Scattered data
Ads, websites, forms, calls, CRM and messengers sit in separate places. Each shows only part of the picture.
Owner report · Ads · Lead-flow control
Executive report on advertising and leads
A brief daily or weekly overview of ads, forms, calls, Telegram/WhatsApp, CRM, follow-up, losses and team actions.
Managers need a brief answer: what worked, where leads were lost, who did not respond and what to do next, without navigating 20 charts.
Reports exist, but management lacks an overview
Marketing sends ad account data, CRM shows statuses, managers post in chats, websites count forms and telephony stores calls. The owner still lacks a brief business overview.
Losses surface too late
Missed calls, unanswered messages and overdue follow-up appear too late in reports, if at all.
Decisions rely on impressions
The owner sees spending but not which sources bring useful enquiries or where the team loses money.
Without an owner report
- Ad metrics stay separate from sales;
- Calls and messengers are missing from the overview;
- Overdue follow-up gets lost;
- The team disputes the figures;
- The owner spends time gathering data manually.
With a management report
- Ad and website results are visible;
- Calls, forms and chats appear in one digest;
- Missed and overdue items are highlighted;
- Owners and next steps are clear;
- Budget and process decisions have a factual basis.
What the report can include
Start with management essentials. Add only metrics that support decisions or prevent losses.
Advertising and sources
- Spend and campaigns;
- UTM tags and entry pages;
- Forms, clicks, calls;
- Cost per enquiry.
Leads and handling
- New enquiries;
- Missed calls;
- Telegram/WhatsApp leads;
- Status and owner.
Risks and actions
- Overdue follow-up;
- Unhandled leads;
- Form/CRM failures;
- Today's actions.
How we launch
Choose a format the owner will actually read, then connect data and automate delivery.
Source map
Ads, websites, calls, messengers, CRM, spreadsheets, managers.
Minimal digest
Define 5-10 metrics and risks the owner needs.
Automation
Gather data, rules, Telegram/email delivery and quality checks.
Improvement
Add AI summaries, call tracking, monitoring and sources as their value becomes clear.
Related services
Owner reports work best with connected leads, calls, analytics and follow-up.
Calltracking
Add calls, missed calls and callbacks to the management overview.
Advertising workflow audit
Find where ads, websites and leads lose money before reporting.
AI summaries
AI condenses data and risks into a brief message for the owner.
Want ads and leads in one overview?
Message us. We will review data sources and suggest a report the manager will actually read.
FAQ
Brief answers about executive reports, ads, leads, calls, CRM and AI summaries.
What does an executive report include?
A brief view of ads, leads, forms, calls, messengers, CRM, follow-up, losses and team actions.
Can we start without BI?
Yes. An automated Telegram or email summary, spreadsheet, CRM export and a few oversight rules often suffice.
How often does the report arrive?
Usually daily for operational oversight and weekly for review. Frequency follows lead flow and the owner's role.
Can AI be added?
Yes. AI helps condense data and explain events, risks and required actions.
End-to-end analytics · Call tracking · Owner report
Lead and call sources in one report
Managers need a brief overview of ad sources, calls, forms, missed enquiries, overdue follow-up and money lost across the process.
Advertising and website
Combine clicks, UTM tags, entry pages, forms and contact buttons to identify channels that bring enquiries as well as traffic.
Calls and messengers
Add call tracking, missed calls, Telegram/WhatsApp and callback oversight to the shared lead overview.
CRM and team actions
Show statuses, overdue actions, owners and next steps so reports help manage the business.
Advertising reportEnd-to-end analyticscalltrackingCall trackingExecutive reportLeads from ads