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 SettingsScheduled 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 SettingsNotifications
  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.