Leads by Zip Code

Filtered Data

This report is filtered based on your division settings:

• Function: Operational
• Work Type: Full Project

See where your leads come from and what they are worth. Each row is one zip code, with the leads that originated there broken down by outcome and the sales those leads produced. Click any row to see the individual projects behind it, complete with client addresses, and export that list.

Leads are grouped by the job site address on the project, not the client's billing address.

Accessing the Report

Reports > Marketing > Leads by Zip Code

Columns

Column	Description
Zip Code	The job site zip. US companies see five digits (ZIP+4 rolls in); others, the full postal code
Open	Leads still in an open stage
Won	Leads that reached a Won stage
Lost	Leads that reached a Lost stage
Deferred	Leads that reached a Deferred stage
Total	All leads in the zip — Open, Won, Lost and Deferred combined
Closing %	Won ÷ (Won + Lost), as a percentage
Average Sold Amount	Total Sales ÷ the number of Won leads
Total Sales	Combined contract value of the Won leads, including signed change orders

A Total Company row at the bottom of the table sums every zip currently shown.

The report's name in the menu and page title, the zip column, and the State and Zip columns in the drill-down all use your company's own labels for those address fields. A Canadian company that calls them Province and Postal Code sees Leads by Postal Code, and those column names here and in the CSV exports.

info

Closing % measures decided leads only. Deferred leads count toward Total but are deliberately left out of the Closing % calculation — a deferred lead has not been lost, so counting it as a missed close would understate your closing rate.

Leads with no zip code

Projects whose job site has no zip on file are grouped into a single (No zip code) row ((No postal code) if that is what your company calls the field) rather than being dropped from the report. Open that row to see which projects are missing an address.

Available Filters

Filter	Description
Created Date From / to	The date range the lead was created. Defaults to January 1 of the current year through today
Source	The lead's primary marketing source
Campaign	The lead's primary campaign
Salesperson	The salesperson assigned to the lead
Division	The project's division. Companies that differentiate their divisions also get Function and Work Type filters

Filters combine — each one narrows the result further, and they apply to the drill-down list as well as the summary table. Clearing a filter restores the wider result set.

tip

Your filter selections are stored in the page address, so you can bookmark a filtered view or paste the link to a colleague and they will see exactly the same numbers.

Drilling into a Zip Code

Click any zip code row to open Lead Zip Code Details for that zip. The list shows one row per project:

Column	Description
Project ID	The project identifier
Project	The project title
Client	The client's name
Address, City, State, Zip	The job site address
Stage	The project's current stage
Sold Amount	Contract value, including signed change orders
Source	Primary marketing source
Campaign	Primary campaign
Salesperson	Assigned salesperson

The list loads more rows as you scroll. Click any column header to sort; click again to reverse it.

Export Options

Both views export to CSV:

• Export CSV at the top of the report downloads the zip code summary, including the Total Company row.
• Export CSV inside Lead Zip Code Details downloads every project in that zip code — not just the rows you have scrolled to — with the filters and sort order you currently have applied.

Understanding the Report

• One row per five-digit zip in the US. 63122 and 63122-1234 are the same row.
• One row per full postal code everywhere else. For a company outside the US, V6E 1Y5 and V6E 1A1 are separate rows, and each row shows the postal code exactly as it was entered on the address.
• Sales counted are won sales. Total Sales and Average Sold Amount only count leads that reached a Won stage, so an open lead with a predicted budget contributes nothing.
• Change orders are included. Sold amounts reflect the project total including signed change orders, so they match what the project ultimately billed rather than the original contract alone.
• Deleted records are excluded. Projects and clients that have been deleted no longer appear.
• Leads without a job site are excluded. A project with no address has no zip to group under, so it does not appear in this report at all.

Using the Data

Marketing planning

Compare Total against Closing % by zip. High volume with a low closing rate points at the wrong message or the wrong audience; low volume with a high closing rate points at an area worth spending more in.

Service area decisions

Average Sold Amount by zip shows where your larger jobs come from, which is often a better guide to where to extend or trim your service area than lead count alone.

Territory and routing

Export a zip's project list to plan salesperson assignment or crew routing around real addresses.

Related Topics

• Lead Analysis — lead volume by source, campaign and project type
• Lead Cost — marketing spend against lead volume
• Project Locations — project geography on a map
• Client Referrals — leads that came from past clients