Reporting by Lead Source

 

Why This Feature Matters

 

 

• Tracks how many leads are generated from each source

• Provides transaction data tied to agents and sources for coaching and reporting

• Enables ROI tracking and budget decision-making by calculating cost-per-lead and conversion value

• Visualizes performance data with downloadable reports and graphs

 

 

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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

   

 

 

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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

 

 

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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

 

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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.