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My Reports (PDF Reports)
Integrations in My Reports

Integrations in My Reports

The My Reports tool allows you to integrate data from various sources – Semrush tools, Ahrefs, Moz, CallRail, Facebook Ads, HubSpot, Google, LinkedIn Ads, Mailchimp, Matomo, Microsoft Ads, TikTok Ads, X (Twitter) Ads, etc.

Widgets of integrations that are shown on the My Reports page.

Semrush Integrations

You can add data from the following Semrush Project tools to your reports:

  • Site Audit
  • Position Tracking
  • Backlink Audit
  • On Page SEO Checker
  • Social Tracker
  • Social Analytics

Semrush Project tools are highlighted with a red rectangle in the left menu.

The Site Audit widget lets you access the data for your overview, issues report, crawled pages report, detailed issues, incoming internal links, canonicalization, and more.

The Position Tracking widgets can show the visibility trend, keyword rankings table, and rankings distribution.

The Backlink Audit widgets let you include your audit's summary, bar graph distribution of the website's referring domains by toxic score (% of referring domains that are toxic, potentially toxic, and non-toxic), anchor types, top anchors, and the ratio of follow vs nofollow links. 

The On Page SEO Checker widgets let you add the list of ideas Semrush generated for your site and a chart of the trend of recommended ideas.

The Social Tracker widgets can add data about your competitors’ posts, audience, activity, and engagement across Facebook, X (Twitter), Pinterest, Instagram, and YouTube.

The Social Analytics section makes it easy to report on your audience’s demographics (gender, age, geography, etc) and engagement.

You can add Semrush Analytics data from the following tools to your reports:

  • Domain Overview 
  • Organic Research 
  • Backlinks 
  • Advertising Research 
  • PLA Research 
  • Traffic Analytics 
  • Keyword Overview 
  • Keyword Gap

Semrush Analytics tools are highlighted with a red rectangle in the left menu.

It is possible to change the scope of certain widgets. You can set up data for a subdomain, subfolder, or URL scope in widgets from Domain Overview, Organic Research, and Advertising Research. 

While configuring widgets in My Reports, choose the scope you’re interested in. 

The widget set up in My Reports with the scope drop down options.

This allows you to report data in narrower data scopes, compare it with a subfolder, and combine data based on different parts of your and competitors’ websites.

  • Listing Management 
  • Map Rank Tracker 

Semrush Local tools highlighted with a red rectangle in the left menu.

The Listing Management widgets let you show a quick snapshot of the details of a business listing. You can show the location list of a business so that a client is aware of the list of locations for their business. You can also show the listing status to show how much of their data is correct, unavailable, or processing. 

Pair these with the duplicate listing status and listing details widgets to show your client a complete look into their business listings.

You can find these widgets directly below the Google Search Console widget tab.

The Map Rank Tracker widget lets you add data from the Heatmap.

External Integrations 

In all external integrations, you can add single metrics, or pull data in chart/table/donut view. Based on this, you will be able to pull different metrics to your report.

An example of how to switch between the single metrics and the table in the Integrations menu.

Analytics

Single metrics:
 

GOOGLE ANALYTICS CONVERSIONS

  • Key Events
  • New Users
  • Sessions
  • Total Users
  • User Engagement
  • Users

GOOGLE ANALYTICS PAGE

  • ARPPU
  • ARPU
  • Average Purchase Revenue
  • Engaged Sessions
  • Event Count
  • Event Count per User
  • Events per Session
  • Key Events
  • New Users
  • Purchase Revenue
  • Sessions
  • Sessions per User
  • Total Revenue
  • Total Users
  • User Engagement
  • Users
  • Views

GOOGLE ANALYTICS EVENTS

  • Event Count
  • Event Count per User
  • Event Value
  • Events per Session
  • Key Events
  • New Users
  • Sessions
  • Total Revenue
  • Total Users
  • Transactions
  • User Engagement
  • Users

