Lead Sources

The Lead Sources page tracks where your leads are coming from, this makes it easy to measure which channels are generating the most customers.

Lead Source List

• View all existing sources with status, total leads, and created date.

• Use the Create Lead Source button to add a new one.

• Toggle sources active/inactive as needed.

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Lead Source Details

Clicking a source opens a detailed view with three tabs:

1. Bookings

• See total bookings and dispositions (from forms or calls).

• Visualize booking mix and share by type.

• Track outcomes such as Do Not Contact, Not Interested, Transfers, and Total Calls.

2. Revenue

• Monitor revenue, gross profit, margin, and pipeline value.

• Compare stage amount vs. profit across the sales funnel.

• See a revenue mix of pipeline vs. won deals.

3. Funnels

• Track deals through funnel stages (New Lead → Contacted → Qualified → Proposal Sent → Closed Won/Lost).

• View conversion rates per stage.

• See overall win rate and median step conversion.

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Best Use Cases

• Measure which ad campaigns or channels generate the most value.

• Compare sources by bookings, revenue, and win rate.

• Optimize marketing spend based on source performance.