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Real report examples.

Your business should not have to adapt to a template report. The report should be built around your business. For each company, we build reports and views around its goals, sales funnel, systems, and decision-making needs.

The data in these examples is fictional and is used only to demonstrate the visual design and logic of the reports.

Real report example

Insurance channels - where advertising delivers real results

Here, ad spend, enquiries, calls, completed sales, margin, and ROMI are shown in a single row. A channel is therefore assessed not by clicks or a cheap lead, but by the money it ultimately brings to the business. The report immediately shows which sources to scale, review, or cut.

Channels and partner platforms Showing 6 of 6 rows View in the live demo
Business question

Which advertising channels actually generate profit?

What the report shows

Spend, enquiries, calls, issued policies, margin, and ROMI by source.

Decision this report supports

Scale profitable sources, review weak ones, and stop the ones that burn budget.

Source categoryPlatform / sourceChannelClicksAd spend, UAHEnquiriesCallsCompleted salesMargin, UAHProfit after ad spend, UAHROMI, %
Banking partnerPrivatBank / Privat24Banking partner7 544191 769 UAH30219670133 959 UAH-57 810 UAH-30.15%
Marketplace / aggregatorhotline.financeInsurance marketplace7 008158 795 UAH27718166103 357 UAH-55 438 UAH-34.91%
Marketplace / aggregatorpolis.uaOnline policy platform7 854218 332 UAH30520370110 612 UAH-107 720 UAH-49.34%
Partner channelAgency networkAgents6 1080 UAH2671865782 168 UAH82 168 UAHN/A
Paid advertisingGoogle AdsPaid advertising6 516111 102 UAH28616975114 889 UAH3 787 UAH3.41%
Direct channelDirect renewalsCRM / direct5 5900 UAH28117979112 046 UAH112 046 UAHN/A
Real report example

One customer journey - from the first click to payment

Aggregate metrics show a channel’s performance. This report answers a different question: it traces a specific enquiry and shows exactly where money was made or lost. It links the advertising source, campaign, enquiry, call, manager, deal, payment, and final financial outcome into a single customer journey.

Customer journeys Showing 3 of 3 rows
Business question

What happened to a specific customer - and where was money made or lost?

What the report shows

Advertising source, campaign, enquiry, call, manager, outcome, revenue, and margin for a single customer journey.

Decision this report supports

Find lost enquiries, strengthen effective sales workflows, and fix the stage where money is lost.

SourceCampaignEnquiryCall statusManagerOutcomeRevenue, UAHEnquiry margin, UAH
Google AdsMTPL insurance - KyivWebsite enquiryAnsweredIvanenko A.Policy issued4 850 UAH1 120 UAH
Meta AdsCASCO insuranceForm submissionMissed-Lost0 UAH0 UAH
Google AdsGreen CardCallAnsweredPetrenko O.Policy issued6 700 UAH1 540 UAH
Real report example

Products and policies - where a lead becomes a real sale

This view separates potential from outcome: by product and source, it tracks the path from an enquiry to an issued policy and the revenue it generates.

Products and issued policies Showing 30 of 150 rows View in the live demo
Business question

Which products and sources turn leads into real sales?

What the report shows

Funnel stages, enquiries, issued policies, revenue, and gross margin by product and source.

Decision this report supports

Strengthen products and sources that lead to issued policies, not those that merely generate leads.

