Client Based Reporting based on Lead Source
T
Toni Stone
i'm unable to run any kind of report with the lead source as the key point but then be able to drill it down. For example Client A initially came from Google but second job has a lead source returning customer. I'd like to run a report that shows me the lifetime spend of all customers that first lead source was: google
Second example: Client B was a referral - they've used us 5 times. What frequency do my customers with an initial lead source of referral return?
Kristian
Hi Toni Stone -- Kristian from Workiz here. I think our new custom reporting tool may be able to solve this for you.
It sounds like you're updating the ad source to something like "Returning" after the first job. I'd recommend keeping the original ad source as is and capturing the "returning customer" information using a job tag.
From there, you can create a custom job report: Filter the data to only show jobs with that tag and group the results by source. The report should display cumulative job data for each ad source, including total jobs, total job revenue, and more.
Here's an article on the new custom reports tool: https://help.workiz.com/hc/en-us/articles/34512313549073-Create-tailored-business-insights-with-Custom-Reports-New