The Lead Conversion Report provides an overview of the leads that have converted into transactions. It shows you your commission dollars, average income per deal, and sales volume so you can assess which lead sources are giving you the best return on investment.
If you are using the QuickBooks integration you will have two additional columns: Spent and Cost Per Acquisition.
To populate these fields go to Money > Banking on the main menu. From here you can sync your profit and loss data from QuickBooks to BrokerSumo.
Your items will be synced in with the same category data you've applied in QuickBooks.
From here you can tag an item with one of your lead sources.
Once you've finished the financials for this item they will now be reported on the Lead Conversion report under the spent column for the lead source you've tagged giving you deeper analytics into your cost per acquisition for each lead source and all of your converted deals.