Lead Source Report

This report displays the number of leads which came from each of the lead sources.  It is an industry standard to track your leads and from which source and the best performing source. This report is versatile enough to filter leads by source and track by lead owners and their status during a timeframe that leads were added to the system. 

For example, for the Inquiry Date set to Current Year to acquire the Year to Date figures. Filter on Closed leads to view who and from what source has the highest number.

It includes an easy to read graph and users can export this information to Excel or PDF or Printer. In addition, the report includes Co-applicant leads. If you do NOT want to include the co-applicants, simply do not select the check box "Exclude Co-Applicant Records".

Sales > Reports > Lead Source Report.





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