Lead Source ROI report

What it answers

Which lead sources (web form, referral, yard sign, social, phone) actually turn into collected revenue.

What's on the page

Table per source with leads, converted customers, and net collected revenue attributed once per customer.
Keep Source accurate when adding leads; the public request form sets web_form automatically.

Lead Source ROI report ranking lead sources by revenue. — Lead Source ROI report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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Customers & Leads

Add a lead

Capture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.

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Share your lead form

Put your public request form on yard signs, your website, social bios, and business cards with a link, an embed snippet, or a QR code. Requests land in Lead Management.

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How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

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Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

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Aging Receivables report

Outstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.

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At-Risk Customers report

Customers with no recent service or open agreement, ranked by past value, so you can reach out before they churn.

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