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LeadJourney

Tracking percentage 88%Lena VogtMeridian Group

Dashboards: Report Builder

Hey Lena!

Build your own reports

Choose how you want to start building your report.

Add To Dashboard

104 templates

Browse Existing Templates

A finished report in seconds. Pick a ready-made template and add it to your dashboard with one click.

86 report and 18 dashboard templates
Ready to use in seconds, no configuration needed
Curated for Meta, Google, LinkedIn, Bing, Email and Organic

Open template library

AI-assisted

Build Your Own Report

100% custom, full control over every detail, with Atlas AI to get you there faster.

Every metric, channel, filter and grouping, 100% custom
Atlas AI configures the report from one sentence
Live preview while you build

Start building

Popular templates:Leads by Traffic SourceMeta Ads Leads & CPL TrendGoogle Ads Campaign PerformanceOrganic Search Leads TrendEmail Leads by Campaign

Build with Atlas AI

Describe the report you want and Atlas will configure it for you.

e.g. Show me leads from Meta Ads in the last 30 days, grouped by campaign

Try:Leads from Meta Ads in the last 30 days, grouped by campaignCost per Lead by traffic channel this monthTop 10 ad groups by Won Clients this quarterCompare CPL and ROAS week over week

2. Choose date range

3. Choose metrics

Metrics

7 on this report, 47 available

Cost

Total Leads

Cost per Lead (CPL)

Won Clients

Customer Acquisition Cost

Total Revenue

Return on Ad Spend

Everything you could add

General

CostClicks (Links)ImpressionsReachFrequencyAds Conversions

Lead Generation

Total LeadsLeads (New)Leads (Existing)Lead Conversion Rate (CR)Cost per Lead (CPL)Landingpage Clicks

Revenue

Total RevenueOpen Pipeline RevenueCash CollectedAverage Order ValueRevenue per LeadReturn on Ad Spend

Profit

ProfitProfit per LeadProfit on Ad SpendReturn on InvestmentCustomer Acquisition Cost

Offline Conversions

Won ClientsWon Clients RevenueCost per ActionConversion Rate

How this report resolves

Group by: Traffic Channel
Attribution: First Click
Attribution window: 90 days
Date mode: Click date
Compare: Previous 30 days

Email it every Monday at 07:00

4 recipients · PDF and CSV

Share as a live link

Read only · no login · expires in 30 days

Off

Ask Atlas: Chat

Atlas StandardHistory

Which campaign should I cut this week, and what does it cost me?

Display - Retargeting. It spent €800 for 5 leads and no won client in the last 30 days. On last click it reads 14.50 ROAS, which is why it looks like your best campaign in Google Ads. On first click it reads 0.00: it never found a lead, it was only the last ad the lead saw before signing.

Move the €800 into Search - Freight Forwarding EU. That campaign found 96 leads at €75.42 and closed 15 of them for €47,200, so the same spend there is worth about €5,200 in signed revenue.

Ad Campaign Report · Google Ads · 1 to 30 Aug 2026 · First click and last click, same period

Which Meta Ads campaigns are performing best?Where are most of my customers coming from?Top traffic channels in the last 30 daysWhich ad creatives drove the most leads?Show my latest leads with their source

Ask Atlas: Chat History

Hey Lena!

Here's your chat history with Atlas

View and manage your previous conversations with Atlas.

Your chat history

New chat

Today

Shortest sales cycle by channelToday, 09:14Real CAC once won clients are countedToday, 08:02

Yesterday

First click vs last click, Meta AdsYesterday, 16:02

Older

Creative hook rate past 3 seconds3 Sep, 11:20Leads from the EU customs guide2 Sep, 15:41Customer source analysis1 Sep, 10:32

Retention is a workspace setting, not ours: thirty days here, and the transcript is gone after that. Prompts and answers stay in Frankfurt and never train a model.

Ask Atlas: AI Agents

Hey Lena!

Here are your AI agents

Create and manage AI agents to automate your reporting workflows.

