Put your lead vendors side by side, and see who converts before you look at what each one costs.
2 minutes · Anyone who can see Leads
1
Open Leads from the menu. It opens on Conversions.
2
Press the date button at the left of the filter bar and pick a month, YTD, All Time or Custom.
3
Beside Attribute by, choose Sale month or Lead month.
4
Scroll to Provider Breakdown. Each vendor has one line, with a Total line at the bottom.
5
Read Lead conversion % first.
6
To split each vendor, choose Lead type, Profile or Both beside Split by, then press Expand all.
Sale month counts the policies written in the period, even from older leads. Lead month counts the policies from leads received in it.
Leads billed: leads you were charged for, after credited returns.
Lead conversion %: leads converted ÷ leads billed.
Policies per lead can pass 100%, because one household can buy several policies.
Add the cost columns
1
Press Columns above the table.
2
Under More columns, tick Lead spend, Cost per lead, Cost per policy or any other you want.
For cost and return together, choose the Marketing ROI tab. The Source Breakdown table shows Spent, Policies, Cost per policy, Premium, You earned, Return and Pays back for each source. Read the ROI page explains each one.
Frequently Asked Questions
Why does a vendor show policies but no leads billed?
Its sales in this period came from leads received earlier, so the vendor is tagged Aged. Switch Attribute by to Lead month to tie results to the month the leads arrived.
Who can see this comparison?
The owner, and a Custom member given the Leads page. Basic access does not include it.