All items shown in this article are relevant to Revenue by Marketing Source, Revenue by Contact Source, Revenue by Case Type, and Revenue by Attorney.
In the Financial section of Reports, you can see various reports on the different financials relevant to your firm.
In this article, we will discuss the following reports under the Financial section:
- Revenue by Marketing Source
- Revenue by Contact Source
- Revenue by Case Type
- Revenue by Attorney
Revenue by Marketing Source
When opening the Revenue by Marketing Source report, you will see a bar graph that shows how much your firm received from the various marketing sources you have in place.
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 and a further breakdown of the finances. 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 two ways to further sort this screen. You can sort by Offices or by Views.
Sorting by office will sort all revenue by source, by the specific office you choose, or by all offices.
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.
This gives you a full list of every Lead that came in by that source.
You can view more details about the specific Marketing Source by clicking the "View Full Report" button at the bottom of the screen. (See screenshot above)
In this section, you can further sort the search criteria by configuring the following:
- Office - Filter by office, if your firm has multiple offices
- Case Type - Filter by case type (practice area)
- Begin and End Date - The time frame for the selected Date Field
- Marketing Source - Filter by marketing source
- Contact Source - Filter by contact source
- Attorney - Filter by the assigned Attorney
OR you can view the entire list of the report you generated by scrolling down to the bottom of the page.