Lead Source Lead Report

This report displays a comparative analysis of your lead sources (leads acquired through your marketing campaign). It is important to note that this report only shows results for leads that were added in the specified date range. For example: if 300 leads were generated in August, and 200 leads were generated in September, the 200 leads would display in the September report.

Business Value: The key business value of the Lead Source Lead Report is that it helps you determine what lead sources are most effective in terms of triggering phone calls and appointments; and most important in closing sales. This in turn determines what areas of your marketing campaign are most effective. Metrics include: Lead Source; Leads Added; Spoke with Calls; Showed-Up Club Tours; Sales; and Lead/Source Sales.

Example:

In the below example, 6 leads were added through the Drive By Lead Source in December, which resulted in 3 sales (or 50% of 6). Additionally, the report shows you the effectiveness of your lead source, when a selection of data is taken into consideration. For example, the Corporate lead source has a high Lead Source/Sales percentage (100%). However, the number of Leads Added, Spoke with Calls, Showed-Up Club Tours, and Sales, were low.

To Access the Lead Source Lead Report:

Select the Reports tab
Select Live Reports
Find the Lead Source Lead Report and click View Report
Select the report date range.
Choose a report format (PDF, RTF, CSV). The default format is PDF
Click View Report