Using Swydo’s CallRail report template, discover which marketing campaigns, website pages, and keywords generate phone calls and conversions.
Gain valuable insights into the effectiveness of your marketing efforts in generating and handling phone calls. These metrics and KPIs will help you improve your marketing optimization strategies, enhance customer engagement, and increase conversion rates.
Data sources CallRailFree for 14 days
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How it works
1. Select
Choose one of our predefined templates or create your own
2. Connect
Connect your data sources
3. Customize
Customize your data to meet your client’s needs
4. Share
Schedule and share a dashboard or PDF report with your team or clients
Save time, impress clients, and grow your agency with Swydo's automated reporting solutions.
Save Hours
Streamline reporting and reclaim your day.
Actionable Insights
Present key CallRail metrics in a way that clients instantly understand.
All-in-One Reporting
Visualize, share, and manage all your CallRail data from one spot.
Custom Branded Reports
Present clients with tailored, on-brand CallRail reports.
Agency Mark-up
Set your agency markup once. Flat or percentage & auto-apply.
Win More Business
Impress in pitches with CallRail reports that showcase your expertise.
Your clients think phone calls are “untrackable” and keep questioning your digital marketing ROI. Meanwhile, you’re drowning in CallRail data that could prove 40% of their leads actually come from phone calls—if only you could present it properly.
Most agencies lose high-value clients because they can’t prove phone attribution. When a client’s $50,000/month Google Ads budget drives 200 phone calls but you only report on 50 form fills, you look incompetent. They don’t see the complete lead picture.
CallRail captures everything—first-touch keywords, multi-channel journeys, actual conversation data—but presenting this data coherently separates elite agencies from order-takers. Your competition shows click metrics while you reveal the complete customer journey from ad click to qualified phone lead.
Stop losing credibility over “mystery” phone conversions. This CallRail report template transforms complex attribution data into executive-ready insights that prove your campaigns drive real business growth, not just website traffic.
Call Attribution Intelligence
Track attribution that matters for phone leads: first-touch and last-touch campaign tracking, keyword-level phone attribution, and multi-channel lead journeys. No guesswork—just complete phone lead attribution.
Phone Lead Performance Focus
CallRail isn’t web analytics. Our template highlights call answer rates, call duration trends, and geographic lead distribution that proves phone marketing effectiveness beyond basic traffic metrics.
Custom Call Calculations
Create powerful custom calculations like call-to-lead conversion rates, qualified call percentages, and geographic performance analysis. Combine any CallRail metrics to tell your unique phone lead success story.
Create professional CallRail report templates that track critical call metrics, deliver actionable insights, and prove campaign effectiveness with CallRail’s comprehensive phone tracking data.
What to include in your CallRail report summary:
Perfect for stakeholder presentations and quarterly call tracking performance reviews.
Foundation metrics every CallRail report template should track:
Essential metrics that demonstrate CallRail campaign health and phone lead generation effectiveness.
What to include for attribution optimization insights:
Show exactly which CallRail campaigns and touchpoints generate the highest quality phone leads.
Phone performance metrics for CallRail report templates:
Demonstrate CallRail’s call quality metrics with actionable insights for campaign optimization.
Essential lead tracking data for CallRail report templates:
Show how CallRail tracks lead quality and progression beyond initial phone contact.
Attribution performance metrics to include:
Leverage CallRail’s attribution tracking to show lead quality across different marketing channels.
Powerful custom metrics you can create with available CallRail data:
Combine any CallRail metrics to create powerful insights unique to your client’s phone lead success story.
What every CallRail report template needs for actionable optimization:
Position your agency as a call tracking expert with data-driven optimization strategies that prove phone lead effectiveness.
FiltersLeverage a variety of filters to show more specific data points to quickly identify issues and take swift action.
SchedulingAutomate and share your dashboards and reports on a schedule that best meets your needs.
White labelReflect your brand by incorporating your logo and brand colors into your reports. You can also use your domain to share and send your reports.
GoalsSet and track goals to gain insight into performance, trends and progress toward your goals.
Custom MetricCombine two metrics from the same data source to calculate an entirely new custom metric.
Multi-language reportsCreate reports for your clients in 14 available languages through our automatic and editable translation feature.
Report DesignResizable widgets allow you to adjust the presentation of KPIs, charts, tables, text, and images to focus clients on key data and insights.
Text and ImagesProvide context to clients or stakeholders through descriptive text widgets. Incorporate images, such as ad assets, to improve client communication and understanding.
Flexible Date RangesEasily compare data across different time periods. Fully control the date range of your overall reports or specific KPIs, charts, and tables to highlight trends.
Easily Connect & Integrate Data in a Single Report
A CallRail report template is a pre-built report that automatically pulls phone tracking and call performance data from CallRail. It showcases key metrics such as call volume, lead attribution, call performance, and lead conversions… presented in a clear, professional layout optimised for stakeholder presentations and quarterly call tracking performance reviews.
Setup takes 10 minutes: choose a template, connect ad accounts, and customize with your branding for a professional report.
Yes, add your logo, colors, and host reports on your domain (e.g., reports.youragency.com) for a seamless, professional client experience.
Swydo integrates with 35+ platforms, including LinkedIn Ads, Facebook Ads, and Google Ads, allowing you to build consistent, multi-platform reports with real-time performance insights.
Plans start at $49/month for 10 data sources, with no per-client fees. Additional sources cost $1.50–$3.50 each. Learn more.
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