Articles on: Analytics & Tracking

How to Export & Analyze your LeadTruffle Leads

📝 Export your LeadTruffle leads to a CSV and use Google Sheets or ChatGPT to break down performance, close rate, and lead source quality.



Table of contents





We're actively working to streamline how leads and clients display in the dashboard. Until then, this guide explains how to get the most out of the current data and exports.



Understanding leads vs clients


LeadTruffle creates two related records for every inquiry:


  • Lead — a record created the moment someone contacts you through Angi, Thumbtack, Yelp, or any other source
  • Client — a person record built from one or more leads


For reporting, you'll mostly work with leads.


Why you might see duplicate records


If we're reaching a person on both email and SMS, LeadTruffle creates two lead records — one for each channel — and organizes them under the same client. That's why some leads appear "doubled" in the dashboard.


If a lead came in through a single channel (like Yelp), you'll only see one record. Duplicates almost always mean we're reaching the lead on more than one channel.



Filter your leads in the dashboard


The Leads table supports quick filtering for at-a-glance reporting.


  1. Open the Leads table
  2. Click Advanced Filters
  3. Choose a filter (e.g., Lead Source: Angi)
  4. Optionally add a time filter (e.g., Previous Month)


You can then segment by two key status fields.


AI Data Collection status


Automatic — set by LeadTruffle based on whether the AI has collected the info you asked for in your prompt. You can't edit this field.


Status

Meaning

Not started

The lead hasn't replied yet

In progress

The AI is mid-conversation gathering details

Completed

The AI has captured everything you asked for (name, phone, address, etc.)


Lead status


Set by you and your team. Fully customizable. Use it to track what's happening with a lead in your sales pipeline.


Default options include:


  • New
  • Contacted
  • Quoted
  • Won
  • Lost
  • Call — no answer


Lead Status powers most of the reporting in this article. Make sure your team is updating it consistently — if statuses are stale, close rates and source comparisons won't be accurate.


You can combine filters — for example, "All Thumbtack leads in the past month with a Won status" — to quickly check performance by source.



Export your leads


When you need deeper analysis, export to CSV.


  1. Click Export above the Leads table
  2. Choose a time range (e.g., Previous 30 days)
  3. Choose an export type:
  • Individual Leads — every lead record. Includes duplicates for multi-channel leads.
  • Client Summary — one row per client, with all related leads grouped together. (Recommended for most reporting.)
  1. Click Export to download the CSV




Advanced Filters do not carry through to exports. All filtering happens in your spreadsheet after download.



Open your export in Google Sheets


  1. Go to sheets.google.com and open a new sheet
  2. Click File → Import
  3. Go to the Upload tab and drag in your exported CSV
  4. Choose Replace spreadsheet and click Import


Add a filter


  1. Select all columns
  2. Click Data → Create a filter
  3. Click the filter icon at the top of any column to filter (e.g., by Qualification Source or Lead Status)


Columns worth focusing on


For Client Summary exports, the highest-signal columns are:


  • Qualification Sources — where the lead came from
  • Lead Status — your team's pipeline status
  • Contact Reason — what the lead is inquiring about
  • Last Contacted — most recent activity timestamp


From here, the world is your oyster — pivot tables, VLOOKUPs, counts by status, you name it.



Analyze your leads with ChatGPT


If spreadsheets aren't your thing, drop the same CSV into ChatGPT (or Claude, Gemini, or your LLM of choice) for instant analysis without writing any formulas.


  1. Open ChatGPT
  2. Drag your exported CSV into the chat
  3. Ask a question about your leads


The model will read the CSV and respond with a written analysis, tables, and follow-up questions. Once the file is uploaded, you can keep drilling into any cut of the data conversationally.


Close rate and source comparisons are only as good as your Lead Status data. If your team isn't updating statuses (Won, Lost, etc.), these answers won't be reliable.



Example prompts to try


Copy and paste any of these into ChatGPT after uploading your CSV.


  1. High-level snapshot: "Build me a summary of my LeadTruffle leads. Include total leads, breakdown by lead source, breakdown by lead status, and any obvious patterns you notice."
  2. Calculate close rate: "Calculate my overall close rate. Assume a Lead Status of 'Won' means the customer was won. Show close rate overall, and broken out by lead source."
  3. Compare lead sources: "Which lead source is producing the most won customers? Which has the highest close rate? Rank them and explain the difference between volume and quality."
  4. Spot leads to follow up on: "List leads still in 'New' or 'Contacted' status that were last contacted more than 5 days ago. Sort by oldest first and include the lead source and contact reason."
  5. Find your best-performing weeks: "Group my leads by the week they came in. Show total leads, won leads, and close rate per week. Highlight the weeks that outperformed the average."
  6. Check AI qualification impact: "For leads where AI Data Collection is 'Completed,' what percentage ended up Won? Compare that to leads where it's 'In progress' or 'Not started.'"
  7. Identify pipeline drop-offs: "Group my leads by Lead Status. Highlight where the biggest drop-offs are happening (e.g., leads stuck at Quoted but never moving to Won) and suggest where to focus follow-up effort."
  8. Compare channel performance: "Compare close rates for leads where we reached out via SMS only, email only, and both channels. Which combination performs best?"
  9. Surface top contact reasons: "List the top 10 most common Contact Reasons in this export. Show how many leads each one has and the win rate per reason."



Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 11/05/2026

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