Incoming call leads
Inbound calls become call leads for the reporting period. Calls made out by the business are excluded, keeping the measure focused on incoming contact rather than outbound sales activity.
CallTrackingMetrics + Monthwrap
Leads & sales reporting
Make the calls part of a more useful client conversation.
Report CallTrackingMetrics inbound inquiries in Monthwrap with caller context, answer notes and the agency work behind the month.
AvailableAPI key and secret
Inside the monthly reportSample data
Alder Dental · fictional example
The inquiries behind the month
Inbound calls92The four sample weeks combined
Answered81Reviewed sample records
Missed11A handling question to follow up
A view of the client’s businessSales context
01October 1–720 calls
02October 8–1424 calls
03October 15–2118 calls
04October 22–3130 calls
Call volume measures incoming contact. Appointment attendance and treatment value need their own records.
CallTrackingMetrics, at a glance.
- Connect with
- API key and secretUse credentials for the client account or an agency account that can see it.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Request an earlier month in Sources. Coverage follows the platform’s available history and your account access.
- In your report
- Inbound call leads.
Built around your client’s questions
A call count is the beginning of the discussion.
For agencies managing call-driven campaigns across client accounts or locations.
For a dental practice, home-service business or appointment-led client, calls often matter more than website clicks. But the same call total can hide very different months: a team answering well, a busy reception missing inquiries or a campaign attracting the wrong questions. Bring the CallTrackingMetrics records into the review so the agency can describe what was observed.
Monthwrap reads inbound calls from the selected account and carries available caller details, source and handling notes into the lead view. Pair those records with the campaign changes completed by your team, then agree what should happen next. Keep customer qualification and confirmed appointments separate from raw incoming contact.
Choose the numbers that matter
What CallTrackingMetrics
brings to the report.
Inbound call leads. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Answered and missed context
The imported note describes the call as answered or missed using the available status and duration. This gives the agency a starting point for reviewing call handling with the client.
Caller and timing details
Available name, phone number and call time travel with the lead record. They help you review individual inquiries, but do not make every call a new person or a qualified opportunity.
Source and duration notes
Where available, the note includes the recorded source and conversation length. Use those details as context rather than treating call duration as an automatic quality score or purchase signal.
For your next client report
Review reception capacity
When demand rises but confirmed appointments do not, review call records and discuss handling with the client. Describe the agreed action in the report without diagnosing quality from the call count alone.
Arrange the report in your own layoutRead it from the client’s side
See the complete
local growth report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From CallTrackingMetrics
to the right client.
Use credentials for the client account or an agency account that can see it.
Connection methodAPI key and secretAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Use the account’s API credentials
Enter the authorized CallTrackingMetrics API key and secret. The credential must reach the client account; an agency key can be used where it has the required access.
- 02
Choose the account to report
Select the matching client account from the available accounts. Check the business name carefully when similar locations or brands are managed under the same agency.
- 03
Check a known incoming call
Compare a recent call’s date and handling note with CallTrackingMetrics. Review the reporting period, then place the lead measure and your written interpretation in the client’s report.
Know what each
number means.
No recording analysis is implied
The connector imports lead records and available call context. Recording playback, transcripts and automated conversation scoring are not part of the reporting promise on this page.
Qualification needs a review
A call can be a repeat customer, a wrong number or a genuine prospect. Use the client’s agreed review process before labelling the total as qualified leads or new booked appointments.
Before you connect
A few useful
answers.
Are outbound calls included?
No. This source reads incoming calls. If outbound follow-up is part of the agency engagement, describe that activity separately in the report’s work section.
Can an agency key see client accounts?
It can show the accounts available to the key. Connect the account that belongs to the selected Monthwrap client rather than combining unrelated accounts into one reporting source.
Does a long call count as a qualified lead?
Not automatically. Duration is context in the call note. Qualification and booked outcomes depend on the conversation and the client’s process, not on length alone.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
Start free trial14-day free trial. No card needed.