Case study · Lead analytics

Daily lead reports that build themselves

Every morning the online academy's marketer opened the CRM and spent half an hour counting leads: pipeline after pipeline, filter after filter, across all 8 courses. Now the report updates itself, and that half hour a day goes to ads and strategy.

NetHunt CRMMakeGoogle SheetsCustom scriptClaude AI

Before, daily30–35 min

Now0 min

130+ ha year back for the marketer

11–13 hsaved every month

453 leadsa week sorted automatically

8 × 17courses × lead sources

The challenge

Half an hour a day of manual counting

Every day the marketer went through each course pipeline in the CRM, filtered the day's leads and counted how many came from each source. Course after course. The client came with a clear request: remove this manual work.

Before: by hand, every day

Open one course's pipeline in the CRM
Filter leads for the day
Use the source filter to count leads from each source
Write the numbers into the report
Repeat for all 8 courses and compare with the plan

Now

0 minLeads land in the table automatically, the source is assigned automatically, and the daily and weekly report updates itself.

How it works

From a new CRM deal to a finished report

01A Make scenario for each of the 8 courses: once a day it pulls new leads from the CRM and writes them to the table with date, source, course and tags.
02Every lead is automatically assigned one of 17 sources: Meta and TikTok lead forms and website, Telegram bots, Instagram, email, Google, organic, LinkedIn, live webinars and auto-webinars.
03Leads without tags are shown on a separate row, so none get lost.
04Every Monday morning the script creates a new week: a block for each day plus a weekly total with plan and % completed.
05The report updates itself every day: new leads appear in their day's block. Past weeks stay below for comparison.

What it gave the business

Decisions every day, not at the end of the month

Marketer30–35 minutes a day now go to more important work

Managementsees every day which sources bring leads and how the plan is going

Ads teamgets a daily brief: how many leads are still needed and for which courses

Screenshots

What it looks like in practice

Click any image to enlarge it. Personal data and the client's name are hidden. Screens are in Ukrainian.

Leads arrive in the table, source assigned automatically

One day's block: courses × sources, plan and % done

A full week: 7 days plus total, each week below the previous one

A fragment of the script that builds the report

Results

What changed

30–35 minutes a day → 0. The report builds itself.
11–13 hours a month and 130+ hours a year back for the marketer.
453 leads a week automatically sorted by 8 courses and 17 sources.
The ads team gets a daily brief on how many leads are needed, and management can control and adjust the ad budget in time.
Leads without tags no longer get lost.

For your business

Still counting leads by hand?

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