- 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.