How to Use the Lead Source Report?

What is the Lead Source Report?

The Lead Source Report provides a comprehensive overview of how different lead sources are performing. It helps you track and analyze the effectiveness of each channel that brings leads into your sales pipeline, enabling data-driven decisions to optimize your sales and marketing strategies.

How Does the Lead Source Report Work?

As you see above, the "Lead Source Report" aggregates and displays key metrics for each lead source.

For each source, you can view:

• Total Revenue: The total sales revenue generated from leads originating from that source.
• Lead Conversion Rate (%): The percentage of leads from that source that have been successfully converted into customers.
• Leads Generated: The total number of leads acquired from the source.
• Open Leads: Leads that are still in progress and have not yet been closed.
• Closed Leads: Leads that have been successfully converted into sales.
• Lost Leads: Leads that did not convert and are marked as lost.
• Not Serviceable Leads: Leads that cannot be serviced due to various reasons (e.g., out of scope, invalid contact).
• Average Deal Value: The average revenue per closed deal from that source.
• Avg Lead Closure Time (Days): The average time taken to close leads from that source.

You can filter the report by specific time periods and sales pipelines, allowing you to focus on the data most relevant to your current goals or campaigns.

How to Use the Lead Source Report?

1. Navigate: Go to Sales CRM > Reports & More > Lead Source Reports.

2. Select Filters: Choose the desired Time Period and Pipeline to narrow down the data.Click Apply Filters to update the report.

3. Customize Columns: Use the Show/Hide Columns option to display only the metrics that matter most to you.

4. Analyze Metrics: Review the performance of each lead source across all key metrics. Identify which sources are generating the most revenue, have the highest conversion rates, or are taking the least time to close.

5. Download Data: Click the Download CSV button to export the report Customize Columns:

Benefits of the Lead Source Report

• Optimize Marketing Spend:

Quickly identify which lead sources deliver the best ROI, so you can allocate your marketing budget more effectively.

• Improve Sales Strategies:

Understand which channels produce high-quality leads and which need improvement, helping your sales team focus their efforts where they matter most.

• Faster Decision Making:

With real-time data and easy-to-use filters, you can make informed decisions quickly and adapt your strategies as needed.

• Enhanced Reporting:

Export data as a CSV for deeper analysis, presentations, or sharing with stakeholders.

• Track Performance Over Time:

Monitor trends and changes in lead source effectiveness by adjusting the time period filter.

If you still have questions or need more help, feel free to reach out to us at care@refrens.com OR message us on chat support for quicker assistance!

Updated on: 28/07/2025