The lead source report provides detailed information about leads from specific sources. With this report, users can gather data regarding sources and transaction rates.
Access Lead Source Report
To access the lead source report, go to Reporting > Lead Sources.
Report Options
Click the blue Show Me report option in the upper left-hand corner.
Total Lead Count and Total Activity by Lead Source
- New Leads
- Calls
- Emails
- Texts
- Notes
- Tasks Completed
- Appointments
How Many Leads Have We Not Acted On by Lead Source
- New Leads
- Leads Not Acted On
- Leads Not Called
- Leads Not Emailed
- Leads Not Texted
How Quickly We Follow Up On Leads per Lead Source
- New Leads
- Avg. Speed to Action
- Avg. Speed to First Calls
- Avg. Speed to First Text message
- Avg. Speed to First Email
This metric includes personal communication such as 1:1 emails, calls, and texts. Automated/marketing communication is not included.
This metric is based on when the assigned agent for the lead reaches out. If another team member other than the assigned agent communicates with the lead, that will not be counted in average speed metrics.
How Many Times We Try to Contact Each Lead per Lead Source
- New Leads
- Avg. Contact Attempts
- Avg. Call Attempts
- Avg. Email Attempts
- Avg. Text Message Attempts
What Lead Source Has the Most Lead Responses
- New Leads
- % of Leads Responding
- % of Leads Responding by Email
- % of Leads Responding by Phone
- % of Leads Responding by Text
Which Lead Source Has the Most Closed Deals
- New Leads
- Appointments
- Avg. Contact Attempts
- Deals Closed
- Deal Value
- Deal Commission
- Conversion Rate
Which Lead Source Has the Most Website Activity
- Website Registrations
- Inquiries
- Properties Viewed
- Properties Saved
- Page Views
Additional Filtering
- Export Report: Export the lead sources report
- Users: Select the desired users
- Lead Type: Choose the lead type (web, manual, or all)
- Time Frame: Select the desired time frame
Time Series Chart
The chart shows data points plotted over the selected date range, grouped by a day, week, or month. Additional data points can be selected to compare to the first data point. This makes it easy to compare two data points like New Leads vs Calls. For example, the expectation is for calls to correlate with new leads.
The selected date range can also be compared with the previous period. For example, comparing this month with the previous month.
Note: Hold your mouse over any point on the chart to see a tooltip with the data points for that date interval.
Column Totals
Below the chart is a box for each column that summarizes the data point for the report date range. If there is data for the previous period, an arrow will appear with the percentage that represents the change from the previous period. For additional information, click on the underlined text in the box.
Add Columns
Customize the report by clicking the + Add Columns box to add or remove columns from the report.