ProductPlatform / sourceFunnel stageEnquiriesCompleted salesRevenue, UAHGross margin, UAHConversion, %
Green CardGoogle AdsEnquiry created000 UAH0 UAHN/A
Green CardGoogle AdsClick, no call000 UAH0 UAHN/A
Green CardGoogle AdsPotential lead2400 UAH0 UAH0.00%
Green CardGoogle AdsQualified lead1717114 093 UAH23 959 UAH100.00%
Green CardGoogle AdsActive customer900 UAH0 UAH0.00%
Green Cardhotline.financeEnquiry created000 UAH0 UAHN/A
Green Cardhotline.financeClick, no call000 UAH0 UAHN/A
Green Cardhotline.financeActive customer2400 UAH0 UAH0.00%
Green Cardhotline.financePotential lead1800 UAH0 UAH0.00%
Green Cardhotline.financeQualified lead121290 035 UAH18 907 UAH100.00%
Green Cardpolis.uaEnquiry created000 UAH0 UAHN/A
Green Cardpolis.uaClick, no call000 UAH0 UAHN/A
Green Cardpolis.uaPotential lead2500 UAH0 UAH0.00%
Green Cardpolis.uaActive customer2200 UAH0 UAH0.00%
Green Cardpolis.uaQualified lead111177 765 UAH16 331 UAH100.00%
Green CardAgency networkQualified lead141485 385 UAH17 931 UAH100.00%
Green CardAgency networkActive customer1300 UAH0 UAH0.00%
Green CardAgency networkPotential lead1600 UAH0 UAH0.00%
Green CardAgency networkEnquiry created000 UAH0 UAHN/A
Green CardAgency networkClick, no call000 UAH0 UAHN/A
Green CardPrivatBank / Privat24Enquiry created000 UAH0 UAHN/A
Green CardPrivatBank / Privat24Click, no call000 UAH0 UAHN/A
Green CardPrivatBank / Privat24Potential lead3700 UAH0 UAH0.00%
Green CardPrivatBank / Privat24Active customer1800 UAH0 UAH0.00%
Green CardPrivatBank / Privat24Qualified lead1919123 119 UAH25 855 UAH100.00%
Green CardDirect renewalsPotential lead2300 UAH0 UAH0.00%
Green CardDirect renewalsQualified lead161689 736 UAH18 845 UAH100.00%
Green CardDirect renewalsActive customer1800 UAH0 UAH0.00%
Green CardDirect renewalsEnquiry created000 UAH0 UAHN/A
Green CardDirect renewalsClick, no call000 UAH0 UAHN/A
Real report example

VipHotel - booking, revenue, and ROMI trends

An example from another business: one report shows how spend, enquiries, calls, bookings, and ROMI change by month.

Booking and revenue trends Showing 7 of 7 rows View in the live demo
Business question

When are we making money, and how is ROMI changing?

What the report shows

Spend, enquiries, calls, completed bookings, margin, and ROMI by month.

Decision this report supports

Understand seasonality, invest more during profitable periods, and review weaker months.

MonthClicksAd spend, UAHEnquiriesCallsCompleted bookingsMargin, UAHProfit after ad spend, UAHROMI, %
2026-023 27034 098 UAH1409349325 895 UAH291 797 UAH855.75%
2026-037 85281 311 UAH331198100850 813 UAH769 502 UAH946.36%
2026-047 44278 689 UAH32219983670 664 UAH591 975 UAH752.30%
2026-057 80081 311 UAH308190100774 791 UAH693 480 UAH852.87%
2026-067 51078 689 UAH32821492703 899 UAH625 211 UAH794.54%
2026-077 74681 311 UAH33522291732 779 UAH651 468 UAH801.20%
2026-084 43044 590 UAH19112456484 115 UAH439 525 UAH985.70%
Real report example

VipHotel - booking channels

Hotels, insurers, and service businesses differ in what they sell, not in how money flows: source, spend, enquiry, call, completed booking, and outcome remain in one chain.

Booking channels Showing 7 of 7 rows View in the live demo
Business question

Which sources actually bring profitable bookings?

What the report shows

Ad spend, enquiries, calls, completed bookings, and margin by channel.

Decision this report supports

See not only booking volume but also the financial result of each source - which channels to scale and which to review.

Source categoryPlatform / sourceChannelClicksAd spend, UAHEnquiriesCallsCompleted bookingsMargin, UAHProfit after ad spend, UAHROMI, %
Marketplace / aggregatorBooking.comOTA platform7 6280 UAH293167101763 221 UAH763 221 UAHN/A
Partner channelCorporate guestsPartners5 7560 UAH25817079659 017 UAH659 017 UAHN/A
Paid advertisingGoogle Hotel AdsSearch advertising7 880229 559 UAH30719683645 235 UAH415 677 UAH181.08%
Paid advertisingGoogle SearchSearch advertising6 858150 768 UAH28817881656 978 UAH506 210 UAH335.75%
Paid advertisingMeta AdsSocial networks6 39499 673 UAH27718871567 868 UAH468 195 UAH469.73%
Direct channelReturning guestsCRM / retention5 4000 UAH26616880609 007 UAH609 007 UAHN/A
Direct channelDirect websiteDirect6 1340 UAH26617376641 629 UAH641 629 UAHN/A
Real report example

VipHotel - campaigns, ad groups, and keywords

Campaign-level detail shows where to increase budget and where budget is being wasted before it becomes a month-end problem.

