New Clients Report and Their Lead Source
It'd be great to have a report where you can see NEW clients within a specific time frame, the service they got done, the sales their appointments generated, and their lead source. This would help us see how much new clients are bringing in vs. what they're costing us in campaigns–e.g. costs of Google ads vs. not just how many new clients from Google but how much they're bringing in. As of right now, there's no single report that does this. We personally have had to workaround the Referral Sources by Client report by playing around with filters, pulling a Client list with specific filters, and feeding it to AI (ChatGPT, Claude) to create on cohesive report.
2
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Erika Pradillo
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