Agents

Create an Agent

Agent	Status	Schedule	Last run	Next run
Budget guard	Active	Daily @ 07:00	Sep 7, 07:00 AM	Sep 8, 07:00 AMEurope/Berlin
Lead quality watch	Active	Hourly	Sep 7, 16:00 PM	Sep 7, 17:00 PMEurope/Berlin
Weekly board report	Active	Weekly @ 09:00	Sep 7, 09:00 AM	Sep 14, 09:00 AMEurope/Berlin
Offline conversion sync	Active	Every 15 minutes	Sep 7, 16:45 PM	Sep 7, 17:00 PMEurope/Berlin

No agents with this status.

Ask Atlas: MCP Connection

Hey Lena!

Configure Atlas to your needs

Configure your Atlas AI integrations and preferences.

GoalsModelMCP

Slack Integration

Marketing Goals

Describe your marketing goals, KPIs, and targets so Atlas can give you more relevant and personalized insights.

Grow signed revenue from paid to €400,000 a quarter without raising spend. Freight forwarding and contract logistics first, DACH and Benelux. Keep CPL under €70 and CAC under €400, and judge every campaign on won clients rather than on form fills.

247 / 5000Save Goals

Suggested:

I want to get more leads from my ads without increasing my budgetI need to find which campaigns are wasting money and cut themI want to know which channel brings the clients that actually sign

Model

Pick how hard Atlas thinks. Both models read the same workspace and neither one leaves the EU.

Atlas StandardFast answers on your reports, leads and calls. The default for everyday questions.Included in every planAtlas ProDeeper reasoning across attribution models and longer time ranges. Slower, and worth it on a budget decision.Pro and Enterprise

Model Context Protocol

Connect Claude, Cursor, or any MCP-compatible client to query your LeadJourney workspaces, reports, and leads from inside the app. Access is granted per application with OAuth, and you can revoke any client at any time.

Server URL

All clients connect to this single endpoint.

https://api.leadjourney.io/mcpCopy

Connect from the web

Use the server URL above to add LeadJourney as a custom connector in any browser-based MCP client (Claude.ai, ChatGPT with MCP support).

1In Claude.ai (or any web MCP client) open Settings, Connectors, Add custom connector.
2Paste the MCP server URL above as the connector endpoint.
3When the browser opens the LeadJourney authorize screen, sign in and click Authorize.
4Once authorized, the connector appears under Connected applications here. Revoke it any time.

Connected applications

Claude Desktop

Lena Vogt · since 12 Aug 2026

Connected

Cursor

Lena Vogt · since 28 Aug 2026

Connected

ChatGPT

Not connected

Available

What it can read

get_channel_reportget_campaign_reportget_leadlist_won_clientscompare_attribution

Read only on purpose. An assistant with your report data can answer anything; one that can also write to it can ruin a month of attribution with a wrong guess.

Slack Integration

Ask Atlas from Slack and let your agents post where the team already is. One workspace per LeadJourney workspace.

Meridian Group · #marketing-reporting

Connected by Lena Vogt, 14 Aug 2026

Connected

Ask Atlas in a thread

Mention @atlas and it answers on your own numbers

Agent posts

Budget guard and the weekly board report post here

Who can ask

Answers respect each member's report access

Workspace members

Where the data goes

Model: Atlas Standard

Claude Opus 5, reasoning over your own report data

Atlas Standard

Data scope: Meridian Group workspace

Reports, leads and calls. No other workspace

Meridian Group workspace

Retention: 30 days

Chat history, then deleted

30 days

Region: Frankfurt, Germany

Prompts and answers stay in the EU

Frankfurt, Germany

Training: Off

Your data never trains a model

Off

Reports: Traffic Channel Report

Hey Lena!

Here's every channel side by side

Cost, leads and signed revenue per channel, on the same attribution model.

