Understanding which lead sources deliver results helps you allocate your marketing budget effectively.
The Lead Source Report in Mercury Nexus allows you to analyse performance across opportunity statuses and measure return on investment.
Generate a lead source report
To create a Lead Source Report:
Open the CRM app.
Select Reports from the left-hand menu.
Click Business Statistics in the top menu.
Configure your report filters
Select opportunity type
Choose the relevant Opportunity Type from the Transaction Type drop-down menu.
Group by lead source
Use the Group By drop-down and select Lead Source.
This will break down your data by each recorded source.
The report will automatically generate based on your selections.
View the data as a chart
You can visualise the report using:
Pie Chart
Column Chart
In the Pie Chart view, you can:
Display results by Number of Loans or Volume
Choose whether to Display Values
Export or pin your report
To export your data:
Click Launch Report to export to Excel.
To keep the report visible on your dashboard:
Tick Pin to Dashboard.
Understanding the report description
A description appears at the bottom of the report screen. This outlines:
The filters applied
The data being used
The calculation basis
Review this to ensure you are analysing the correct data set.
Best practice for accurate reporting
Ensure lead sources are consistently recorded in each Opportunity.
Avoid duplicate or inconsistent naming conventions.
Periodically review and clean up unused lead sources.
Need help?
If you need help generating or interpreting reports in Mercury Nexus, contact your Partnership Manager or email [email protected].