Vendor PortalVendor Reporting

Vendor Reporting

Track your lead submission performance with detailed analytics and reports.

Dashboard Overview

Your vendor dashboard provides real-time metrics:

Key Metrics

MetricDescription
Leads SubmittedTotal leads sent to Ledly
Leads AcceptedLeads that passed validation
Leads RejectedLeads that failed validation
Acceptance RatePercentage accepted (target: >90%)
Avg Response TimeAPI response latency

Real-Time Stats

Today’s Activity

View submissions in real-time:

Today's Summary (Live)
━━━━━━━━━━━━━━━━━━━━━
Submitted:   1,247
Accepted:    1,122 (90.0%)
Rejected:      125 (10.0%)

Status Breakdown

StatusCountRate
Accepted1,12290.0%
Rejected - Invalid Email453.6%
Rejected - Duplicate383.0%
Rejected - Missing Field272.2%
Rejected - Other151.2%

Historical Reports

Daily Summary

View day-by-day performance:

DateSubmittedAcceptedRate
Dec 251,2471,12290.0%
Dec 241,1891,08291.0%
Dec 231,3561,23491.0%

Charts showing:

  • Lead volume over time
  • Acceptance rate trends
  • Rejection reason breakdown
  • Peak submission hours

Monthly Summary

December 2024 Summary
━━━━━━━━━━━━━━━━━━━━━
Total Submitted:     32,456
Total Accepted:      29,210
Acceptance Rate:     90.0%
Rejection Reasons:
  - Invalid Email:   1,234 (38%)
  - Duplicate:         987 (30%)
  - Missing Field:     654 (20%)
  - Other:             371 (12%)

Rejection Analysis

Top Rejection Reasons

Understand why leads are being rejected:

ReasonCount% of Rejections
Invalid email format45635%
Duplicate lead31224%
Missing required field23418%
Disposable email15612%
Failed validation rule14311%

Drilling Down

Click any rejection reason to see:

  • Example rejected leads
  • Specific field failures
  • Time pattern (when rejections occur)
  • Remediation suggestions

Improving Acceptance Rate

Based on your rejection data:

Recommendation: 35% of rejections are from invalid email format. Consider adding email validation to your form before submission.


Lead Quality Metrics

Quality Score

Each vendor receives a quality score (0-100):

Score RangeRatingDescription
90-100ExcellentHigh-quality leads, low rejections
75-89GoodAcceptable quality, some improvements needed
50-74FairQuality issues, review submission process
0-49PoorSignificant issues, action required

Quality Factors

Your score is based on:

  • Acceptance rate (40%)
  • Duplicate rate (20%)
  • Data completeness (20%)
  • Lead engagement (20%)

Exporting Reports

Available Exports

ReportFormatFrequency
Daily SummaryCSV, PDFDaily
Lead DetailsCSVOn-demand
Rejection LogCSVOn-demand
Monthly InvoicePDFMonthly

Exporting Data

  1. Go to Reports → Select report type
  2. Choose date range
  3. Select format (CSV or PDF)
  4. Click Export
  5. Download file

CSV Format

Lead export includes:

id,email,status,submitted_at,rejection_reason
lead_001,[email protected],accepted,2024-12-25T10:00:00Z,
lead_002,[email protected],rejected,2024-12-25T10:01:00Z,invalid_email

Scheduled Reports

Setting Up Automatic Reports

  1. Go to Settings → Scheduled Reports
  2. Click Add Schedule
  3. Configure:
    • Report type
    • Frequency (daily, weekly, monthly)
    • Recipients (email addresses)
    • Time of delivery

Example Schedule

ReportFrequencyTimeRecipients
Daily SummaryDaily8:00 AM[email protected]
Weekly TrendsWeeklyMonday 9:00 AM[email protected]
Monthly InvoiceMonthly1st of month[email protected]

API for Reports

Get Daily Stats

GET /api/vendor-portal/daily-stats
 
Response:
{
  "date": "2024-12-25",
  "submitted": 1247,
  "accepted": 1122,
  "rejected": 125,
  "acceptance_rate": 0.90
}

Get Monthly Summary

GET /api/vendor-portal/summary/2024/12
 
Response:
{
  "year": 2024,
  "month": 12,
  "submitted": 32456,
  "accepted": 29210,
  "rejected": 3246,
  "acceptance_rate": 0.90,
  "rejection_breakdown": {
    "invalid_email": 1234,
    "duplicate": 987,
    "missing_field": 654,
    "other": 371
  }
}

Export Leads

GET /api/vendor-portal/export?start_date=2024-12-01&end_date=2024-12-31&format=csv

Billing Reports

If on a Pay-Per-Lead arrangement:

Current Month

December 2024 Billing
━━━━━━━━━━━━━━━━━━━━━
Accepted Leads:     29,210
Rate per Lead:      $5.00
Volume Discount:    10%

Subtotal:           $146,050.00
Discount:           -$14,605.00
━━━━━━━━━━━━━━━━━━━━━
Total Due:          $131,445.00

Invoice History

MonthLeadsAmountStatus
Nov 202428,456$127,052Paid
Oct 202431,234$140,553Paid
Sep 202427,891$125,510Paid

Performance Benchmarks

Vendor Comparison

See how you compare (anonymized):

MetricYour ScoreAverageTop 10%
Acceptance Rate90.0%85.2%95.4%
Duplicate Rate3.0%5.8%1.2%
Data Completeness87.5%78.3%94.1%

Improvement Tips

Based on your data:

  1. Reduce duplicates - Implement client-side dedup before submission
  2. Improve email quality - Add email validation to your forms
  3. Include more fields - Phone and name improve lead quality scores

Alerts & Notifications

Configurable Alerts

Set up alerts for:

AlertTriggerAction
High rejection rateRate > 15% for 1 hourEmail notification
API errors5+ consecutive failuresEmail + SMS
Rate limit warning>80% of limit usedEmail notification
Daily summaryEnd of dayEmail report

Setting Up Alerts

  1. Go to Settings → Notifications
  2. Enable desired alerts
  3. Configure thresholds
  4. Add notification recipients
  5. Save

Critical alerts (API errors, security issues) are always sent to the account owner.