Ad spend+8.2%

€42,400

4 paid channels

Leads+14.6%

684

481 from paid

Won clients+11.5%

107

15.6% of leads

Revenue+18.9%

€344,700

Signed, not pipeline

17.0818.0819.0820.0821.0822.0823.0824.081225.0826.0827.0828.0829.0830.08

17.0818.0819.0820.0821.08622.0823.0824.0825.0826.0827.0828.0829.0830.08

W27W28W29W30W3149W32

W27W28W29W30W3127W32

MarAprMayJunJul214Aug

MarAprMayJunJul107Aug

202420252,3142026

202420251,1402026

Leads, first click Previous 30 days

Revenue by channel

Google Ads€96,100

LinkedIn Ads€71,800

Meta Ads€52,400

Organic Search€48,600

Direct€27,300

Email€22,400

Traffic channel	Cost	Clicks	CTR	CPC	Leads	CPL	Won clients	CAC	Revenue	ROAS
Google Ads5 campaigns	€18,420	12,480	3.10%	€1.48	214	€86.07	31	€594.19	€96,100	5.22
Meta Ads4 creatives	€11,260	9,840	3.00%	€1.14	168	€67.02	19	€592.63	€52,400	4.65
LinkedIn Ads2 campaigns	€9,540	2,180	1.50%	€4.38	61	€156.39	14	€681.43	€71,800	7.53
Microsoft Ads1 campaign	€3,180	2,420	2.50%	€1.31	38	€83.68	5	€636.00	€14,200	4.47
Organic SearchGoogle, Bing	€0	6,310	-	-	96	-	17	-	€48,600	-
DirectNo referrer	€0	3,120	-	-	44	-	9	-	€27,300	-
Email6 sends	€0	2,480	-	-	41	-	8	-	€22,400	-
Referral14 domains	€0	1,140	-	-	22	-	4	-	€11,900	-
Total	€42,400	39,970	2.63%	€1.58	684	€61.99	107	€396.26	€344,700	8.13

The four earned channels have no cost, so CPL, CAC and ROAS are a dash rather than a zero. Organic search brought 96 leads and €48,600 without a euro of spend, which is the number a platform report cannot show you at all.

Reports: Ad Campaign Report

Hey Lena!

Here are your ad campaigns

The same revenue credited first click and last click. Switch the model and watch the ranking move.

17.0818.0819.0820.0821.0822.0823.0824.081225.0826.0827.0828.0829.0830.08

17.0818.0819.0820.0821.08622.0823.0824.0825.0826.0827.0828.0829.0830.08

W27W28W29W30W3149W32

W27W28W29W30W3127W32

MarAprMayJunJul214Aug

MarAprMayJunJul107Aug

202420252,3142026

202420251,1402026

Revenue and leads

Revenue: €96,100
Ad spend: €18,420
Cash collected: €71,400
ROAS: 5.22
AOV: €3,100
CAC: €594.19
CPL: €86.07
Quali lead rate: 59%
Closing rate: 14.5%

Lead status summary

684Leads412QualifiedLead272UnqualifiedLead186ClosingCallScheduled148PreQualifiedLead107WonClient79LostClient34ClosingCallFollowUp

Attribution

The same €96,100, credited two ways

First ClickLast Click

On last click, Search - Brand reads 14.78 and Display - Retargeting 14.50, and the obvious move is to fund both. On first click, Retargeting found nobody: it was the last ad the lead saw, not the one that brought them. Both columns are arithmetically correct. Only one of them tells you where the next euro should go.

Nested ViewTabs ViewNew

Campaign	Cost	Clicks	CPC	Leads	CPL	Won clients	Quali lead rate	Revenue	ROAS
Search - Freight Forwarding EUSearch · Broad + phrase	€7,240	4,120	€1.76	96	€75.42	15	68%	€47,200€31,600	6.524.36
Search - Contract LogisticsSearch · Exact	€5,180	2,980	€1.74	61	€84.92	9	61%	€28,400€21,900	5.484.23
Performance Max - WarehousingPMax · All assets	€3,860	3,540	€1.09	38	€101.58	5	44%	€14,800€11,200	3.832.90
Search - BrandSearch · Exact	€1,340	1,420	€0.94	14	€95.71	2	79%	€5,700€19,800	4.2514.78
Display - RetargetingDisplay · Site visitors	€800	420	€1.90	5	€160.00	0	20%	€0€11,600	0.0014.50
Total	€18,420	12,480	€1.48	214	€86.07	31	59%	€96,100	5.22

Campaign · Search Campaign 1Ad set: AllAd / Keyword: All

Search - Freight Forwarding EU

4,120 clicks · 96 leads · 15 won

€7,2406.52 ROAS

Search - Contract Logistics

2,980 clicks · 61 leads · 9 won

€5,1805.48 ROAS

Performance Max - Warehousing

3,540 clicks · 38 leads · 5 won

€3,8603.83 ROAS

Search - Brand

1,420 clicks · 14 leads · 2 won

€1,3404.25 ROAS

Display - Retargeting

420 clicks · 5 leads · 0 won

€8000.00 ROAS

Reports: Ad Creative Report

Hey Lena!

