Lead Sales Report

Filtered Data

This report is filtered based on your division settings:

• Function: Operational
• Work Type: Full Project, Service

The Lead Sales report shows what the leads from each source or campaign went on to sell. For leads created in a date range that are now won, it totals the sold amount per source or campaign, each one's share of those sales, and the average margin. Use it to see which sources and campaigns bring in the leads that turn into revenue.

Accessing the Report

Reports > Marketing > Lead Sales

Which Projects Are Counted

A project is counted when it was created in the date range and is now in a Won stage. The date range is the lead's created date, not its close date: the report answers "what did the leads that came in this period sell?"

Deleted projects, projects on deleted contacts, and projects marked as non-sale are left out. Only sources and campaigns with won projects in the range are listed.

Report Types

The Type filter picks what each project is counted against:

Type	Each project is counted under
Source	Its source
Secondary Source	Its secondary source
Primary + Secondary Source	Its source and its secondary source
Campaign	Its campaign
Secondary Campaign	Its secondary campaign
Primary + Secondary Campaign	Its campaign and its secondary campaign

The type names follow your company's labels for these fields. They are the same types as on the Lead Count report.

In the Primary + Secondary types, a project whose source and secondary source differ appears in both rows. When both fields hold the same source, it appears in that row once.

Report Columns

Column	Description
Name	The source or campaign (the heading follows the selected type)
Sold Amount	Total sold amount of the row's won projects
Make Up %	This row's share of the sold amounts in the table. The rows always add up to 100%
Margin Avg %	The average margin of the row's won projects. Projects with no margin entered are left out of the average
Margin Total	Sold Amount × Margin Avg %

Click any column heading to sort by it. The report opens sorted by name.

Total Row

The Total row counts each project once. In the Primary + Secondary types a project can appear in two rows, so the Total Sold Amount can be lower than the sum of the rows above it. The Total Margin Avg % is the average margin over the same projects as the Total Sold Amount.

Available Filters

Filter	Description
Created From / To	The project created-date range. Defaults to January 1 through today. Presets pick common ranges
Type	What projects are counted against (see Report Types)
Division	Only projects in this division. Shown when your company does not use the Division / Function / Work Type filters
Division / Function / Work Type	Shown instead of the single Division filter when your company uses them. See the data scope note at the top of this page

Filters are kept in the page address, so you can bookmark or share a filtered view.

Drill-Down

Click a row to see the won projects behind it. The list uses exactly the same filters as the report, so its count and Sold Amount total always match the row you clicked.

Column	Description
Project ID	Click to open the project
Client	Client name
Project Title	The project's title
Predicted Budget	The project's predicted budget
Sold Amount	The project's sold amount
Margin %	The project's margin

More projects load as you scroll. Click a column heading to sort the whole list. Export CSV in the dialog downloads every project behind the row, not only the ones loaded so far.

Export Options

Click Export CSV to download the table as shown — same sort order — with the Total row.

Prerequisites

1. Sources and campaigns configured in Settings > Sales & Marketing > Sources and Campaigns
2. Sources or campaigns set on projects — won projects with none are not counted
3. Margins entered on projects for the margin columns

Related Reports

• Lead Count - Leads per source or campaign, by stage
• Lead Cost - Marketing spend per lead
• Leads & Sales by Project Type - Leads and sales per project type