GOOGLE ANALYTICS TRAFFIC

  • ARPPU
  • Average Purchase Revenue
  • Average Purchase Revenue per User
  • Bounce Rate
  • Engaged Sessions
  • Event Count
  • Events per Session
  • First-Time Purchaser Rate
  • First-Time Purchasers
  • Gross Item Revenue
  • Gross Purchase Revenue
  • Item Refund Amount
  • Item Revenue
  • Items Purchased
  • Items Viewed
  • Key Events
  • New Users
  • Publisher Ad Clicks
  • Publisher Ad Impressions
  • Purchase Revenue
  • Purchaser Rate
  • Session Key Event Rate
  • Sessions
  • Sessions per User
  • Shipping Amount
  • Tax Amount
  • Total Ad Revenue
  • Total Purchasers
  • Total Revenue
  • Total Users
  • Transactions
  • User Engagement
  • Users
  • Views

Metrics in Table:
 

GOOGLE ANALYTICS CONVERSIONS

  • Campaign
  • Source / Medium
  • GOOGLE ANALYTICS PAGE
  • Page Path
  • Page Path and Screen Class
  • Page Title and Screen Class
  • Page Title and Screen Name
  • Source / Medium

GOOGLE ANALYTICS EVENTS

  • Event Name
  • Link URL
  • Source / Medium

GOOGLE ANALYTICS TRAFFIC

  • Age
  • Browser
  • Campaign
  • City
  • Country
  • Default Channel Group
  • Device
  • Device Brand
  • Device Category
  • Gender
  • Interests
  • Item Name
  • Language
  • Medium
  • Mobile Model
  • Operating System
  • Operating System with Version
  • OS Version
  • Page Path
  • Region
  • Session Source
  • Session Source / Medium
  • Session Source Platform
  • Source / Medium  

Metrics in groups:

  • Audience Insights
  • Key Events, Overview
  • E-Commerce Overview

Single metrics:
 

MATOMO BROWSERS

  • Actions
  • Goal Conversion Rate
  • Goal Conversions
  • Revenue
  • Visits

MATOMO COUNTRIES

  • Actions
  • Goal Conversion Rate
  • Goal Conversions
  • Revenue
  • Visits

MATOMO KEYWORDS

  • Actions
  • Goal Conversion Rate
  • Goal Conversions
  • Revenue
  • Visits

MATOMO OPERATING SYSTEMS

  • Actions
  • Goal Conversion Rate
  • Goal Conversions
  • Revenue
  • Visits

MATOMO PRODUCTS

  • Average Quantity
  • Orders
  • Product Conversion Rate
  • Quantity
  • Revenue

MATOMO REGIONS

  • Actions
  • Goal Conversion Rate
  • Goal Conversions
  • Revenue
  • Visits

MATOMO SEARCH ENGINES

  • Actions
  • Goal Conversion Rate
  • Goal Conversions
  • Revenue
  • Visits

Metrics in Table:
 

MATOMO BROWSERS

  • Browser
  • Date
  • Site Name
  • Site URL

MATOMO COUNTRIES

  • Country
  • Date
  • Site Name
  • Site URL

MATOMO KEYWORDS

  • Date
  • Keyword
  • Site Name
  • Site URL

MATOMO OPERATING SYSTEMS

  • Date
  • Operating System
  • Site Name
  • Site URL

MATOMO PRODUCTS

  • Product SKU
  • Site Name
  • Site URL

MATOMO REGIONS

  • Date
  • Region
  • Site Name
  • Site URL

MATOMO SEARCH ENGINES

  • Date
  • Search Engine
  • Site Name
  • Site URL

SEO 

With access to Ahrefs API, you can pull the following metrics from Ahrefs:

Single metrics:
 

AHREFS KEYWORD HISTORY

  • Top 11+
  • Top 3
  • Top 4-10

AHREFS METRICS

  • Organic Traffic
  • Organic Traffic Value
  • Paid Pages
  • Paid Traffic
  • Paid Traffic Cost

Metrics in Table:
 

AHREFS KEYWORD HISTORY

  • Date

AHREFS METRICS BY COUNTRY

  • Country
  • Date

AHREFS METRICS

  • Date

AHREFS TOP PAGES

  • Date
  • Top Keywords
  • Top Pages

Note: to use this integration, your paid Semrush account needs to include any subscription tier of the Agency Growth Kit.

