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Understanding Your Lead Source Report

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Written by Chrissi Burnett

Lead Source Report Overview

The Lead Source Report report will provide you with valuable insight into how each of your lead sources are performing. This in turn will allow you to track what marketing efforts are bringing in the best results and invest your resources more efficiently! It's also an excellent way to gain visibility into who your best performers are within each lead source.

To navigate to your lead source report, select the drop down menu under Business Reporting and select Lead Source Report.

Filtering Your Report

To generate the Lead Source Report, simply set your timeframe and choose to view either a specific lead source or all lead sources.

Please note that you'll need to run your report each time you'd like to make a new selection.

Overview

On the Overview tab you'll see a snapshot of the number of leads, contacts, appointments, deals, and conversion percentage based on the lead source within the selected timeframe. You'll also have an insight into how each of these compare to the previous timeframe.

Deals

Number of Listed, Written, Pending, and Closed deals for the selected source and time frame.

Use the drop down to select buyers or sellers

Gross Commission

You'll have snapshot view of your gross commission, what the brokerage side earned and what the agent's were paid. This snapshot will also show you how you are doing compared to the previous timeframe.

Deal Details

Deal details breaks down your lead source performance by area and by agent.

By Area

By Agent

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