Lead Source Sales Report
The objective of this report is to help you answer the questions:
- "Which is the most effective Lead Source/marketing campaign for adding new Leads"
- "Which is the most effective Lead Source/marketing campaign for converting leads to sales"
- "How many leads did I generate this month from that lead source/campaign"
- "How many sales did I generate this month from that lead source/campaign"
Report Examples
Lead Source report of Sales Activity by Lead Source (detailed view)
This more detailed report shows all the activity related to leads with each lead source. For example, how many calls were made or tours were scheduled with someone that heard about you on the radio.
Lead Source report of Sales by Lead Source (summary view)
This simple report shows how many leads were added for each lead source and how many sales were made that reflect that lead source (Remember, a sale during your selected time frame does not necessarily mean that lead was added during that timeframe so percentages may exceed 100%).
How to access this report:
- Go to Reports > Live Reports
- Find the Lead Source Sales Report and click Get Report
- Select the date range you wish to view.
- Choose the view you want either "Sales Activity by Lead Source" or "Sales by Lead Source" and click View Report.