Advanced Reporting

Modified on Thu, 25 Jun at 10:34 AM

Measure ad campaigns, lead sources, calls, and team performance in one place.

What this covers

The Advanced Reporting feature lets you track and measure your marketing campaigns and lead management. This guide walks through each report and how to read it.

Accessing Advanced Reporting

Go to the Reporting section in TheraSaaS. Before pulling data, connect your Google Ads, Facebook Ads, and other platforms through Integrations — data then syncs and displays automatically.

Google Ads reporting

After connecting Google Ads, view campaign details like clicks, costs, and revenue. Revenue is based on your assigned lifetime client value (e.g., $2,600 per client), which drives ROI. You can filter campaigns by status (active, paused).

Key ROI metrics

ROI

Return on Investment

Total revenue from opportunities vs. ad spend.

e.g. 669%

CPS

Cost Per Sale

Ad cost per lead converted to a paying client.

e.g. $388

CPL

Cost Per Lead

Ad spend per lead generated.

e.g. $145

Conversion data

Click the conversion icons to see the list of clients that came through Google Ads. TheraSaaS tracks opportunities converted into paying clients — giving you more control than relying on Google Ads' default "thank you" page tracking.

Attribution reporting

The attribution report shows where your leads come from and how much revenue they generate, based on each client's lifetime value (e.g., $2,600). For example, 110 opportunities with 10 converted will reflect the total revenue tied to those leads.

Session events: tracks how each visitor arrived (organic search, direct, referral), what actions they took (e.g., form fills), and their source via UTM tracking.
Drill-down analysis: filter to specific events like form submissions or paid search to follow a lead's journey from source to conversion — including leads from Google Business, organic search, or referrals like Psychology Today.

Lead source reporting

A breakdown of where leads come from:

Source	What it means
Manual entry	Leads entered by staff (e.g., phone call inquiries).
Direct traffic	Leads who typed your URL directly.
Organic search	Leads from search engines.
Google Business Profile	Leads through your Google Business listing.
Paid search	Leads from Google Ads or other paid channels.
Referrals	Leads from referral sources like Psychology Today.

Call reporting

Select a date range and phone numbers (e.g., Google Ads tracking numbers) to view average call duration, total calls, and first-time calls.

TheraSaaS hides personal health information for privacy, but you can still see the contact tied to each call and its duration.
Enable call recording in phone settings to listen back — useful for coaching intake coordinators. Recordings can be downloaded and reviewed.

Agent performance reporting

The Agent Report shows how your intake coordinators are performing:

Opportunities won: how many clients each agent has converted.
Most opportunities handled: which agents are handling the most opportunities.
Leadership board: a ranking of top-performing agents to monitor each coordinator's effectiveness.

Best practice

Set an accurate lifetime client value first — every ROI, CPS, and revenue figure depends on it. Review ad, attribution, call, and agent reports together for the full picture.

Watch out for

Reports are only as good as your connected integrations. If data looks missing, confirm Google Ads, Facebook, and analytics are still connected under Integrations.