If you’re paying for Google Ads, running a referral program, or just want to know whether Yelp is worth the money, the Sources and Performance tabs on the Leads page turn your ad spend and your leads into one number: what you got back for what you put in.
Sources are created for you
Open the Leads page and click the Sources tab. You’ll see a list of sources with a name, an Active/Inactive badge, and a lead count. You don’t have to set these up ahead of time: the first time a lead comes in tagged with a source name, whether from your website quote widget, a UTM link, or someone picking it from the dropdown when adding a lead by hand, Conduit creates that source automatically. Click Add Source if you want one to exist before any leads use it, so you can start tracking spend on day one.
A source can be renamed any time (click its name, edit it, click away to save) but not deleted. Click Deactivate to retire one you no longer use; the badge switches to Inactive and it drops out of new-lead matching, but its history and past spend stay intact.
Enter monthly spend
Each source has a row of month-by-month spend boxes, showing the four most recent months by default. Click Show all 12 months to see and edit the full year. Type an amount and click or tab away to save it; a running 12 month spend total sits below each source’s boxes.
This is manual entry. Conduit doesn’t pull ad spend from Google or Facebook automatically, so a source’s numbers are only as current as the last time you typed in what you paid that month.
The Performance tab
Switch to the Performance tab to see what that spend bought you. Pick a window (30 days, year to date, or all time) at the top; it’s remembered the next time you come back.
Five tiles summarize the whole window: Leads, Won, Revenue from leads, Spend, and Avg cost per won. Below them, a chart lines up revenue against cost for every source, and a table breaks each source down by Leads, Quoted, Won, Cost, Revenue, and ROI, plus an Unattributed row for leads with no matching source.
The ROI math, in plain words
- Won counts leads that were actually converted into a customer during the window, which is not always the same moment a lead’s pipeline stage says “Won.”
- Revenue is the money actually collected (successful payments) on invoices belonging to customers who converted from that source, during the window.
- Cost is whatever you entered as that source’s spend for the months inside the window.
- Avg cost per won is cost divided by the number of won leads: what a single closed job from that source cost you on average.
- ROI is
(revenue − cost) ÷ cost, shown as a percentage. 0% means you got back exactly what you spent. 100% means you got back double: your spend, plus that much again in profit. A negative number means that source is currently costing you more than it’s returning.
ROI is blank for a source with no spend entered yet: there’s nothing to divide by. Sources that also see leads with no spend logged for the window will still show their lead and won counts, just no ROI figure until you fill in that month.