Which source produced the money, and how sure you can be
One question only. Not how many leads, not how busy you were — which of the things you spend money on produced customers who paid.
Watch
What it does
What it answers
Source is kept on the contact
How someone first arrived is stored when they arrive, so a customer who pays six months later still carries where they came from.
Revenue is joined to that source
Paid invoices roll up against the source of the contact, so the report is money rather than enquiries.
Campaign numbers separate the adverts
A tracking number per campaign means calls are attributed as precisely as web forms are, which is where most trades' work arrives.
How it works
Getting the answer
- Make sure each route in has its own source: a number, a form, a page.
- Let it run for long enough to cover your normal sales cycle.
- Open the report and set the period to that whole cycle, not to last week.
- Compare revenue by source against what each source cost you.
Worth knowing
Worth knowing
- It credits one source. A customer who saw your van, asked a neighbour and then searched your name is recorded as a search.
- Word of mouth is undercounted by every system of this kind, including this one. It usually arrives as direct or unknown.
- A short period gives a confident wrong answer. Judge nothing on a fortnight if your jobs take two months to close.
Related
Related
Reporting and dashboards
The wider reporting, if this is not your only question.
The dashboard at a glance
What is on screen before you go looking for this.
Opportunity pipeline
Where the revenue being attributed here was tracked.
Give each route a source
Log in and check that every way a customer can reach you is separately identifiable. Then wait a full cycle.