FAQ ID # 353
How to track lead sources
Last Update : 2018/10/23
Rating : Not Rated
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Question / Issue
What is the Lead Source Report and how do I run it?

Answer / Solution

A Lead Source Performance report provides a detailed analysis of how your agency gets new business.

To access the report, hover over Reports at page top, and select Advanced.

The Lead Source section provides two different reports:

Closing Ratio

These reports provide the tools for an agency owner or manager to be able to conduct in-depth analyses on the auto and home quoting/binding activity by lead source.

Some examples of reports in this section include:

  • Quotes by Lead Source can be measured on:
    • Number of Quotes Entered in a specified time frame
    • Number of Quotes Modified (existing quotes that were changed) in a specified time frame
    • Number of Quotes Entered and/or Modified in a specified time frame
    • Number of Quotes Bound in a specified time frame 
  •  In addition, certain comparisons can be made to extend the analysis, such as:
    • Quotes Entered compared to Quotes Bound
    • Specified time frames compared to other specified time frames (i.e. Jan 2011 vs Jan 2012)

The results for each report can be viewed in visual graphs such as bar graphs or pie charts as well as in list form.
In addition, specific data for each quote record can be exported (in data graph mode) to a PDF, Excel or CVS file.

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lead source reporting report

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