Lead Source Performance

Open Business > Reports, then the Lead Sources card, or go straight to /reports/lead-sources. It has its own page and report-tab entry (labeled Lead Sources on the hub), and shows which sources created the best opportunities in the selected date and location range, which reps closed accepted work, and how accepted revenue was attributed.

This report does not record marketing spend, so it cannot calculate ROI or cost per lead. Its commission amount applies the current/default source rate to accepted work; it is a model, not a commission-payment ledger.

Filters

The report uses the page's date range and location filters. Use the Module filter to view All Modules, Residential, Commercial, Fleet, or Holiday Lights. Changing a filter reloads only this report, so an unrelated report error does not replace a valid result. Export uses the same date, location, and module selection currently shown.

KPI Stats

The four summary cards call out:

• Revenue: accepted estimate value in the selected acceptance window
• Win Rate: won divided by sent for leads created in the selected range
• Leads: leads created in the selected range
• Modeled Commission: the current/default source rate applied to accepted work

The report also shows a Revenue by Source chart. Upsell revenue means accepted work for a client who already has qualifying completed work or a sent invoice before the current acceptance. Brand-funded revenue is available as an API aggregate; the V1 CSV carries Brand Source as Yes/No beside each source's Revenue rather than adding a separate brand-revenue column. Neither is an additional visible card or table column.

Total revenue books by the acceptance date, while lead volume and win rate book by the lead's own creation date. Those are two different windows on purpose (a deal from an older lead can still close, and book its revenue, in a later period), so the two can legitimately disagree for the same source.

Lead Source Performance Table

The table shows one row per lead source:

Click a table heading to sort the rows. The accepted-revenue denominator is the acceptance cohort, so an older lead can contribute revenue in a later period even when its lead count belongs to an earlier period.

The source rate is the current/default saved Commission rate (%) used for the modeled amount. It does not rewrite accepted prices, payment cash, payroll, or the existing commission ledger. The CSV also includes numeric Upsell Revenue, Revenue Per Lead, and Top Rep Revenue for each source.

Reading the Data

• Which sources close best? Sort by Win Rate.
• Which sources create the most money per accepted estimate? Sort by Avg

Deal Size.

• Which sources produce the most accepted value? Sort by Revenue.

Best Uses

• Look past raw lead volume; Avg Deal Size separates volume from accepted value.
• Use the module filter to compare the same source across business lines.
• Export the report (lead_source_roi) for a longer-range view; see

Reporting Overview