Here's what your creatives did

Which ad found the lead, not which one it saw last before signing.

All Ad ChannelsMeta AdsGoogle AdsLinkedIn Ads

Creatives live

2 video, 2 image

Best hook rate

38.2%

Warehouse walkthrough

Leads+9.1%

168

From Meta creatives

Revenue+12.4%

€52,400

19 won clients

Winning creatives

Pick the principle: rank creatives by lowest cost per won client

LowestWon client CAC

Creative	Cost	Impressions	CPM	CTR	Hook rate	Hold rate	Leads	CPL	Won clients	Revenue	ROAS
Warehouse walkthroughVideo · 0:34 · 4:5	€4,120	268,400	€15.35	1.21%	38.2%	12.4%	68	€60.59	9	€24,800	6.02
Cost per palletImage · 1:1	€3,180	196,200	€16.21	1.23%	-	-	44	€72.27	6	€16,200	5.09
Founder explainerVideo · 1:12 · 9:16	€2,480	142,800	€17.37	1.39%	31.6%	9.8%	38	€65.26	4	€11,400	4.60
Carrier network mapImage · 1:1	€1,480	98,400	€15.04	1.23%	-	-	18	€82.22	0	€0	0.00
Total	€11,260	705,800	€15.95	1.25%	-	-	168	€67.02	19	€52,400	4.65

Hook rate and hold rate only exist on a video, so the two images show a dash. Carrier network map spent €1,480 for eighteen leads and closed none of them: on Meta's own dashboard it has eighteen conversions and looks fine.

No creatives ran on this channel in the selected period.

Reports: Conversion Path Report

Hey Lena!

Here's how your leads actually arrive

The full path per lead, from the first click to the deal your CRM closed.

Leads

210

of 684 in these paths

Revenue

€171,400

attributed to these journeys

Won clients

of 107 this month

Touchpoints per won client

4.2

per conversion

Days to convert

first touch to signature

Single touch

of won clients

Top paths to a won client

The five most common complete journeys, ranked. 1 Aug to 30 Aug 2026

#	Conversion path	Leads	Conv. share	Won clients	Revenue	Days
1	Google AdsOrganic SearchDirectWon client	68	9.9%	14	€58,400	26
2	LinkedIn AdsEmailDirectWon client	41	6.0%	9	€47,200	38
3	Meta AdsMeta AdsDirectWon client	38	5.6%	5	€18,600	19
4	Organic SearchDirectWon client	34	5.0%	7	€24,800	14
5	Google AdsDirectWon client	29	4.2%	6	€22,400	11
	Five most common paths	210	30.7%	41	€171,400	-

A won client touches 4.2 things and 2.7 channels before it signs. Nine percent arrive on a single touch, which is the share of your revenue a last click report describes correctly.

Reports: Landing Page Report

Hey Lena!

Here's what your landing pages earned

Entry page revenue: what each page brought in, not just what it converted.

Total clicks

26,920

Total leads

481

Conversion rate

1.79%

Leads / paid clicks

Won clients

Revenue

€234,500

Landing page	Cost	Clicks (links)	Leads	Lead CR	Won clients	Revenue	ROAS
/freight-quoteFree freight quote in 24h	€15,420	10,240	186	1.82%	27	€92,400	5.99
/contract-logisticsContract logistics for DACH	€11,260	6,980	124	1.78%	18	€61,800	5.49
/warehousing-europeWarehousing across Europe	€8,540	5,620	84	1.49%	12	€42,600	4.99
/pricingPricing and rate cards	€4,180	2,840	52	1.83%	8	€27,800	6.65
/demo-requestTalk to a logistics planner	€3,000	1,240	35	2.82%	4	€9,900	3.30
Total	€42,400	26,920	481	1.79%	69	€234,500	5.53

Four of these five rows are amber, because the app colours a conversion rate against a threshold rather than against the other rows. Under two percent of paid clicks is normal for a freight quote form, and the report says so instead of flattering it.

CRM: Leads

Hey Lena!