Single metrics:
 

SEARCH RESULTS

  • Average CTR
  • Average Position
  • Clicks
  • Impressions

Metrics in Table:
 

SEARCH RESULTS

  • Country
  • Device
  • Page
  • Query
  • Search Appearance 

Metrics in groups:

  • Search Performance Overview
  • Audience Insights
  • Desktop Search
  • Mobile Search

With access to Moz API, you can pull the following metrics from Moz:

Single metrics:

  • Backlinks to Domain
  • Backlinks to Page
  • Backlinks to Subdomain
  • Domain Authority
  • Domains Linking to Domain
  • Domains Linking to Page
  • Domains Linking to Subdomain
  • Page Authority

Metrics in Table:

  • Date
  • Page
  • Root Domain
  • Subdomain
Note: to use this integration, your paid Semrush account needs to include any subscription tier of the Agency Growth Kit.

Local

Single metrics:

  • New Reviews

Metrics in Table:

  • Review
  • Review Title
  • Source

Please note that you need access to the Review Management feature in BrightLocal to pull review data.

Single metrics:

PERFORMANCE

  • Bookings
  • Call Clicks
  • Direction Requests
  • Food Orders
  • Impressions
  • Impressions Desktop Maps
  • Impressions Desktop Search
  • Impressions Mobile Maps
  • Impressions Mobile Search
  • Interactions
  • Menu Clicks
  • Website Clicks

REVIEWS

  • Average Rating
  • Total Reviews

Metrics in Table:

PERFORMANCE

  • Device
  • Impression Type
  • Platform

REVIEWS

  • Rating
  • Review

*If you have a paid Semrush subscription (Pro, Guru, or Business) and, also, an active Location limit, you can add the following metrics to your report:

Single metrics:

  • Bookings
  • Charged Leads
  • Leads
  • Messages
  • Phone Calls

Metrics in Table:

  • Category
  • Lead Status
  • Lead Type
  • Service

Paid Advertising

Single metrics:

  • Clicks
  • Conversion Rate
  • Conversions
  • CPA
  • CPC
  • CPM
  • CTR
  • Impressions
  • Spend

Metrics in Table:

  • Ad Group ID
  • Ad Group Name
  • Ad ID
  • Ad Network
  • Ad Type
  • Campaign
  • Campaign ID
  • Date
  • Keyword
  • Keyword ID

Lead Tracking

Take your reporting to the next level with CallRail integration in My Reports. Seamlessly connect your CallRail account to gather all your call tracking and analytics data in one place.

 
Key Benefits:
  • Centralized reporting: Combine CallRail metrics with other marketing data for a holistic view of your campaigns.
  • Actionable insights: Analyze call performance alongside other channels to identify trends and improve ROI.
  • Time-saving automation: Eliminate manual data entry by automatically pulling CallRail data into your My Reports dashboards.

What you can track

Calls:
  • Answer Rate
  • Answered Calls
  • Average Duration
  • First Time Callers
  • Inbound Calls
  • Miss Rate
  • Missed Calls
  • Outbound Calls
  • Qualified Calls
  • Qualified Leads
  • Total Calls
Forms:
  • First Time Submissions
  • Form Leads
  • Submissions

How to get started:

  1. Go to the integrations section in My Reports.
  2. Select CallRail and click "Connect."

Integrations in My Reports image 7

  1. Follow the prompts to log in and authorize the integration.
  2. Customize your reporting dashboards to include CallRail data.

Whether you're monitoring leads or optimizing campaigns, CallRail integration ensures you have all the data you need at your fingertips. Start using CallRail in My Reports today and make your reporting smarter and more efficient.

