Marketing Reports
Marketing reports help you analyze lead generation effectiveness, track referral sources, and measure the success of marketing campaigns and promotions.
Available Reports
| Report | Description |
|---|---|
| Employee Referral Report | Track referrals from employees and partners |
| Client Referral Report | Track referrals from existing clients |
| Promo Success | Measure promotion/campaign effectiveness |
| Lead Analysis | Lead counts and conversions |
| Lead Count | Leads per source or campaign, by stage |
| Leads, Appointments to Wins | Leads through appointments to wins, by division and by intake |
| Leads by Month | Leads and wins per month |
| Past Client Report | Past client outreach tracking |
| Weekly Call Report | Call activity analysis |
| Leads by Location | Geographic lead distribution |
Accessing Marketing Reports
- Click Reports in the sidebar
- Expand Marketing
- Select the specific report
Common Use Cases
- Weekly: Review call activity and new leads
- Monthly: Analyze lead sources and promo effectiveness
- Quarterly: Evaluate marketing ROI and plan campaigns