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 on 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 - 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 - calculated based on the Client Source Campaign’s Total Expenses per converted lead or client.
• ROI % - calculated as a percentage of profit earned (ROI $ - Total Expense) / 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 / Distribution Quantity.
• Avg Recovery $ - ROI $ per Sale in between the campaign start date and X days after, where X is the Recovery Days specified.
• Cancellations
• Avg Retention Days - the average number of days a converted Lead or Client was active until they cancelled.