Here are your leads

684 this period, each one carrying the source, the campaign and the ad that found it.

Leads

684

QualifiedLead

412

UnqualifiedLead

272

ClosingCallScheduled

186

PreQualifiedLead

148

WonClient

107

LostClient

ClosingCallFollowUp

Lead	Status	First click	Last click	Value	Created	Sales cycle
Mira SchulzNorthwind Logistics	WonClient	Google AdsFree quote · Search	Direct	€14,800	27 Jul 2026	34 days
Tobias LangHansa Kontraktlogistik	ClosingCallScheduled	LinkedIn AdsContract logistics · DACH	Organic Search	€22,400	28 Aug 2026	open
Aylin KayaRheinport Logistics	QualifiedLead	Meta AdsWarehouse walkthrough	Meta Ads	€9,600	2 Sep 2026	open
Jonas FeldmannAlpsped GmbH	WonClient	Organic Searcheu customs guide	Email	€31,200	4 Jul 2026	44 days
Sofia BrandtElbe Cargo	LostClient	Microsoft AdsWarehousing · Exact	Referral	€0	19 Aug 2026	12 days
Marek NowakVistula Freight	PreQualifiedLead	Google AdsContract logistics · Exact	Google Ads	-	5 Sep 2026	open

Mira Schulz arrived on a Google search for a free quote and signed 34 days later, arriving directly. Last click credits Direct. First click credits the search that found her. The €14,800 is the same money either way, which is why the attribution switch on the campaign report is the only honest way to read it.

CRM: Sales

Hey Lena!

Here's your pipeline

107 won clients and €344,700 signed, matched back to the spend that started them.

Open pipeline

€596,000

Won this period

€344,700

Lost this period

€231,400

Average order value

€3,221

Pipeline by stage

PreQualifiedLead148 · €412,000

QualifiedLead412 · €1,284,000

ClosingCallScheduled186 · €596,000

ClosingCallFollowUp34 · €118,000

WonClient107 · €344,700

Open pipeline is what is neither won nor lost, valued at the stage it has reached. It is not counted as revenue anywhere else on this demo, because it is not revenue yet.

Affiliate: Affiliate Campaigns

Hey Lena!

Here are your affiliate campaigns

Every partner on the same numbers as your paid channels, in one report.

Affiliate Campaigns

3 partners · postbacks verifiedNew campaign

Partner leads

118

Of 684 total

Payout

€5,100

CPL, paid on qualified only

Revenue

€60,000

17 won clients

Blended ROAS

11.76

Revenue / payout

Campaign	Clicks	Leads	Won clients	Payout	Revenue	ROAS
Q3 Freight EU2 partners · CPL	4,820	96	14	€4,200	€48,600	11.57
Warehousing DACH1 partner · CPL	1,240	22	3	€900	€11,400	12.67
Total	6,060	118	17	€5,100	€60,000	11.76

Payout is on a qualified lead, not a form fill, because the postback fires when the lead is qualified in the CRM. A partner sending 200 unqualified forms gets paid for none of them.

Affiliate: Affiliate Offers

Hey Lena!

Here are your offers

Payout, conversion rate and what each offer actually returned.

Affiliate Offers

New offer

Free freight quote

CPL · €35 per qualified lead · 120 per month

Live

Contract logistics brief

CPL · €60 per qualified lead · 40 per month

Live

Warehousing enquiry

Revenue share · 8% of first invoice · No cap

Draft

Affiliate: Affiliate Networks

Hey Lena!

Here are your networks

Postbacks in, conversions out, and what the network reported against what closed.

Affiliate Networks

Awin

Postback verified · 200

Connected

Impact

Postback verified · 200

Connected

Everflow

Not connected

Available

A verified postback is one the network actually answered 200 to, not one that was saved in a form. The check runs on every conversion, and a network that starts returning anything else shows up here.

Affiliate: Landing Pages

Hey Lena!

Here are your partner landing pages

Which page each partner sends traffic to, and what it did with it.

Partner landing pages

/lp/freight-quote-partner

Frachtblick · 2,480 clicks · 58 leads

2.34%

/lp/warehousing-partner

LagerScout · 1,240 clicks · 22 leads

1.77%

/lp/contract-logistics-partner

Frachtblick · 2,340 clicks · 38 leads

1.62%

Call Tracking: Calls

Hey Lena!

