When creating your customers in Ascora, you might want to add a lead source and you can access one of the reports called Lead Source Analysis which gives you an overview of new customers by Lead Source and the value and profit of completed jobs by Lead Source.
This is helpful when you want to track which lead sources are producing the most profit or you can use the data to improve business strategies. In order to use this feature, you must first add your lead sources.
Adding a Lead Source
1. Go to Administration → Customers and click Add New under Customer Lookups.
In this example, we've added lead sources such as Facebook, Google, Community News, etc.
2. After adding your lead sources, click the Save button located at the right side of the screen.
Selecting a Lead Source for a Customer
1. Go to Customers menu and select one of your customers and click Details tab.
2. Scroll down and look for Lead Source field in the left panel.
In this example, we have a lead source selected as Community News for this customer.
Accessing Lead Source Analysis report.
1. Go to Reports menu and select Lead Source Analysis.
2. Select a date range and you can see an overview of job value and job profit based on lead sources. You can also see a pie showing the percentage of each lead source.
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