improveit 360's Source Cost Performance Report joins together two Report Types: Sources, with Lead Sources with or without Appointments and Sales, and joins that Report Type with Sources with Source Costs. This allows us to compare Lead data like the number of Leads taken, number of Appointments Set, and number of Sales during a specific time frame, and compare that to the Amount of marketing dollars spent during the same time frame.
Cost per Lead - the cost of each Lead Source gathered in this time frame based upon the Source
Cost amount entered and the number of Lead Sources collected.
IF([Sources with Lead Sources with w block 1]i360__Lead_Source__c.i360__Lead_Sources__c:SUM=0,0,
[Sources with Source Costs block 2]i360__Source_Cost__c.i360__Amount__c:SUM/
[Sources with Lead Sources with w block 1]i360__Lead_Source__c.i360__Lead_Sources__c:SUM)
Cost per Issue - the cost of each Issued Appointment ran in this time frame based upon the Source
Cost amount entered and the number of Appointments Issued.
IF([Sources with Lead Sources with w block 1]i360__Appointment__c.i360__Issue1__c:SUM=0,0,
[Sources with Source Costs block 2]i360__Source_Cost__c.i360__Amount__c:SUM/[Sources with Lead Sources with w block 1]i360__Appointment__c.i360__Issue1__c:SUM)
Cost per Demo - the cost of each Demoed Appointment ran in this time frame based upon the
Source Cost amount entered and the number of Appointments Demoed.
IF([Sources with Lead Sources with w block 1]i360__Appointment__c.i360__Demo__c:SUM=0,0,
[Sources with Source Costs block 2]i360__Source_Cost__c.i360__Amount__c:SUM/[Sources with Lead Sources with w block 1]i360__Appointment__c.i360__Demo__c:SUM)
Cost per Sale - the cost of each Sale created in this time frame based upon the Source Cost
amount entered and the number of Appointments resulted as Sold.
IF([Sources with Lead Sources with w block 1]i360__Appointment__c.i360__Sold__c:SUM=0,0,
[Sources with Source Costs block 2]i360__Source_Cost__c.i360__Amount__c:SUM/[Sources with Lead Sources with w block 1]i360__Appointment__c.i360__Sold__c:SUM)
ROI % - the return on investment for each Source calculated by subtracting the Source Cost Amount
from the total Sold Price dollar and dividing the result by the Source Cost Amount.
([Sources with Lead Sources with w block 1]i360__Sale__c.i360__Sold_Price__c:SUM - [Sources with Source Costs block 2]i360__Source_Cost__c.i360__Amount__c:SUM) / [Sources with Source Costs block 2]i360__Source_Cost__c.i360__Amount__c:SUM
ROI $$- the return on investment for each Source calculated by subtracting the Source Cost Amount
from the total Sold Price dollar Amount.
[Sources with Lead Sources with w block 1]i360__Sale__c.i360__Sold_Price__c:SUM - [Sources with Source Costs block 2]i360__Source_Cost__c.i360__Amount__c:SUM