Definitions
ROI
Return on Investment
Bottom of the Google Ads or LSA tabs
When should a client be walked through their reporting dashboard?
30 day check in meeting if not sooner depending on how quickly we got their services up and going for them.
Your client doing socials with us has no data to show on their Meta Ads tab. Why is that?
No Meta ads were ran in the timeframe you are viewing it for (i.e. July 2026 shows 0 data, you ran 0 ads with $0 ad spend in July)
Your client isn't sure what they're spending on Google Ads each month. Where do you take them?
Google Ads tab --> very bottom with the ad spend table/graph
ROAS
Return on Ad Spend
Where can I see all of my client's data together?
The rollup dashboard
If the call tracking tab is blank, what are some initial steps I can first take to troubleshoot this?
Check GHL call tracking tab and make sure it's not blank there --> confirm tracking #s are in fact in place on their different platforms (website, gbp, landing page etc) --> test calling those #s to ensure they go through to the shop
Why are GBP call clicks not always exactly matching GBP phone call counts from GHL?
GBP -- can view and call from a different device
GHL/Call Tracking -- tracing the exact call on that line
Your Tekmetric client wants to see all the leads tied to Organic SEO & GBP last month. Where do you see that?
Go to the ROI tab --> Lead Conversions Table --> click on column label (tracking number)
GA4 Key Events
User action taken on the site page to lead to their vehicle in the shop -- appointment button, clicking to call, etc.
Where can I see revenue tied to first time customers only?
ROI tab --> Lead Conversions Table --> filter by 1st time customers (see total revenue at the bottom right)
Why would some GHL calls not be tracked on the report?
The numbers are newly created and not yet mapped
OR the GHL subaccount name changed so we aren't tying those calls to the right report.
Where can I see how many leads SEO is bringing in?
call tracking tab --> filter by 'tracking number' at the top and select only those numbers within SEO
*if on Tekmetric -- also check lead conversions ROI table
Your client wants to run a promo text for people who own the top 3 vehicle makes the shop services. Where can you find those top 3 and how much money came from them?
Tekmetric tab --> pie chart labeled % orders by vehicle make OR vehicle dropdown at the top of the page, then filter on the vehicle pie chart to adjust what RO's are visible.
A client has an ROI of 39.01 - What does that mean?
For every $1 they spent with us/ads, they got $39 back
Where can I see and compare PPC leads month to month?
Annual Report tab --> all WC calls shown in a 'calls by month' graph
You notice your client's team isn't responding to reviews from their customers on Google. Where can they track that as well?
GBP tab --> GBP reviews section --> "is replied?" dropdown and filter accordingly
How can I see website clicks, call clicks, and direction requests all on the same annual timeline for GBP?
"See optional metrics" -- top right of the graph on the GBP tab
Tekmetric clients --> ROI tab, 14 month graph, check seasonal trends and dips
Non-tekmetric clients --> Call tracking tab, call timeline graph (expand your date range to a full calendar year if possible), check dips in calls from each month
What is Attributed Revenue?
Calls on our LIFT-owned tracking #s tracing to a contact who has a posted RO on Tekmetric in the given time frame we are viewing the report for
Where can I find AI referrals?
The Website tab, under the GA4 section
When would a client's reporting url be different?
When large changes are made to the reporting structure OR when their shop name as it appears on the report changes
How is ROI computed?
Attributed revenue / Total Investment (Ad spend + monthly fee) = ROI
Your clients calls are up this month but ROI is down. What could be happening?
Some potential scenarios:
1. Those calls came at the end of the month so will be appointments and posted RO's for next month (check graph of calls to check if there's a big wave)
2. Those calls came throughout the month but are associated with bigger jobs (take longer, waiting on parts, etc.) so they'll be completed on a later date and are not posted.
3. They sent out mailers with coupons on them with one of our tracking #s but the coupon isn't valid yet.
Moral of the story.... think outside the box. The answer isn't always super simple and sometimes it is. But paint an accurate picture.