Chariot offers powerful reporting capabilities to help you understand where your jobs are coming from. The Jobs by Source report provides a detailed breakdown of your job sources over a specified time period, giving you valuable insights to optimize your lead generation strategies.
Key Metrics in the Jobs by Source Report
The report includes the following key metrics:
Total Jobs Booked: Number of jobs booked from each source.
Total Leads Entered: Number of leads entered into the system from each source.
Conversion Rate: Percentage of leads that turned into jobs.
Total Actual Charges: Sum of actual charges for jobs sourced from each lead source.
Total Estimated Charges: Sum of estimated charges for jobs from each source.
Inventory Information: Includes total cubic feet and total weight entered by source.
Travel Details: Total travel miles associated with each source.
Adding and Managing Sources
Sources for your jobs are added when a customer fills out the web form on your website or when you create a new lead in Chariot using the source dropdown. Additional sources can be added through the settings page.
Benefits of Using the Jobs by Source Report
Comprehensive Data: Provides a detailed view of job sources, enabling you to track performance and identify high-performing sources.
Conversion Insights: Understand which sources convert leads to jobs most effectively.
Financial Metrics: Analyze actual and estimated charges to assess the financial impact of each source.
Inventory and Travel Analysis: Monitor inventory details and travel miles to optimize logistics and operations.
Limitations
Data Entry Accuracy: The accuracy of the report depends on the correct entry of lead sources and other data.
Manual Updates Required: Adding new sources requires manual updates in the settings, which can be time-consuming.
Limited Real-Time Updates: The report data might not be updated in real-time, affecting the timeliness of the insights.
Data Manipulation
For further analysis and manipulation, the Jobs by Source report can be downloaded as a CSV file. This allows you to:
Perform custom analyses using spreadsheet software.
Combine the report data with other datasets.
Create customized reports and visualizations to meet specific business needs.
Need Help?
If you have any questions or need assistance with maximizing your sources, feel free to contact us. We're here to help you get the most out of Chariot.
By utilizing the Jobs by Source report, you can gain valuable insights into your lead generation efforts, optimize your job sourcing strategies, and ultimately improve your business performance.