Understanding where your customers are coming from, and how you retain existing customers is crucial to running your shop. These two reports give you detailed breakdowns about each marketing source, giving you the power to make smart decisions with your marketing and advertising spend.
Customer Lead Source Report
You will be able to easily find out which marketing source is bringing your shop the most sales using this report. You can further narrow this down using the drop-down menu to look at:
- Average RO by source
- Gross profit dollars by source
- Gross profit percentage by source
- Close ratio by source
- Customer count by source
How the Customer Lead Source Report Report Calculates Total Sales
This report uses the date range at the top to identify which customers to include, and shows their lifetime sales totals rather than sales just for that period.
How it works:
- The report looks at the date range you've selected
- It finds all customers who had a repair order posted during that time period
- For each customer found, it displays their total sales from all time (not just the selected period)
RO Marketing Source Report
The RO Marketing Source report allows you to see sales generated by returning customers. This enables you to determine which marketing you may have used to encourage them to come back to the shop in the first place. As well as filtering it by dates, you can also use the drop-down menu to narrow it down by looking at the following fields:
- New sales by source
- Repeat sales by source
- Average RO by source
- Gross profit dollars by source
- Gross profit percentage by source
- Close ratio by source
FAQs About Customer Lead Source & RO Marketing Source
Q: How does the date range work for the RO Marketing Source Report?
A: The date range will only show customers who have had a repair order posted during that date range.
Q: How does the date range work for the Customer Lead source Report?
A: The date range will show customers who have visited the shop during that time. If they have not been to the shop during that range, the customer will not show.
Q: Do my Tekmetric Marketing Campaigns and Automations show in these reports?
A: Yes! You'll see your marketing automations and campaign data within these reports automatically.