The Value Per Lead by Lead Source template gives you clarity into how much a lead is worth x number of days, weeks, or months after they are created as a contact in your system.
Search for the Value Per Lead by Lead Source Template
To begin, click the “+” icon on your Dashboard and type value in the search bar. Then select the Value/Lead By Lead Source template.
Chart Tab
There are four chart types. You can also choose to stack the data by clicking the box.
You have the option to display the two averages of your data by clicking the Show Total Number box.
Options Tab
Navigate to the Options Tab and input the lead sources you wish to measure and decide how long you want to track revenue.
Next, determine your revenue calculation. You can either select “Use Invoice Totals” or “Use Payments Totals“.
Now you need to tell Graphly when to begin counting data as well as when to display it. This is done in the Contact created from area.
Lastly, select which value to show. There are three options: Show the value per lead, Show the value per customer, or Show both.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Once you have your criteria set, click Save Preferences on this Widget.
Relevant Articles
Create Your Free Graphly Dashboard
You don’t need to struggle to find the data you need from your Infusionsoft or Keap application. Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include:
- Tags Applied
- Tags Applied Goal
- Leads
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- Refunds
- Campaign Email Stats
- Text Widget Area
If you don’t already have a Graphly account, click here to get a Graphly Lite account so you can start making more informed decisions and grow your business.
