RealSynch Business Intelligence Lead Source Reports

Get a clear view of how different lead sources are performing across your pipeline

• From BI dashboard, click Lead Source Reports

• The key metrics tracked are as follows:

• • Lead Source
  • New Leads (Total)
  • Appointments Set (Total)
  • Closed (Total)
  • Conversion % 
  • GCI (Total)
  • ROI
  • Estimated Spend (Total)
  • Avg Close ($)
  • Avg Time (Total)
  • Edit Spend

• Click on Columns to filter which columns you want to hide or show on Lead Source Reports

• Use Search filter to narrow down data with chosen condition/value

• Check on Deals to filter All, Buyer or Seller Deals

• Filter timeframe dropdown based and select any custom date range

• Use Team Member dropdown to filter down agents data you want to look at under Lead Source Reports

• Click export button to download current page or all pages of your report in CSV format

• Click the Ellipsis on the right to access the Edit Spend option

*Please see Realsynch Business Intelligence Lead Source Reports: Edit Spend article for more details.