Here are your calls

Every inbound call with the campaign and the keyword that produced it.

Tracked calls

389

Answered

84.6%

Average duration

3:48

Calls that became leads

212

Caller	Number	Source	Duration	Outcome
Mira SchulzNorthwind Logistics	+49 89 4114 2087	Google Ads · Search - Freight Forwarding EU	4:12	QualifiedLead
Tobias LangHansa Kontraktlogistik	+49 40 3009 1145	LinkedIn Ads · Contract logistics	8:36	ClosingCallScheduled
Unknown caller-	+49 221 8877 4410	Meta Ads · Warehouse walkthrough	1:04	Missed
Unknown caller-	+49 30 5541 2298	Organic Search · warehouse space berlin	0:38	UnqualifiedLead

A missed call is still attributed. The number that rang belongs to a pool, the pool belongs to a campaign, and the visit that swapped the number is on record, so the ad gets the credit whether anyone picked up or not.

Call Tracking: Phone Numbers

Hey Lena!

Here are your tracking numbers

Static numbers per campaign, and a dynamic pool that swaps per visitor.

Phone Numbers

16 numbers across 4 poolsBuy a number

+49 89 4114 2087

Munich · Dynamic pool · 8 numbers

Google Ads168 calls

+49 40 3009 1145

Hamburg · Static · 1 number

LinkedIn Ads41 calls

+49 221 8877 4410

Cologne · Dynamic pool · 6 numbers

Meta Ads96 calls

+49 30 5541 2298

Berlin · Static · 1 number

Organic and direct84 calls

A static number belongs to one channel for good. A dynamic pool swaps the number per visitor, which is what lets a call be traced back to a keyword rather than to a channel.

Call Tracking: Call Reporting

Hey Lena!

Here's what your calls are worth

Calls credited to the same campaigns as your forms, in the same report.

Calls by channel

1 Aug to 30 Aug 2026

Google Ads168 calls

Meta Ads96 calls

Organic Search84 calls

LinkedIn Ads41 calls

What the calls were worth

Tracked calls: 389
Answered: 329
Became a lead: 212
Became a won client: 38
Revenue from calls: €118,400
Cost per tracked call: €109.00
Cost per call that closed: €1,115.79

Thirty eight of 107 won clients started as a phone call. On a form only setup, every one of them counts as direct traffic and the campaign that paid for the call gets nothing.

Call Tracking: Setup

Hey Lena!

Set up call tracking

One snippet, one pool, and every call carries its source.

Setup

Live on 3 domains

Number swap

One line, before the closing body tag

<script async src="https://t.meridian-group.com/lj.js"
  data-ws="ws_4f2a91" data-calls="1"></script>

meridian-group.com

Number swap active · 12 numbers in rotation

Live

freight.meridian-group.com

Number swap active · 4 numbers

Live

meridian-group.fr

Script found, no pool assigned

Pending

The script is first party on your own subdomain, so the swap survives an ad blocker and the number a visitor sees is the one that gets attributed.

Audience Sync: Platforms

Hey Lena!

Here are your ad platforms

Where audiences are pushed, and what came back from each one.

Platforms

3 connected

Meta Ads

3 audiences

Connected

Google Ads

3 audiences

Connected

LinkedIn Ads

2 audiences

Connected

Microsoft Ads

Not connected

AvailableConnect

A connection is one way: outcomes go out, nothing comes back. The platform never sees a lead's details, only that a hashed identifier belongs to a segment.

Audience Sync: Audiences

Hey Lena!

Here are your audiences

Built from what your CRM knows, kept in sync with every platform you run.

Audiences

Synced every 15 minutesNew audience

Audiences

Members synced

989

Hashed, no raw details

Excluded from bidding

684

Won and unqualified

Bid up

305

Qualified, still open

Excluding 412 won clients is the change that pays for itself first. Every platform will happily keep spending on people who already signed, because on its own data they are the best converters you have.

One demo workspace, one month of data. Nothing here is a customer's data.

95%+ data accuracy, even with ad blockers and iOS

See which ads really created your leads

Connect your ad accounts and your CRM once, and every lead arrives with the campaign that created it already attached.

Book a demo Start free trial