Marketing analysis: which campaigns and sources work
Leads, qualified, visits, bookings, cost per lead and response time per campaign and per source, plus where and why follow-ups were lost.
Opening the report
The report is at Marketing › Marketing reports (and under Reports › Marketing analysis for admins and executives). Pick a period at the top right: Last 30 days, Last 90 days or Last 12 months. The period counts leads whose enquiry was created in that window, across the whole company.
The tiles
- Leads: enquiries created in the period, split into walk-ins and the rest.
- Qualified: leads now at Qualified, Visit scheduled, Visit done, Negotiation, Booked or Closed.
- Booked: leads now Booked or Closed. Lost: leads now Dumped. Each shows its share of leads.
- Avg response: the average time from the lead arriving to the assigned rep’s first logged action on it (see How numbers are counted).
- Untracked: leads that carry no campaign. A high number means lead sources are not linked to campaigns.
The tables
- Campaigns: every campaign (including ones with no leads) with Status, Budget, Leads, Qualified, Visits, Booked, Lost, Cost / lead, Cost / booking and Avg response.
- Lead sources: the same counts by how the lead came in: walk-ins, partners, portals, ads, forms.
- Where follow-ups are lost: the stage a lead was at when it was dumped. Why they were lost: the dump reasons sales gave. Loss rate by source and Walk-ins vs the rest compare sources.
- Facebook form-level numbers (per form and ad, including Click-to-WhatsApp conversations) are on the Facebook card under Marketing › Integrations, in the Forms and campaigns table.
Updated on 29 October 2026