Marketing Lead Source Reporting

[EmmaClearpoint (Emma)]

Hello,

I am trying to figure out how to create a table that shows me:

1. The amount of money i’ve spent on a lead source
2. Leads taken
3. Leads set with appointment
4. Leads sold
5. Leads canceled
6. Cost per lead

Then be able to adjust the date range on report to whatever i need.

I know this type of report is possible because I have seen it on Salesforce but I can’t get it here. I have attached a screen shot of what the salesforce version looks like.

[sl1nna (Sami Linnanvuo)]

@EmmaClearpoint You might want to take a look at the Table chart, which is part of
Analytics & Reports add-on by Screenful. You can select any property (such as lead) to represent rows, and you can configure each column separately. So you can set one column to represent leads taken, another to represent leads sold etc. For the Cost per lead, you may need to specify a formula. You can learn more about it from this guide.

Here’s an example chart:

Here’s the guide to get started with 14 days free trial. Also feel free to DM me any questions.

[EmmaClearpoint (Emma)]

Thank you for this!!