Lead Source Report - Revenue Drilldown
I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.
Anonymous
shared this idea
We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
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Michael Gochenour
commented
You can create this report on your own. It's relatively easy if you've set things up a certain way. Our Jobs have a custom field for Contract Amount. From there, we just create a Job report and properly filter/sort it to give us the exact report you're referring to.