 

Single metrics:

CALLS

  • Answered Calls
  • Missed Calls
  • New Calls
  • Total Calls

Metrics in Table:

CALLS

  • Date
  • Source

Single metrics:

  • Chats
  • Emails
  • Events
  • Lead Score
  • Not Quotable Leads
  • Pending Leads
  • Phone Calls
  • Quotable Leads
  • Quote Value
  • Sales Value
  • Text Messages
  • Total Leads
  • Transactions
  • Web Form

Metrics in Table:

  • Account ID
  • Lead Campaign
  • Lead Content
  • Lead ID
  • Lead Keyword
  • Lead Medium
  • Lead Source
  • Lead State
  • Lead Status
  • Lead Type
  • Profile
  • Profile ID
  • Quotable
  • Spotted Keywords

Social Media 

Single metrics:

  • Engaged Followers
  • Followers
  • Follows
  • Page Impressions
  • Page Impressions Paid
  • Page Likes
  • Page Visits
  • Post Engagements
  • Post Impressions
  • Post Impressions Paid
  • Unfollows
  • Video Views
  • Video Views Organic
  • Video Views Paid

Metrics in Table:

PAGES

  • City
  • Country
  • Language

POSTS

  • Posts

Metrics in groups:

  • Page Overview
  • Audience Insights
  • Posts

Single metrics:

 

INSIGHTS

  • Email Clicks
  • Follows
  • Get Directions Clicks
  • Impressions
  • Phone Call Clicks
  • Profile Visits
  • Text Message Clicks
  • Website Clicks

INTERACTION

  • Comments
  • Interactions
  • Likes
  • People Engaged
  • Profile Link Clicks
  • Reach
  • Shares

Metrics in Table:

 

INTERACTION

  • Contact Button Type
  • Content Type
  • Follow Type

MEDIA

  • Message

DEMOGRAPHIC

  • Age
  • City
  • Country
  • Gender

Single metrics:

  • Action Clicks
  • Clicks
  • Comments
  • CPC
  • CPL
  • CPM
  • CTR
  • Engagements
  • Impressions
  • Leads
  • Likes
  • Opens
  • Reactions
  • Sends
  • Shares
  • Spent
  • Viral Video Views

Metrics in Table:

  • Ad
  • Ad Account
  • Ad Account Name
  • Ad Group
  • Ad ID
  • Ad Network
  • Campaign
  • Campaign ID
  • Company
  • Company ID
  • Country
  • Date

Single metrics:

LINKEDIN COMPANY ORGANIC

  • Organic Clicks
  • Organic Comments
  • Organic Impressions
  • Organic Likes
  • Organic Reposts

LINKEDIN COMPANY SPONSORED

  • Follows
  • Paid Clicks
  • Paid Comments
  • Paid Impressions
  • Paid Likes
  • Paid Reactions
  • Paid Reposts

Metrics in Table:

LINKEDIN COMPANY ORGANIC

  • Company
  • Date
  • Post ID
  • Post Subject

LINKEDIN COMPANY SPONSORED

  • Company
  • Country
  • Date
  • Post ID
  • Post Subject

Single metrics:

  • Amount Spent
  • Clicks
  • Conversion Value
  • Conversions
  • Cost per 1,000 People Reached
  • CPC
  • CPM
  • CTR
  • Frequency
  • Impressions
  • Leads
  • Link Clicks
  • Link CTR
  • Meta Leads
  • Page Engagements
  • Page Likes
  • Post Engagements
  • Post Reactions
  • Purchases ROAS
  • Reach
  • Website Leads

Metrics in Table:

  • Ad
  • Ad Campaign
  • Ad Set
  • Age
  • Country
  • Device
  • Gender
  • Placement
  • Publisher Platform

Single metrics:

