Skip to content
  • There are no suggestions because the search field is empty.

Maximize Your Leads: Effective Lead Source Reporting

Unlocking the power of lead source reporting to boost your business results.

Why This Feature Matters

Effective lead source reporting is crucial for real estate professionals looking to maximize their return on investment (ROI) and make informed decisions.

  • It tracks how many leads are generated from each source, allowing you to understand where your best leads are coming from.
  • By providing transaction data tied to agents and sources, you gain valuable insights for coaching and reporting.
  • It enables precise ROI tracking and budget decision-making by calculating cost-per-lead and conversion value, ensuring you allocate resources efficiently.
  • With performance data visualized through downloadable reports and graphs, you can easily share insights with your team.

Real-world Example:

  • A brokerage can use lead source data to identify their top-performing agents based on conversion metrics This would allow them to tailor training sessions to improve team performance.

Step-by-Step Instructions

1. Access Lead Source Reporting

  • Click the gear icon in the Sierra admin

  • Select Reporting by Lead Source

2. Understand User Access Permissions

  • Primary Manager: Has full access by default

  • Other Users (Managers, Agents, Lenders): Must be granted one of two permissions in their profile:

    • Can access all Lead Source Reporting – Full access

    • Can access only My Transactions and Leaderboard – Limited access

3. Explore the Tabs in Reporting by Lead Source

Users with full access see:

    • Source Reporting

    • All Transactions

    • All Agents

    • My Transactions

Users with limited access see:

    • All Agents

    • My Transactions

4. Filter Reports by Date Range

  • Use predefined filters like Today, This Month, and Last Month

  • Select custom date ranges and click Apply

5. Filter by Lead Source

  • Use the All Sources dropdown in the Source Reporting and All Agents tabs to narrow data to one or more specific lead sources

6. Export Reports

  • Download data from the Source Reporting and All Agents tabs in PDF, Excel, or CSV formats for sharing or offline use

7. Add Transaction Details to Leads

  • In a lead’s detail page:

    • Change status to Closed or click Add Transaction

    • Fill in transaction date, amount, lead type (Buyer/Seller), and other details

    • Only Primary Managers and Manager-level Users can assign transactions to agents

    • Once added, transactions appear in the lead’s Summary tab

Best Practices

  • Regularly enter transaction data to ensure accurate reporting

  • Use Source Reporting to evaluate ROI on lead sources

  • Grant agents “limited access” to empower individual performance tracking

  • Use downloadable reports for coaching sessions or leadership review

Troubleshooting Common Issues

Issue: Agent cannot view reporting

Solution: Confirm their profile permission is set to “Can access all Lead Source Reporting” or “Can access only My Transactions and Leaderboard”

Issue: No data appearing under Source Reporting

Solution: Confirm custom date range is applied correctly and relevant transactions were entered

FAQs

Q: Who can assign transactions to agents?

A: Only Primary Managers or Manager-level users with permission can assign the “Associated Agent” field.

Q: Can I see reporting by Buyer vs. Seller?

A: Not currently. All transaction types are included together in reporting data.

Q: Why does “$ Per Lead” still show value for older leads?

A: It includes all transactions for leads registered in the selected date range—even if the transactions occurred later.