Overview
Ever wonder where your leads are really coming from? The MyCase Leads Referral Source Report helps you zero in on exactly that, so you can stop guessing and start investing where it counts.
By tying each lead to a referral source (think: your website, Facebook, a former client, or even your mom’s dentist), you’ll get clarity on what’s working, what’s not, and where to double down.
What the Report Helps You Do
Spot lead origins
See where each lead is coming from by assigning a referral source.Gauge marketing ROI
Get a bird’s-eye view of how many leads each source brings in—and whether they’re worth the spend.Identify your top performers
Identify which channels deliver high-value leads, allowing you to adjust your strategy accordingly.Connect marketing to revenue
By tying lead sources to actual case value, you can measure the financial return of your efforts.Make smarter marketing decisions
Double down on what’s working and trim the rest. No guesswork required.
How to Run a Leads Referral Source Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab.
Select Leads Referral Source from the list.
Add any filters you need.
Click Run Report.
What you’ll see:
The report breaks down each lead by:
Name
Status
Practice Area
Date Added
Referred By
Estimated Value
You’ll also see the percentage of leads from each source, the total number of leads, and the estimated value they represent.
Want to Share or Save It?
Click Export to download the report as a PDF or CSV.
Click the printer icon to print a hard copy.