  • Conversions
  • CPC
  • CPE
  • CPM
  • CTR
  • Earned Engagements
  • Earned Impressions
  • Earned Pin Clicks
  • Earned Save Rate
  • Earned Saves
  • Earned Video Views
  • Engagement Rate
  • Engagements
  • Impressions
  • Paid CTR
  • Paid Engagements
  • Paid Impressions
  • Paid Pin Clicks
  • Paid Save Rate
  • Paid Saves
  • Paid Video Views
  • Pin Clicks
  • Save Rate
  • Saves
  • Spend

Metrics in Table:

  • Ad
  • Ad Campaign
  • Ad Campaign ID
  • Ad Group
  • Ad Group ID
  • Ad ID
  • Country
  • Date

Single metrics:

  • 2-sec Video Views
  • Amount Spent
  • Click Rate
  • Clicks
  • Cost per 2-sec View
  • Cost per Purchase
  • Cost per Rate Submitted
  • Cost per Video Completion
  • eCPC
  • eCPM
  • Impressions
  • Purchases
  • Rates Submitted
  • Video Completions

Metrics in Table:

  • Ad
  • Ad ID
  • Ad Set
  • Ad Set ID
  • Campaign
  • Campaign ID
  • Country
  • Date

Single metrics:

TIKTOK ADS

  • Clicks
  • Conversion Rate
  • Conversions
  • Cost
  • Cost Per Result
  • CPA
  • CPC
  • CPM
  • CTR
  • Full views
  • Impressions
  • Paid Comments
  • Paid Followers
  • Paid Likes
  • Paid Shares
  • Result
  • Result Rate
  • Video Views

TIKTOK ADS BY AGE AND GENDER

  • 50% Views
  • Clicks
  • Conversion Rate
  • Conversions
  • Cost
  • Cost Per Result
  • CPA
  • CPC
  • CPM
  • CTR
  • Full views
  • Impressions
  • Paid Comments
  • Paid Followers
  • Paid Likes
  • Paid Shares
  • Result
  • Result Rate
  • Video Views

Metrics in Table:

TIKTOK ADS

  • Ad
  • Ad Campaign
  • Ad Campaign ID
  • Ad Group
  • Ad Group ID
  • Ad ID
  • Country
  • Date

TIKTOK ADS BY AGE AND GENDER

  • Ad
  • Ad Campaign
  • Ad Campaign ID
  • Ad Group
  • Ad Group ID
  • Ad ID
  • Age
  • Date
  • Gender   

Single metrics:

  • App Clicks
  • Click Rate
  • Clicks
  • Cost per Follow
  • Cost per Lead
  • Cost per Link Click
  • CPC
  • CPE
  • CPM
  • Engagement Rate
  • Engagements
  • Follow Rate
  • Follows
  • Impressions
  • Lead Rate
  • Leads
  • Likes
  • Link Click Rate
  • Link Clicks
  • Replies
  • Retweets
  • Spend

Metrics in Table:

  • Ad group
  • Ad group ID
  • Ad network
  • Campaign
  • Campaign ID
  • Tweet
  • Tweet ID

Email 

Single metrics:

  • Abuse Reports
  • Clicks
  • Ecommerce Total Orders
  • Ecommerce Total Revenue
  • Ecommerce Total Spent
  • Emails Sent
  • Facebook Likes
  • Facebook Recipient Likes
  • Forwards Count
  • Forwards Opens
  • Open Rate
  • Opens Total
  • Recipient Count
  • Unsubscribed

Metrics in Tables:

  • Campaign Type
  • Currency
  • Date
  • Email Campaign
  • Email Campaign ID
  • Industry Type
  • List
  • List ID
  • List is Active

Single metrics:

  • Bounced Emails
  • Campaigns
  • Clicks
  • Opens
  • Received Emails
  • Unsubscribed

Metrics in Table:

  • Campaign ID
  • Campaign Name
  • Campaign Status
  • Campaign Type
  • Date

E-commerce 

Single metrics:

