Leads By Contact & Marketing Source Reports

All items shown in this article are relevant to Leads by Contact Source and Leads by Marketing Source reports. 

In the Leads section of Reports, you can see a breakdown of your leads under the By Marketing Source report.

In this article, we will discuss the features of the Leads by Marketing Source report.

When opening the Leads By Marketing Source report, you will see a bar graph that breaks down the average fees by specific case type.

You can change the view of the graph by selecting any of the four boxes at the bottom of the graph. The different viewing options in Lead Docket are:

• Vertical Bar Graph
• Horizontal Bar Graph
• Line Graph
• Pie Chart

At the bottom of the report, you can see a full list of Marketing Sources for the time frame you choose. From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet.

At the top right hand side of the screen, there are three ways to further sort this screen. You can sort by Offices, by Filters, or by Views.

Sorting by office will sort all revenue by source, by the specific office you choose, or by all offices.

Sorting by filters will allow you to sort the data by All Leads, Wanted Leads, or Signed Leads.

Sorting by views will allow you to sort the data by a given time range.

You can also view details of a specific source by simply clicking the colored bar of the source you wish to view.

For example, clicking the Website bar will take you to a new bar graph that breaks down the Website leads even further. This bar graph breaks down the Marketing Source Lead into their specific Statuses.