How do I read the Marketing Reports?

The following are descriptions of what each report in the Marketing section on the Reports tab.

Marketing

Accounts by Lead Source [Summary]

Field Description
Lead Source Name of Lead Source
Accounts Number of Accounts

 

Accounts by Lead Source [Detailed]

Field Description
Acquisition Date Indicates the date the customer first began service.
Account Account name in a link.
Company Only shows if the account has a business name as well.
Address1 Address of Account
City City of Account
Lead Source Note Only shows for those lead sources that have a note.
Pmt Totals Payment amount on the invoice that the lead source is attached to.

 

Invoices by Lead Source [Summary]

Field Description
Lead Source Name of Lead Source
PCT% Percentage of total Lead Sources
Invoices Number of Invoices

 

Invoices by Lead Source [Detailed]

If an invoice has a completed date in the specified date range then list it. The total is how much each invoice gave, average is how much the average return of an invoice with the specified lead source returned. The Address, City and Zip are of the Site where the invoice took place at.

Field Description
Date Completed Shows the day the Order was Invoiced.
Invoice No. Specific Invoice number with a link.
Total Total amount of the Invoice.
Account Customer Account name with a link.
Address1 Address of Account
City City of Account
Zip Zip code of Account
Pre-Tax Total Shows grand total of Invoices before tax.

 

Campaign Results

This report was built to show how each of the marketing lead sources are performing. Keep in mind that campaigns are considered lead sources insofar as you can select them on a work order or invoice in the lead source field.

Field Description
Campaign Name of the Campaign
Type Type of Campaign: Mail, Email, Lead Source, Export or Call List.
Responses Number of responses, tracked as Work Order and Invoices.
Conversions Number of Invoices tracked with this Lead Source.
Conversions % Percentage that indicates how many responses turned into conversions.
Revenue Amount of invoice from the Invoices.

 

Account Referrals [Summary]

Field Description
Account Referring Account
Responses Number of responses, tracked as Work Orders and Invoices.
Conversion Number of Invoices tracked with this Lead Source.
Not Converted Orders that are not Invoices.
Conversion %  Percentage that indicates how many responses turned into conversions.
Revenue Shows the dollar amount of the Invoices.

 

Accounts Referrals [Detailed]

Details which account converted and the invoice that they’re associated with. This report looks the same as the Account Referrals [Summary] except with more detail. The invoice numbers are provided, as well as the referred account.

    • Note: With this report, it’s not possible to have greater than 100% conversion rate.

 

New vs. Repeat Invoice Customers

Invoices within the date range are counted for the report. If a customer only has one invoice accredited to them, they are considered New Customers. Any customer with more than one invoice, regardless of the date range, are considered Repeat Customers.

 

Sales Conversion Rates

This report calculates conversions, close rates, and revenue within a specified date range.

Field Description
New Account Shows amount of Accounts for the date range.
New Clients Qualify if they have a new Account entered and a new Order entered inside the date range.
Old Prospects Customers in the system prior to the date range but with no orders against it.
Repeat Clients Customer already in the system with previous orders.
Orders Non-invoiced Orders
Invoices Invoiced Orders
Close Rate Order that become Invoices.
Revenue Income based and shows what account each group has brought in.

One Response to “How do I read the Marketing Reports?”

  1. Ash Downing

    Is there a way to see conversion rates for each sales person?

    Reply

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