Advanced Reporting

This guide outlines the steps to use and navigate the Advanced Reporting feature inside TheraSaaS, allowing you to track and measure various aspects of your marketing campaigns and lead management.

1. Accessing Advanced Reporting

1. Navigate to Reporting: Go to the Reporting section within TheraSaaS.

2. Connect Integrations: Before pulling in data, ensure your Google Ads, Facebook Ads, and other relevant platforms are connected through Integrations. This will automatically sync and display data.

2. Google Ads Reporting

1. View Campaign Performance:

   • After connecting Google Ads, you can view campaign details such as:

     • Clicks

     • Costs

     • Revenue

   • Revenue is based on your assigned lifetime client value (e.g., $2,600 per client), which helps calculate ROI.

2. Filter Campaign Data:

   • You can filter campaigns based on status (active, paused).

   • Example: For a specific time period, the report shows total clicks, costs, and revenue attributed to live campaigns.

3. Calculating ROI:

   • The dashboard provides key metrics such as:

     • Return on Investment (ROI): Calculated based on total revenue from opportunities and ad spend (e.g., 669% ROI).

     • Cost Per Sale (CPS): Based on the total number of leads converted to paying clients and associated ad costs (e.g., $388 per sale).

     • Cost Per Lead (CPL): Based on the total number of leads generated and ad spend (e.g., $145 per lead).

4. Track Conversion Data:

   • You can track conversions by clicking on conversion icons, which will show the list of clients that came through Google Ads.

   • TheraSaaS tracks opportunities converted into paying clients, allowing more control over conversion metrics than just relying on Google Ads' default "thank you" page tracking.

3. Attribution Reporting

1. Overview of Attribution:

   • The attribution report provides insights into where your leads are coming from and how much revenue they generate based on the lifetime value assigned to each client (e.g., $2,600 per client).

   • Example: If you’ve generated 110 opportunities and converted 10, the dashboard will reflect the total revenue associated with those leads.

2. Session Events Tracking:

   • TheraSaaS tracks session events for each visitor to your website, showing how they arrived (e.g., organic search, direct traffic, referral).

   • You can also track the actions they took (e.g., filling out a form) and where they came from using UTM tracking.

3. Drill-Down Analysis:

   • Use filters to view specific events, such as form submissions or paid search interactions, to track the lead’s journey from source to conversion.

   • You can also view which leads came from Google Business, organic search, or referrals like Psychology Today.

4. Lead Source Reporting

1. Leads by Source:

   • This report shows a breakdown of where leads are coming from, categorized as:

     • Manual Entry: Leads entered manually by staff (e.g., phone call inquiries).

     • Direct Traffic: Leads coming directly to your website by typing in the URL.

     • Organic Search: Leads from search engines.

     • Google Business Profile: Leads coming through your Google Business listing.

     • Paid Search: Leads from Google Ads or other paid channels.

     • Referrals: Leads from referral sources like Psychology Today.

5. Call Reporting

1. View Call Metrics:

   • Select the date range and associated phone numbers (e.g., Google Ads tracking numbers) to view:

     • Average Call Duration

     • Total Calls

     • First-Time Calls

2. Tracking Calls by Contact:

   • TheraSaaS hides personal health information for privacy, but you can view the contact associated with each call and see the call duration.

3. Call Recordings:

   • Enable call recording in phone settings to listen to calls, especially useful for training intake coordinators. Call recordings can be downloaded and reviewed for coaching.

6. Agent Performance Reporting

1. Track Intake Coordinator Performance:

   • The Agent Report provides insights into how your intake coordinators are performing:

     • Opportunities Won: Tracks the number of clients each agent has converted.

     • Most Opportunities Handled: Displays the agents handling the most opportunities in the system.

2. Leadership Board:

   • The report displays a leadership board showing the top-performing agents, allowing you to monitor the effectiveness of each intake coordinator.

Summary

The Advanced Reporting feature in TheraSaaS offers comprehensive insights into your marketing campaigns, lead sources, and team performance. By regularly reviewing reports on Google Ads, attribution, call tracking, and agent performance, you can optimize your practice’s marketing efforts and client management strategies.