AMAZON BRAND ADS SEARCH TERM

  • Campaign Budget Amount
  • Clicks
  • Cost
  • Impressions
  • Sales
  • Sales Clicks
  • Video 5 Complete Views
  • Video 5 Second View Rate
  • Video 5 Second Views
  • Video First Quartile Views
  • Video Midpoint Views
  • Video Third Quartile Views
  • Video Unmutes
  • Viewable Impressions

AMAZON BRAND ADS

  • Adds to Cart
  • AdNetwork Installs
  • All Conversions
  • Clicks
  • Conversions
  • Impressions
  • Link Clicks
  • Purchases
  • Spend

Metrics in Table:

AMAZON BRAND ADS SEARCH TERM

  • Ad Campaign
  • Ad Campaign ID
  • Ad Group
  • Ad Group ID
  • Campaign Budget Type
  • Campaign Status
  • Date
  • Keyword Bid
  • Keyword ID
  • Keyword Status
  • Keyword Text
  • Match Type
  • Search Term

AMAZON BRAND ADS

  • Ad
  • Ad Campaign
  • Ad Campaign ID
  • Ad Group
  • Ad Group ID
  • Ad ID
  • Country
  • Date

Single metrics:

  • Adds to Cart
  • AdNetwork Installs
  • All Conversions
  • Clicks
  • Conversions
  • CTR
  • Impressions
  • Link Clicks
  • Purchases
  • Spend

Metrics in Table:

  • Ad
  • Ad Campaign
  • Ad Campaign ID
  • Ad Group
  • Ad Group ID
  • Ad ID
  • Country
  • Date

Single metrics:

  • Clicks
  • CPC
  • CTR
  • Impressions
  • Purchases
  • Spend

Metrics in Table:

  • Ad Campaign
  • Ad Campaign ID
  • Ad Group
  • Ad Group ID
  • Ad ID
  • Country
  • Date

Single metrics:

ORDER STATS

  • Discounts
  • Handling Charges
  • Handling Charges (excl.tax)
  • Orders
  • Refunds
  • Shipping Charges
  • Shipping Charges (excl.tax)
  • Subtotal Sales
  • Subtotal Sales (excl.tax)
  • Total Sales
  • Total Sales (excl.tax)
  • Wrapping Charges
  • Wrapping Charges (excl.tax)

Metrics in Table:

ORDER STATS

  • Date

Single metrics:

ORDERS

  • Discounts
  • Duties
  • Fees
  • Giftcard Sales
  • Gross Sales
  • Returns
  • Shipping
  • Shipping (Tax Incl.)
  • Shipping Taxes
  • Taxes
  • Total Sales

PRODUCTS

  • Products Sold

TOTALS

  • Discounts
  • Duties
  • Fees
  • Fulfilled Orders
  • Giftcard Sales
  • Gross Sales
  • Net Orders
  • Refund Amount
  • Refunded Orders
  • Return Amount
  • Returned Orders
  • Shipping
  • Shipping (Tax Incl.)
  • Shipping Taxes
  • Taxes
  • Total Orders
  • Voided Orders

Metrics in Table:

ORDERS

  • Financial Status
  • Fulfillment Status
  • Online Store
  • Order ID
  • Order Name
  • Order Status
  • Returned Status
  • Sales Channel
  • Shop

PRODUCTS

  • Product ID
  • Product Name
  • Product SKU
  • Product Variant
  • Product Vendor

TOTALS

  • Date 

Single metrics:

ORDERS

  • Discounted Orders
  • Discounts
  • Fees
  • Gross Sales
  • Items Sold
  • Net Sales
  • Returns
  • Shipping
  • Shipping (Tax Incl.)
  • Shipping Taxes
  • Taxes
  • Total Sales

PRODUCTS

  • Discounts
  • Gross Sales
  • Items Sold
  • Net Sales
  • Tax

TOTALS

  • Discounts
  • Gross Sales
  • Items Sold
  • Net Sales
  • Returned Orders
  • Shipping
  • Taxes
  • Total Orders

Metrics in Table:

