Lead Source ROI is the report that tells you which marketing channels are actually paying off. It tracks new leads by source, then shows how many of those leads turned into paying customers.
Go to Reports > Customers > Lead Source ROI.
Summary: New Leads, Wins (paid in window), Total Revenue, Top Revenue Source. The detail table breaks out each source (SMS, Email, Messenger, Instagram, Chat, Contact Form, Walk-in, Referral, Manual) with leads created, wins, win rate, and revenue.
Use this report to answer
- Is my Instagram ad spend producing customers?
- Are referrals more valuable than walk-ins?
- Which channel has the highest revenue per lead?
Lead source comes from the customer record - either set automatically (a Messenger reply creates a lead with source=messenger) or chosen manually when a staff member adds a customer. Make sure your team is consistent about tagging sources for the report to be useful.