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.
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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