Step 1: Open the Lead Source Comparison Dashboard
Navigate to:
Data → Comparison Dashboard → Lead Source
Step 2: Review Company-Wide Data
The first row displays the overall company performance metrics.
Step 3: Review Lead Source Performance
The dashboard breaks down performance metrics by each lead source.
Example Lead Sources:
Direct Mail
PPC
Cold Calling
Driving for Dollars
Referrals
Step 4: Review Performance Categories
The dashboard tracks:
Marketing Metrics
Sales Metrics
Activity Metrics
Revenue Metrics
Step 5: Identify Top Performing Lead Sources
Green numbers indicate the top-performing lead source for a specific metric.
Example:
Most Leads Assigned
Most Connected Calls
Highest Revenue
Step 6: Compare Specific Lead Sources
You can filter the dashboard to compare selected lead sources only.
Example:
Direct Mail
PPC
Step 7: Select a Time Period
Filter dashboard data by:
Month
Quarter
Year
Custom Date Range
Step 8: Customize Dashboard Metrics
Choose which metrics to display or hide on the dashboard.
Example:
Hide Revenue Metrics
Show Activity Metrics Only
Show Marketing KPIs Only
Step 9: Save the Dashboard View
Save customized dashboard views for future use.
Result
The Lead Source Comparison Dashboard helps users:
Compare lead source performance
Identify top-performing marketing channels
Track marketing and sales KPIs
Analyze revenue by lead source
Monitor communication activity
Create customized comparison reports