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.