Create a Client Call Tracking Invoice

1. After you've Setup and started using NinjaTrack for call tracking;

2. Access the Ninjacat Template Builder

3. Add a table widget to your template

4. In the widget settings select "Call Tracking" under Data Sources

5. In the widget settings select "Date / Time", "Tracking Number", "Caller Number" under Dimensions

6. In the widget settings select "Duration", "Cost" under Metrics

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You can design and style your invoice as per your usual branding guides for your agency, then set up a regularly recurring report to be mailed to your client on your regular billing schedule.

Use Custom Metrics to Display a Flat Fee per Call or Conversion

1. Follow the steps from the previous section "Create a Client Call Tracking Invoice"

2. Click on "+ Add Custom" under Metrics to create a new Custom Metric

3. Use the instructions below to configure a custom metric to add a dollar amount per call to the cost

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For more information on Custom Metrics check out our knowledge base article, "Configuring a Data Widget"

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If you only charge your clients based on final sales and your agency provides a listening service, call-rating service, or you opt to tag each call with a consistent tag (such as "sale") from within NinjaTrack(details for this in the article, The Agency NinjaTrack Hub Page), you can add a tags filter to your invoice widget to only show calls that have the particular tag.