In the Header, only the essential elements are displayed:

1. Calendar - here you can select the desired period.
2. Export button - allows exporting data to Excel and CSV formats. It exports tables with inquiries from the website. Currently, it does not include charts.
3. ? - This is the Guide, your assistant. We mentioned it earlier.
4. Purchase button

Sidebar - a functional working menu with blocks:

1. Dashboard
2. Work Space
3. Plugin Settings
4. Support
5. Leadee news

On the main page, the following key data about the inquiries is gathered:

1. Chart displaying the number of inquiries
2. Column with the latest inquiries
3. Goal achievements
4. Quick display of the number of inquiries for Today, Yesterday, and the Week
5. Sources of inquiries
6. "Popular Screen Sizes" widget
7. "OS Clients" widget
8. "Popular Pages" widget

The news widget cannot be disabled. It is a simple and effective way to convey information.

There will be no spam in the widget. Examples of news may include plugin updates or the addition of new features.

Leads is a convenient table containing inquiries.

By default, all possible columns are enabled:

1. Date - when the inquiry was submitted;
2. Form fields - content of the inquiry;
3. Source type - the source of the inquiry;
4. Device type - type of source (mobile phones, PCs);
5. Page - the page from which the inquiry was submitted;
6. Device OS - user's operating system;
7. Form type - Contact Form 7 (CF7), WPForms, Ninja Forms;
8. Form - the name of the contact form;
9. Source - the referral source;
10. First visit params - parameters of the first visit;
11. Browser - user's browser;
12. Screen - user's screen size.

The columns can be customized in the "Leads table settings" section.

You can disable: Date, Source, First visit Params, and Browser.

In the "Leads table settings" section, you can enable or disable columns by toggling the switches.

Changes are automatically saved.

Important! If you disable all columns, you will see less data in Leads and in the exported tables with inquiries.

In the floating Header, important functional blocks are gathered, allowing you to select a date range (calendar) and export data in .XLS and .CSV formats (Export button).

While on the Leads page, select the desired date range. Then click on "Export" and choose the file format that is convenient for you.

We have disabled the deletion of inquiries in the table. Why? It often happens that website owners can accidentally or intentionally delete the wrong rows, and it becomes impossible to recover them.

There is nothing to worry about if you leave a test inquiry, as you will still be able to see it in the overall list.

Leadee categorizes traffic into several types:

1. Search engines - inquiries submitted by customers who came from search engines.
2. Advertising systems - inquiries submitted by customers who came from advertising campaigns.
3. Social networks - inquiries submitted by customers who came from social media platforms.
4. Referral traffic - inquiries submitted by customers who came from other websites.
5. Direct traffic - inquiries submitted by customers who directly entered the website's address.

Important! To ensure proper functioning of Advertising systems and Social networks, it is necessary to tag them with UTM parameters.

For example, let's say you have an account on Facebook, Mastodon, or any other social media platform. You have placed an advertisement in a group or post. If you share a direct link without UTM parameters, the traffic will be attributed as coming from the social media platform, making it difficult for you to measure the effectiveness of your ad.

To avoid this, please use UTM parameters.

How and where can you create them? Please read this article: Collect campaign data with custom URLs

These data will be stored and displayed in the First visit params section.

On the Goals page, you can see the data about your monthly goals.

"What are these goals?"

For any business to thrive, it is important to understand how many customers need to be acquired within a specific interval, such as a month.

The same data is also displayed in the Dashboard in a dedicated widget.

On the Goals settings page, all the contact forms that Leadee has detected are displayed in a table on the left.

Why is this important?

Let's imagine that you offer services on all pages of your website except for the "Become a Partner" section and "Contact Form 1". In this case, you use these specific forms to collect commercial proposals.

To exclude inquiries from the "Contact Form 1" and focus only on other forms, simply uncheck the checkbox next to it and click the save button.

That's it! The changes will be applied.

To determine the number of customers, inquiries, and the cost of goals, we recommend using Decomposition.

Let's assume that you need to earn $1000 per month, and the profit from one customer is approximately $100.

The required number of customers: $1000 / $100 = 10 customers.

Out of 20 inquiries received from the website, only 1 becomes a customer.

Calculating the number of inquiries: 20 inquiries * 10 customers = 200 inquiries.

Calculating the cost per inquiry: $1000 / 200 inquiries = $5.

In summary: To earn $1000, you need to attract around 200 inquiries, where each inquiry is valued at approximately $5 per inquiry.

PS: For a more accurate calculation, we recommend reading articles on topics such as "sales funnel" and models like "ROMI" (Return on Marketing Investment).

Leadee does not overwrite data. Once you set a new lead price, all subsequent leads will have the new cost.

When you activate the plugin, it initially scans all your existing forms and activates itself to start capturing inquiries. By default, it sets the cost for each form as $1. We kindly ask you to take this into account and adjust the goal price if needed.

After activation, any newly added forms will not be automatically included, and your involvement is required.

To enable an added form for Leadee to capture inquiries from it, you need to go to the "Goals settings" section. You should see the form you created with one of the three plugins (CF7, Ninja Forms, or WPForms). Then, check the activation box next to the form, set the desired cost, and click the save button.

If you don't see any forms on the "Goals settings" page, there might be two reasons:

1. You don't have any form plugins installed (CF7, Ninja Forms, or WPForms).
2. If you have a form plugin installed, it's possible that you haven't created any forms within the plugin.

Please ensure that you have the necessary form plugin installed and create a form. Once you create a new form, simply refresh the "Goals settings" page, and Leadee will detect the form, and you will see your contact form listed.

Then, just specify the goal amount for the respective form, check the activation box, and click the save button to activate the form.

Leadee has the capability to identify key user characteristics by utilizing browser data. It can gather information such as the user's browser type, operating system, screen size, and other relevant details.

Additionally, Leadee relies on the use of Cookies to ensure its proper functionality. 

Automatic spam systems.

They do not rely on phones or PCs. The spam is distributed through code.