Reports
Lead Sources Report
The Lead Sources Report provides valuable insights into which lead sources are generating the most successful transactions, helping you optimize your marketing and lead generation strategies.
Overview
The Lead Sources Report analyzes your closed transactions to show which lead sources are most effective, providing transaction counts, total amounts, and commission earnings for each source.
Key Benefits:
Key Features
Date Range Selection
Filter data by start and end dates
Export Options
Download reports in PDF or CSV format
Performance Metrics
View transaction counts and financial totals
Source Analysis
Compare performance across lead sources
How to Use the Lead Sources Report
Navigate to the Reports section and select "Lead Sources"
Set your desired start and end dates using the date pickers
Review the performance metrics for each lead source
Check the total transactions and amounts at the bottom
Use the "Download PDF" or "Download CSV" buttons to export the report
Tips for Using the Lead Sources Report
Review monthly to track source effectiveness
Compare quarterly performance trends
Use data to optimize marketing spend
Identify high-value lead sources
Need Help?
If you need assistance with the Lead Sources Report or have questions about its features, please contact our support team.