What is a lead source?
A lead source identifies where an enquiry came from. Source Performance groups leads by their saved source identifier and compares outcomes with tracked source costs. It is not an independent audit of every customer journey or ad platform conversion.
The existing canonical public URL is /help/source-tracker. The app’s Source Performance workspace is /app/source-tracker.
Naming and mapping sources consistently
- Review existing source names before importing or setting up capture.
- Reuse the same source for the same channel rather than creating spelling variants.
- Check connected campaign-to-source mapping before expecting ad costs and lead revenue to appear together.
- When totals look split, inspect source identifiers and mappings; do not delete historical records merely to simplify the chart.
Reading the metrics
| Metric | How to interpret it |
|---|---|
| Leads / Converted / Conversion | Source lead count, converted count and converted ÷ total leads. |
| Revenue | Known base-currency converted revenue, not expected deal value. |
| Total expense | Base source cost plus dated manual and synced spend. |
| Profit / loss | Converted revenue minus total tracked source cost. |
| Return on spend | Profit ÷ tracked source cost × 100; the interface’s ROI field is this net return. |
| Cost / lead; Cost / click | Tracked source cost divided by lead count or tracked clicks. |
| Average deal value / Pipeline | Average converted revenue or expected value of open leads, using known base-currency values. |
Manual and synced spend
- Connect Google Ads or Meta Ads and check account selection, sync status and mapping.
- Use Add Manual Expense for missing/offline costs—not a second copy of already synced spend.
- Set the correct source, date and amount. Review the Expense ledger / Spend ledger entries included in the range.
- Compare manual, synced and total columns before interpreting profit.
Attribution and currency limitations
Lead outcomes are attached to the source saved on each lead; advertising spend is attached through the configured provider/campaign mapping. This is not a promise of multi-touch attribution or a match to the provider’s own reporting window.
Financial summaries use known base-currency values. Amounts without a valid cross-currency base value can be flagged as incomplete rather than silently included as if currencies were interchangeable.
Comparing sources fairly
- Choose the same date range and comparable provider/campaign filters.
- Review lead volume, conversion quality and known revenue together.
- Inspect cost coverage, profit and return on spend before increasing budget.
- Open weak-source leads and check their next actions; poor follow-up can distort a channel’s apparent quality.
Google Ads and Meta Ads data
Google Ads Direct Connect reads accounts, campaign performance, attribution and supported lead-form data. Meta Ads Direct Connect reads aggregate campaign spend/performance and attribution; it does not import individual leads in the current scope.
Selection, sync readiness, permissions and campaign mapping affect what becomes available. Do not assume a connection alone supplies all historical spend or every enquiry.
Filters and financial visibility
Use date range, source, provider, campaign and spend type where available. Sort by Most leads, Highest return on spend, Highest profit or Highest cost to answer a specific question.
Source financial views are role-restricted. Sales members do not see spend, cost, profit, ROI, CPL or CPC. A colleague’s totals may reflect different visibility and filters.
Troubleshooting
ROI looks wrong
The Return on spend calculation uses net profit divided by tracked cost. Check manual expense duplication, base costs, synced spend and the selected dates.
Revenue is missing
Check the lead’s converted outcome and actual converted revenue, source association and known base-currency value. Expected value is not recognized revenue.
A source is missing or duplicated
Inspect source naming, source filters and campaign mappings. Similar display names do not guarantee the same saved source.
Totals differ from the ad platform
Align date windows and account/campaign selection, then inspect sync timing and source attribution. Provider conversion rules need not equal RevenueLancer’s lead outcomes.