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Lead source performance help

Lead source performance helps owners understand which channels create leads, conversions, and return on spend.

What it does

  • Compares leads, conversions, revenue, expense, cost per lead, cost per click, return on spend, and profit or loss where allowed.
  • Uses connected ad data when available and manual expense when needed.
  • Shows which sources deserve more budget and which need review.

How to use it

  • Connect ad integrations when possible.
  • Use Add Manual Expense only for missing or adjusted spend.
  • Filter by date range, source, provider, campaign, and spend type.

Common checks

  • Sales users do not see spend, cost, return on spend, or profit fields.
  • No spend means financial metrics stay empty or zero until real data exists.

Need business-specific help?

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