The ROI report will show you what your return on investment is for each lead source you are distributing leads from. For example, if you purchase and distribute leads from BNTouch, there is a particular cost for each lead as well as a predicted return based on the size on the transaction. This report will give you stats based on each lead source so you can quickly identify which sources are the most profitable. 

To access this report click on “Return On Investment (ROI) Report” link under the Reports tab.

The first step in generating this report is to identify which lead sources you want to include in the report. Click on the boxes to the left of each source you want to include on the report and be sure to include the average cost per lead in the fields to the right hand side of the source:

At the bottom of the page, you have to identify which field in your account tracks the sale amount. This can be the sale amount, loan amount, or whatever field it is that tracks the size of the transaction.

In the field below, you will have to enter your profit margin as a decimal.

For example, if you make 10% off each transaction, then enter the equation to the right of the meta tag: * 0.02

(Be sure to enter the multiplication sign ' * ' as well as the margin as a proper decimal 0.02

Once you do this, click on the button to continue and view your report:

The report will show you the total number of leads assigned by source and how many of those leads converted to sales. The columns will also detail the total amount of revenue you've collected from each source and your ROI on each source. 

You can use the controls at the top of the report to change the date ranges, print the report, and change how the report is graphed.