Leads by Location Reports
Analyze the geographic distribution of leads to optimize marketing and service areas.
Accessing the Reports
Reports > Marketing > Leads by Zip Code
Key Metrics
| Metric | Description |
|---|---|
| Zip Code | Postal code |
| Lead Count | Leads from area |
| % of Total | Share of all leads |
| Sales | Deals closed |
| Revenue | Contract value |
| Conversion % | Lead to sale rate |
Available Filters
| Filter | Description |
|---|---|
| Date Range | Lead creation date |
| Source | Marketing source |
| Opportunity Type | Project category |
| Status | Open, Won, Lost |
Analysis Insights
Market Penetration
Identify where you're strong:
- High lead volume = known in area
- High conversion = good fit
- High revenue = premium market
Opportunity Areas
Find growth potential:
- Low leads, nearby to strong areas
- Competition gaps
- Demographic fit
Service Area Optimization
Define service boundaries:
- Where leads come from
- Where you win business
- Cost-effective coverage
Using the Data
Marketing Planning
- Target advertising by zip
- Direct mail campaigns
- Local event planning
- SEO/local search focus
Territory Design
- Salesperson assignment
- Production crew routing
- Vendor relationships
Pricing Strategy
- Premium areas
- Competitive areas
- Minimum project sizes by location
Geographic Patterns
Urban vs. Suburban
Compare lead patterns:
- Project types by area
- Average values
- Competition levels
Distance from Office
Consider:
- Travel time impact
- Service efficiency
- Pricing adjustments
Neighborhood Clusters
Look for:
- Word-of-mouth effects
- Referral networks
- Market momentum
Export Options
Click Export CSV to download:
- Zip code list with stats
- For mapping and analysis
- Marketing list building
Mapping Tips
Export data and use with:
- Google Maps
- Mapping software
- Marketing platforms
Visualize:
- Lead density
- Conversion hotspots
- Revenue concentration
Tips
- Review quarterly for trends
- Combine with source data
- Consider project type by area
- Factor in travel costs
Related Reports
- Lead Analysis - Lead sources
- Project Locations - Project geography
- All Sales - Revenue by area