Insights Drill-Down
Slice Lead Distro AI performance data by any combination of campaign, buyer, supplier, state, and status using the interactive Insights Drill-Down. No SQL required.
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What is Insights Drill-Down?
Insights Drill-Down is an interactive view in the Reports Center that lets you slice performance data by any combination of dimensions — campaign × buyer × supplier × state × status — without writing SQL or exporting CSVs. Click any cell to see the underlying leads.
Available Dimensions
- Campaign — group by which campaign generated the lead
- Buyer — group by which buyer received the lead
- Supplier — group by which supplier sent the lead
- State — group by lead's state field
- Status — ACCEPTED, REJECTED, RETURNED, UNMATCHED, DUPLICATE
- Date — group by day, week, month
- Source — group by source attribution (Meta campaign, Google campaign, organic, affiliate)
Available Metrics
- Lead count
- Revenue (what buyers paid)
- Cost (what suppliers were paid)
- Profit (revenue − cost)
- Margin (profit / revenue)
- Acceptance rate (ACCEPTED / total)
- Return rate (RETURNED / ACCEPTED)
- Average revenue per lead
Common Drill-Down Patterns
| Question | Drill-down setup |
|---|---|
| Which supplier-buyer pair has the highest margin? | Group by Supplier × Buyer; metric = Margin; sort desc |
| Which states have the highest return rate? | Group by State; metric = Return rate; sort desc |
| Why did margin drop last week? | Group by Date × Supplier; metric = Profit; filter to last 14 days; spot the supplier whose cost spiked |
| Which campaigns have the most UNMATCHED leads? | Group by Campaign; filter Status = UNMATCHED; metric = Lead count; sort desc |
| What's my best-converting Meta ad? | Group by Source; metric = Acceptance rate × Revenue per lead; sort desc |
Drill-Down respects the same is_test filter as the main dashboard — by default it shows only live leads. Toggle to include test leads when debugging onboarding pipelines.
Frequently Asked Questions
How do I find the most profitable supplier-buyer combination?
In Insights Drill-Down, group by Supplier × Buyer with Profit as the metric, sorted descending. The top row is your highest-margin pairing. Combine with a date filter (last 30 days) to see current performance vs all-time. Drill into the cell to see the underlying leads if a single high-value lead is skewing the average.
Can I drill down by custom fields, not just system fields?
System fields and source/state are first-class drill-down dimensions. Custom fields aren't natively groupable in Insights Drill-Down today — for analysis on a custom field, export to CSV and pivot externally, or use the dashboard's per-lead filter (filter by custom_field = value) to narrow the leads view before reading the metric.
Why are my drill-down totals different from the main dashboard?
Two common reasons: (1) the dashboard defaults to live leads only (`is_test = false`); the drill-down might be including test traffic. (2) the date range differs — check both views are filtered to the same window. If totals still disagree, refresh both views; rare timing differences between the dashboard's cached aggregate and the live drill-down query resolve in a few seconds.
Can I save a drill-down configuration as a custom report?
Saving custom drill-down views as named reports is on the roadmap but not yet shipped. For repeating analyses today, bookmark the URL — the drill-down state is encoded in URL params, so a bookmarked URL restores the exact filter + grouping setup.
Does Insights Drill-Down include returned leads in revenue?
By default no — Profit metrics use accepted-not-returned revenue. Toggle the Include returned leads in revenue option in the metric settings to see gross revenue (before returns). Most agencies want net revenue (default); some want gross for sales-attribution conversations with buyers.
How fresh is the data in Insights Drill-Down?
Near real-time — typically within 30 seconds of the underlying lead event. Distribution events, status updates, and returns all flow into the drill-down view within 30s. Cost attribution from Meta sync (every 6 hours) has a longer lag — drill-downs with Cost or Profit metrics use the most recent synced snapshot.
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If you have any questions, send us an email at support@leaddistro.ai