ORDERS

  • Online Store
  • Order Number
  • Order Status

PRODUCTS

  • Order Number
  • Order Status
  • Product ID
  • Product Name
  • Product SKU

TOTALS

  • Date

CRM

Single metrics:

CALLS

  • Calls

COMPANIES

  • Companies
  • Company Contacts
  • Company Deals
  • Company Total Revenue

CONTACTS

  • Contacts

DEALS

  • Closed Amount
  • Closed Lost Amount
  • Closed Won Amount
  • Deal Amount
  • Deals
  • Forecast Amount
  • Lost Deals
  • MRR
  • Total Contract Value
  • Won Deals

LEADS

  • Leads

MEETINGS

  • Meetings

TASKS

  • Tasks

Metrics in Tables:

CALLS

  • Call Direction
  • Call Source
  • Call Status
  • Call Title
  • Created Date

COMPANIES

  • Company Country / Region
  • Company Industry
  • Company Lead Status
  • Company Lifecycle Stage
  • Company Name
  • Company Type

CONTACTS

  • Created Date

DEALS

  • Closed Lost Reason
  • Closed Won Reason
  • Deal Name
  • Deal Priority
  • Deal Stage
  • Deal Type

LEADS

  • Created Date
  • Lead ID
  • Lead Label
  • Lead Type

MEETINGS

  • Created Date
  • Meeting Location Type
  • Meeting Name
  • Meeting Outcome

TASKS

  • Created Date
  • Priority
  • Queue
  • Task Status
  • Task Title
  • Task Type

Single metrics:

ACCOUNTS

  • Annual Revenue
  • Client Accounts

CONTRACTS

  • Contracts

LEADS

  • Leads

OPPORTUNITIES

  • Amount Lost
  • Amount Won
  • Closed Opportunities
  • Expected Revenue
  • Lost Opportunities
  • Opportunities
  • Opportunity Amount
  • Won Opportunities

Metrics in Table:

ACCOUNTS

  • Account ID
  • Industry
  • Rating
  • Source
  • Status
  • Type
  • Year Started

CONTRACTS

  • Contract Number
  • Description
  • Status

LEADS

  • Company
  • Lead ID
  • Lead Source
  • Status

OPPORTUNITIES

  • Currency
  • Date
  • Opportunity ID
  • Opportunity Name
  • Stage

Single metrics:

ACCOUNTS

  • Accounts
  • Annual Revenue
  • CALLS
  • Calls

CONTACTS

  • Contacts

DEALS

  • Deals
  • Deals Lost
  • Deals Won
  • Revenue
  • Revenue Lost
  • Revenue Won

LEADS

  • Annual Revenue
  • Leads

Metrics in Table:

ACCOUNTS

  • Account ID
  • Industry

CALLS

  • Call ID
  • Call Type
  • Subject

CONTACTS

  • Account ID
  • Contact ID

DEALS

  • Deal ID
  • Stage

LEADS

  • Company
  • Country
  • Industry
  • Lead ID
  • Lead Source
  • Lead Status

When working with integrations, you can rely on a search bar to quickly find a widget with the necessary metrics.

Type the name of a metric in the search bar in the Integrations and select the one you need.

Also, Groups are available in the Integrations. With Groups, you can add several widgets with one click, grouped by product task or business area. Widget Groups make the report creation less time-consuming and simplify the flow of creating a report from scratch.

Currently, the groups are available in the Google Analytics v4 integration (Audience Insights, Key Events, Overview, and E-Commerce Overview), Google Search Console integration (Search Performance Overview, Audience Insights, Desktop Search, and Mobile Search), Facebook Pages (Page Overview, Audience Insights, and Posts), and CallRail (Calls Overview and Forms Overview).

An example of Widget Groups for Google Analytics v4 in Integrations.

Edit Widgets

You can edit any widget in the Integrations. To do so, click the pencil button and change the settings in the right-hand menu.

Any setting, widget titles, and periods can be adjusted.

An example of how to work with the settings menu in the Integrations.

 

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