Where can I find my analytics?

TaxProMarketer takes the results of your firm’s marketing very seriously. We want to see you succeed! It’s important to us that your office has every opportunity to understand the effects of your online digital marketing. Your marketing data and analytics from key platforms are available directly inside your Members Area.

To locate the Data and Analytics area, begin by logging into your Members Area.

Once logged in, look for the “Data and Analytics” icon. Click on the icon or the blue text beneath it to enter the page.

Inside your Data & Analytics area, you’ll find several categories of marketing data:

1. If you are a current Google Advertising client with TaxProMarketer, you will have your Advertising Results Data added at the very top.

2. If you have website services with TaxProMarketer, this section now displays lead activity based on the lead survey on your website.

Every new lead is automatically added to your weekly email list, ensuring ongoing touchpoints long after the drip sequence ends.

These leads appears in two places:

ClientStack

Lives under Opportunities and Contacts
Shows contact details, source tags (e.g., “website lead,” “ad lead”), and lead survey responses

Email Marketing Dashboard

Houses your drip campaign setup and edits
Tracks your ongoing weekly email audience
Long term, these systems will be unified inside ClientStack, but for now they serve different purposes.

This section of the analytics page captures the website lead activity flowing into these systems.

3. This section shows activity and comparisons based on the date range you select in the top-right corner. For example:

If you select December–March, the system compares that period to the previous four months.

This helps you track:

Profile views
Calls
Directions requests
Website clicks
Engagement trends over time

These insights reflect the combined impact of TaxProMarketer’s efforts and your own Google Review strategy.

4. At the bottom of the page, you’ll find your SEO performance metrics, including:

Keyword rankings
Local Search Grid results

These tools show how your visibility is improving in your target market and how effectively your website is ranking for relevant search terms.

If you need further insight into these analytics or have further questions on finding this area in your Members Area, feel free to reach out to our team via email (support@taxpromarketer.com) or connect with us via Live Chat (Mon-Fri 9am-4pm CST).