Objective:
To generate a report in Cometly that displays leads and purchases by source daily over the last 30 days for analysis.
Key Steps:
Navigate to the report builder in Cometly.
Name the report as "Leads by Source Daily" and set the date range to the last 30 days.
Select a column report format.
Add the metric "lead" to display leads.
Choose to select all sources or specific sources.
Set your desired attribution model.
Change the first 'group by' option from 'time' to 'sources.'
Add a second 'group by' option and select 'time.'
Go to 'Options' and stack the columns for better visualization.
Analyze the data by hovering over each day to view detailed results.
Add the report to the dashboard for easy access.
Cautionary Notes:
Ensure to select the correct metrics (leads or purchases) for the report.
Double-check the grouping settings to display the data accurately.
Verify the date range to reflect the desired timeframe.
Tips for Efficiency:
Utilize the data label tooltip for detailed insights.
Edit the report to switch between leads and purchases easily.
Rename the report accordingly to avoid confusion.
Customize the report layout on the dashboard for better visibility.