How to find your Source Report
Click on the Reporting icon in your left toolbar In the dropdown list of reports you’ll see on the left, click into the Source Report to explore.
Leads by Source Report
We built the Lead Source Report to show you which of your sources are bring in the most leads, this way you know where to focus your marketing efforts towards.
All lead sources will be displayed in a list format, with the highest sources first. By default, this report will show "Qualified Leads", which are the number of qualified leads received from each source.
What are Qualified Leads?
All leads left after removing Spam leads and “Other”, and Binned from Incoming.
Head over to Boxly's AI Assist: Classifying Leads article, for the pull run down on Qualified Leads: Boxly's AI Assist: Classifying Leads
For example it will say something like:
Last refreshed: 7 minutes ago
Click on a lead source to show you the actual leads in a list format. Available filters include: User, Channel, Label, Box, and Source type (Paid and Unpaid).
What are Milestones?
Milestones are a flexible way to track all the meaningful moments that happen in your pipeline, they are the key checkpoints in your sales journey that help you measure lead progression.
They’re tied to your Boxly Stages, so as leads move through your pipeline, Boxly automatically tracks when they pass each milestone.
If you want to add the values of the milestones as columns to your view, simply click on the top “Milestones” button and select the milestone you want to display.
Filtering your Source Report
Click on “Add Filter” Select the filter you want applied, like Source type & Channel
The Filter’s options will appear next to “Add Filter”, select the specific filter within the category you chose. you can chose as many as you want.
Click “Apply Filter” button on the right and yout filter will apply to your report, when you’re done simply click on the red “Clear Filter” button that appears once you’re in a filtered view.
Location Filter: Only applicable if you’re on the Multi-Location Plan
You can also filter your Lead Sources by your locations.
Export your Source Report
Click on the top “Export” button to export your report.
If any filters are active, your exported report will only reflect the data you’ve chosen.
In the example below your Source Report will be filtered by the Milestone you’ve chosen.
You can export into .csv & .xlsx formats
