1. Lead Source - These sources are defined whenever new leads or contacts are created/generated and fed into kvCORE. They tell you very clearly where and how a lead ended up in your system, ranging from any marketing campaigns you are running to when an individual Agent enters one manually. To learn more about lead sources, click here.
  2. Hashtags - These are labels that you can use in conjunction with sources to help define leads in a more granular fashion. Because they are so specific and easy to use, you can leverage them to automate different functions in the system. For example, the leads that come from a specific source may also arrive with a hashtag, which then triggers a smart campaign that is specific to that source. For example, running a realtor.com campaign for your leads that come from realtor.com. To learn more about hashtags, click here.
  3. Status - Statuses are pre-defined in the system. They help you define your pipeline, and can work in conjunction with hashtags to trigger different functions within kvCORE. In fact, the same hashtag can be used with different statuses for different contexts. It can be as complex or as simple as you need it to be. The pipeline within Business Analytics is defined by status. As such, you can utilize it to oversee the health of your business and help identify different areas or processes that need attention.

These three components come together in the Lead Source Performance Interface

The Source Performance Interface

Use these controls and filters to create your report.

  1. Scope - Change the perspective of the information below by limiting it to a specific entity if desired. Do you want to see how the entire company is doing or just one team or office?
  2. Date Range - Change the timframe of the information below with this menu. 
  3. Update Date Range - Click this after changing the timeframe.
  4. Group By - Choose by what grouping you want to display datapoints for.Source - This is the name of the source that generally is defined by where the lead originated. For example, if you are running ads with squeeze pages, you will set the source name for that squeeze page, so you know where those leads came from.System Source - This is the name of the source that the system sees at the point of creation. It is not so much about defining where the lead originated from, as much as it defines how they became a lead. For example, did they click sign up on the team's website, or the agent's website?Hashtag - Choose any hashtag you can access in kvCORE.
  5. Sources Selector - Select and de-select the sources you want displayed below, of the type chosen in the Source List (4).
  6. Source Update - After changing the sources  (4, 5) you want seen in the report below, click this button.

The Source Performance Report

The main purpose of this report is to compare different sources to each other in order to monitor their performance.

You are comparing how many leads are being generated, and of those leads generated where they stack up in your pipeline, defined by lead statuses.

This is one of the critical components of a successful business that must be maintained with regular usage. Everyone using kvCORE should have a definition for what leads belong where, using different combinations of hashtags and statuses.

Thinking about the face value of these tasks might seem like asking a lot. However, consider that most of your tasks, emails, texts, and tasks can be automated with the proper implementation of these hashtags and statuses. Would you rather search your contacts for messages to send, and then send those messages manually when you remember to do so? Or, just have those messages sent automatically as the result of simply changing a status?

The report itself will clearly display each source, the totals for each source, and each total broken down by lead status.

  1. Source Name
  2. Lead Statuses
  3. Totals Per Source


Hashtags, Squeeze Link Signup Rates, and a few other data points will be added to this reporting tool (or others) in the future.

Want to explore the other sections within the Business Analytics tab?

To learn about the Pipeline section, click here.

To learn about the Consumer Interest section, click here.

To learn about the Agent Performance section, click here.

To learn about the Agent Success section, click here.

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