Source · channel lead_source
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Attribution · marketing marketing_source
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Conversion rate over time
Share of leads (by created date) that converted, per period. Follows the Created-date range + all filters above.
By creation date. Drag the slider to zoom.
By conversion date. Drag the slider to zoom.
Each lead flows from its channel group (or exact source), through the agent who created it, to its outcome — the agent who converted it, or Unqualified / Duplicate / Open. Links colored by channel. CONVERTED CALL-source leads with no recorded converter are credited to the call agent who logged them.
Volume per location. Hover for conversion rate.
Lead volume & conversion by channel
Grouped by channel group (lead_source). Each cell shows the current period, then the same-length prior period and its % change.
Digital attribution (ga_source)
Google Analytics traffic. 'Offline' = calls / walk-ins / manager. Each metric shows current, then same-length prior period + % change.
By the agent who created / owns the lead (created_by). 'System' (automated self-service) is excluded. Split into Human agents vs AI voice (Patty), with a subtotal row per category. Each metric shows current, then same-length prior period + % change.