The purpose of this Report is to show effective your different marketing strategies have been. Start by creating a Field to store the method by which a prospective customer learned about your company. Next, create a Report that shows how many Jobs are associated with each marketing source.
CREATE A FIELD "How Customer Found Us"
Create a field to store this information using a Lead Field, or a field in a Form.
- Go to Reports > +Create.
- Choose your Time Selection.
- For Measure choose:
Subject Area: Job
Measure: Number of Jobs
by Time Field: Job Creation Date. - For Display Type: Bar Chart.
- Press the + to the right of Display Fields. Add your Form Field or Lead Field from the list and click Save.
- Click Apply.
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Here is an example of what the report might look like.
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Keep in mind that the number of Jobs is just one piece of the picture. The total cost of a particular marketing strategy is also necessary. To arrive at a marketing cost for each Job, divide the cost of each marketing channel during the desired period by the number of Jobs it generated.