Lead Source Report: Edit Spend

 


 

  • From Realsynch BI dashboard, click Lead Source Report:

 

  • Click on the 3 dots under Edit Spend

 

  • Click on Add Spending Schedule

 

  • Enter the monthly spend amount for the specific lead source.

  • Select Start Date dropdown:

 

  • Select End date dropdown:

Note: Must be after Start Date

 

  • Or Select Until I Canceled (will show No Date)

 

  • Once added, click Save Changes and the system will calculate metrics like cost per lead and ROI for the specific lead source.