Client Source Campaigns Report

This report shows Source Campaigns along with their costs, Returns on Investments (ROIs), and response rates in a defined time frame. You can filter by date, source, and recovery days (the amount of time it takes to convert the Account from a lead to a client):

Many of the columns in this report are very unique, so there are some column definitions at the bottom of the report in addition to the definitions here:

• Source - The name of the Source Campaign.
• Start - The start date of the Source Campaign.
• End -The end date of the Source Campaign.
• Distribution Qty - The number of Accounts that the Sales Campaign was sent to.
• Total Expense - The total expense of distributing the Sales Campaign.
• Responses - For non-Upsell Client Source Campaigns, a response is a lead, converted lead, or client whose Source matches the Client Source Campaign's Source and whose Lead Acquired Date (or Client Since Date) falls into the Client Source Campaign's date range. For Upsell Client Source Campaigns, a response is a lead, converted lead, or client who had any number of Estimates or Jobs with the same Source as the Client Source Campaign's Source and whose Estimate Date or Date Sold falls into the Client Source Campaign's date range.
• Cost Per Lead - The Source Campaign's Total Expenses per Response.
• Sales - The number of sales that are a converted lead or client.
• Conversion Rate - The percentage of total recipients that become a client based on this Sales Campaign.
• Cost Per Sale - This is calculated based on the Client Source Campaign’s Total Expenses per converted lead or client.
• ROI % - This is calculated as a percentage of profit earned (ROI $ minus Total Expense divided by Total Expense).
• ROI $ - For non-Upsell Client Source Campaigns, this is the sum of all invoices (pre-tax). For Upsell Client Source Campaigns, this is the sum of all invoiced jobs sold under the campaign.
• Response Rate - The number of responses proportional to the distribution quantity (Responses divided by the Distribution Quantity).
• Avg Recovery $ - Calculated based on ROI $ per Sale during the campaign start date and X days after, where X is the Recovery Days specified.
• Cancellations - The number of Lead or Client cancellations.
• Avg Retention Days - The average number of days a converted Lead or Client was active until they canceled.