheduled delivery: Reports compile and send to your team automatically.
How To Use
- Connect your CRM, forms, and ad platforms to a Taskade project.
- Define the lead stages and channels you want measured.
- Let an AI agent calculate conversion rates and highlight top channels.
- Schedule the report to deliver each week to marketing leadership.
Pair this with a marketing agent for follow-up, or see more reporting automations to optimize your funnel.