Measure lead source ROI

The Lead source ROI table on Reports shows, for each lead source, what you spent, what it brought in, and whether it paid for itself.

#Set up your sources

The report is only as good as two things:

• Every lead and job has a lead source. Set it when you create the lead or job. See Manage leads.
• Each source has a monthly cost. Owners and admins enter it as Monthly cost ($) in Settings → Lead sources & pipeline.

#Read the table

Go to Reports and pick a period. Every active lead source is listed, highest revenue first.

Column	How it's counted
Spend	The source's monthly cost, prorated to the period (a 60-day period counts about two months)
Leads	Leads from this source created in the period, plus jobs from this source that didn't start as a lead
Jobs	Jobs from this source created in the period
Booking rate	Jobs out of leads
Cost / lead	Spend divided by leads
Revenue	Invoices issued in the period on jobs from this source (sent, partial or paid; deposit invoices aren't counted)
ROAS	Revenue divided by spend. Shown in red below 2.0x. A source with no spend shows ∞

#Making decisions with it

• A source with a high Cost / lead but strong Revenue may still be worth it. Look at ROAS.
• A low Booking rate can mean poor-quality leads, or slow follow-up. Check the Needs attention list on Home for leads nobody has contacted.
• Compare periods. Switch between 30, 60 and 90 days to smooth out a slow week.