Overview
The Branding Revenue by Lead Source report helps you measure the effectiveness of your marketing efforts by tracking revenue, proposals, and lead conversion by campaign and channel. Whether you're running campaigns across multiple locations or testing different versions of an ad, this report gives you a clear view of ROI.
This report summarizes revenue and engagement by campaign. It's grouped by Channel (the source, like Facebook or Google Ads) with rows for each Campaign (specific efforts like “Spring Sale A” or “Winter Promo”), followed by a summary line for each channel.
Use it to:
- Measure revenue from specific campaigns
- Track conversion rates
- Compare results across locations
- Fine-tune campaign strategies
Settings and Navigation
To access the report, go to Dashboard > Reports tab:
Then select Branding Revenue by Lead Source
Report Modes
Use the toggle at the top of the report to choose between:
Contact Mode – filters by the date the contact was entered into the system
Invoice Mode – filters by the date the invoice was created
How they differ:
In Contact Mode, revenue is attributed to contacts created in the selected date range—even if their invoices happen later.
In Invoice Mode, only invoices created within the date range are included.
Tip: Don’t forget to click Refresh after switching modes.
Column Descriptions
| Column | Description |
|---|---|
| Channel | Main lead source (e.g., Google Ads) |
| Campaign | Specific effort within a channel (e.g., “Spring A”) |
| Contacts | Number of leads tied to the campaign (clickable to view) |
| Customers | Number of leads converted to customers (clickable to view) |
| Conversion | % of leads that became customers |
| Proposed | Total value of proposals created |
| Proposals | Number of proposals tied to the campaign |
| Revenue | Total from approved invoices (completed work) |
| Invoices | Number of invoices created |
| Average | Average invoice amount |
| Per Contact | Revenue per contact |
| Budget | Entered campaign budget (manual input) |
| Per Contact | Budget per contact |
| Spent | Total spend entered for campaign |
| Per Contact | Spend per contact |
Read about Campaign Budgeting >>
Drilling Down
The values in the Contacts and Customers columns are clickable and take you to detailed contact grids for more insights.
At the bottom of the report, you’ll find two downloadable .CSV files:
Proposal details: Includes contact names, emails, proposal totals, and statuses
Invoice details: Shows customer names, invoice amounts, and approval status
Interpreting the Report
- Revenue is only counted from approved invoices, giving you a true picture of completed work.
Campaign and channel data help you A/B test different versions, optimize spend, and make better marketing decisions.
All campaign and channel names are user-created—you can define and adjust them to suit your needs.
FAQs
Q: How do I switch between Contact and Invoice Mode?
Use the radio buttons at the top of the report to choose. Remember to click Refresh afterward.
Q: Can I download this report?
Yes. After applying your filters, click the Download button near the Refresh button to export the data.
Q: Why do some campaigns show $0 in the budget or spend columns?
Budget data must be manually entered by the user or franchisee. A campaign can still show up if a budget was entered but no leads were generated.
Q: What defines a “Customer”?
A contact becomes a customer by default when they have an invoice. However, your organization may override this with specific settings.
Q: Where can I find proposal and invoice details?
Scroll to the bottom of the report for downloadable CSVs containing detailed records.
Q: I’m not seeing expected results—what should I do?
Check your date range and selected mode. If issues persist, reach out to Support for assistance.