Acquisition campaigns Showing 30 of 210 rows View in the live demo
Business question

Which specific ads generate profit?

What the report shows

Campaigns, ad groups, keywords, bookings, and margin.

Decision this report supports

Scale campaigns that work and pause keyword and ad-group combinations that produce no financial return.

CampaignAd groupKeywordClicksAd spend, UAHEnquiriesCallsCompleted bookingsMargin, UAHProfit after ad spend, UAHROMI, %
VIP_HOTEL_BOOKING_COM_2026Deluxe - average booking / All of Ukrainedeluxe - average booking booking.com780 UAH4200 UAH0 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Deluxe - average booking / Dniprodeluxe - average booking booking.com2000 UAH64211 320 UAH11 320 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Deluxe - average booking / Kyivdeluxe - average booking booking.com2480 UAH10628 687 UAH8 687 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Deluxe - average booking / Lvivdeluxe - average booking booking.com4320 UAH189525 672 UAH25 672 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Deluxe - average booking / International guestsdeluxe - average booking booking.com3200 UAH12714 923 UAH4 923 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Deluxe - average booking / Odesadeluxe - average booking booking.com2720 UAH95528 939 UAH28 939 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Family room - average booking / All of Ukrainefamily room - average booking booking.com2920 UAH86320 074 UAH20 074 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Family room - average booking / Dniprofamily room - average booking booking.com2970 UAH83317 287 UAH17 287 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Family room - average booking / Kyivfamily room - average booking booking.com3020 UAH127319 907 UAH19 907 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Family room - average booking / Lvivfamily room - average booking booking.com1940 UAH94215 122 UAH15 122 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Family room - average booking / International guestsfamily room - average booking booking.com2010 UAH86216 187 UAH16 187 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Family room - average booking / Odesafamily room - average booking booking.com2400 UAH83534 740 UAH34 740 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Standard - average booking / All of Ukrainestandard - average booking booking.com1860 UAH5326 522 UAH6 522 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Standard - average booking / Dniprostandard - average booking booking.com2140 UAH7439 761 UAH9 761 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Standard - average booking / Kyivstandard - average booking booking.com2360 UAH9625 559 UAH5 559 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Standard - average booking / Lvivstandard - average booking booking.com1100 UAH4225 080 UAH5 080 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Standard - average booking / International guestsstandard - average booking booking.com3890 UAH1912927 877 UAH27 877 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Standard - average booking / Odesastandard - average booking booking.com2120 UAH85617 660 UAH17 660 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Suite - average booking / All of Ukrainesuite - average booking booking.com2320 UAH115331 358 UAH31 358 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Suite - average booking / Dniprosuite - average booking booking.com2920 UAH138548 436 UAH48 436 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Suite - average booking / Kyivsuite - average booking booking.com1240 UAH62220 274 UAH20 274 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Suite - average booking / Lvivsuite - average booking booking.com2270 UAH86217 898 UAH17 898 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Suite - average booking / International guestssuite - average booking booking.com2890 UAH158327 923 UAH27 923 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Suite - average booking / Odesasuite - average booking booking.com3120 UAH128324 886 UAH24 886 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Conference package / All of Ukraineconference package booking.com4400 UAH119450 443 UAH50 443 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Conference package / Dniproconference package booking.com2710 UAH115558 029 UAH58 029 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Conference package / Kyivconference package booking.com4800 UAH23910120 535 UAH120 535 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Conference package / Lvivconference package booking.com1900 UAH75332 372 UAH32 372 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Conference package / International guestsconference package booking.com1580 UAH64230 794 UAH30 794 UAHN/A
VIP_HOTEL_BOOKING_COM_2026Conference package / Odesaconference package booking.com1900 UAH64224 957 UAH24 957 UAHN/A

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The demo data is fictional and contains no data about real companies or people.