Source outcome reporting

Measure which sources produce contacted records, SLA wins, meetings, deals, and revenue.

6 min readUpdated July 2026

Where to review sources

  • Open Dashboard or Performance
  • Use source filters on Contacts / Leads
  • Review campaign, form, Meta, and manual-import source labels
Video walkthrough placeholder showing dashboard proof metrics, source outcome table, contacted rate, SLA, meetings, deals, and revenue.
Video: Source outcome reporting
Video walkthrough placeholder showing dashboard proof metrics, source outcome table, contacted rate, SLA, meetings, deals, and revenue.
Dashboard source outcome card showing sources, new records, contacted count, SLA rate, meetings booked, deals created, and revenue.
Dashboard source outcome card showing sources, new records, contacted count, SLA rate, meetings booked, deals created, and revenue.

Metrics that matter

  • New contacts or leads
  • First-touch SLA
  • Contacted rate
  • Meeting booked rate
  • Deal conversion
  • Revenue or commission

Improve accuracy

  • Keep source fields mapped on forms and imports
  • Connect Meta Lead Ads for attribution
  • Log calls and meetings
  • Close deals with the correct amount and source

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