What a Monthly Lead Report Should Include
The fields every home service partner should expect in a monthly lead report: calls, forms, sources, cities, recordings, and status.
Marketing reports fail when they celebrate impressions and hide the phone. For local service businesses, the report that matters is the one that proves opportunities: calls, forms, cities, sources, and status notes.
Here is what a clear monthly lead report should include if you are evaluating an exclusive partner relationship.
Core fields
Every row should show date, type (call or form), service requested, city, source or page, and status. Call rows should also make recordings available when possible.
Status does not need to be complicated. Qualified, voicemail, not a fit, and new are enough to start. The point is to separate real opportunities from noise.
Summary totals that matter
At the top of the report, show total calls, form submissions, and qualified leads. Those three numbers give you a quick read before you dive into the detail.
Optional booked-job feedback is valuable once your team can share which leads turned into work. That loop helps refine targeting over time.
How to use the report
Review missed calls and voicemails first. Many “lead quality” complaints are actually speed-to-lead problems.
Then look at city and source patterns. If one landing page is producing better jobs, that is a signal worth acting on next month.