Cost per Lead by Source Custom Report

With this report, you can use your calculated cost per lead to see which marketing channels are the most cost-effective for your business.

Learn more about attribution modeling and how we calculate cost per lead.

Learn more about Multi-Touch Cost per Lead.

Use this article to learn how to:

  • Create custom reports for your sources based on your calculated cost per lead
  • Export a report
  • Duplicate a report
  • Delete a report

Getting Started

You'll have two different ways to display your data when creating a CPL custom report:

  • Creating a report that shows data related to your cost per raw lead for a particular source.
  • Creating a report that shows data related to your cost per qualified lead for a particular source.

Create a Report by Cost per Raw Lead

Use these instructions to create a custom report that displays information related to your cost per raw lead for a particular source.

For example: You can use this setup to create a report that shows which sources drive the most cost-effective leads to your business, broken down by cost per raw lead. The table that's created for this kind of report includes which source your ad is associated with, the number of raw leads for the source, the cost of the source, and the calculation of your cost per raw lead based on the cost of that source.

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png

  2. Click on Create Report from the Custom list of reports in the left menu.

  3. Find the Cost Per Lead by Source option and click Create Report.

  4. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down. You can update the name of your report at any time.

    Screen_Shot_2019-03-14_at_4.06.23_PM.png

    Screen_Shot_2019-03-01_at_2.03.49_PM.png

  5. Ensure Cost per Raw Lead is selected in the drop-down at the top of your page.

    Screen_Shot_2018-11-12_at_10.25.19_AM.png
  6. The report initially loads with a list of sources organized by cost per raw lead, with total amounts for raw leads, cost, and cost per raw lead for all selected sources bolded at the top. Each column displays an aggregated total of the different types of sources (organized by color), raw leads, cost per source, and cost per raw lead.

    Screen_Shot_2019-05-09_at_10.28.52_AM.png

  7. Use the filter panel at the top of the report to determine which companies and types of attribution you'd like to see.

    Screen_Shot_2019-01-28_at_12.55.56_PM.png
    • Use the company drop-down to choose which companies should be on this report. You can select as many or as few as you'd like.
    • Use the date range drop-down to select the timeframe for the cost per raw lead you'd like to see on this report.
    • Use the attribution drop-down to select the attribution model you'd like to see on this report.
    • Use the keyword/ad ID drop-down to select whether you'd like to see the keyword or ad ID associated with a particular source.

  8. If you choose to drill-down further, select Add Filter and pick additional filters you'd like for your report. This drop-down only shows if you're adding filters.

    Screen_Shot_2019-05-09_at_10.30.16_AM.png

  9. To see your CPL settings, click on the Manage Spend button.

    Screen_Shot_2019-05-09_at_10.31.46_AM.png

  10. Optional: You can see a separate table featuring details about a particular source by selecting the desired source within the report.

    Screen_Shot_2019-05-09_at_10.32.55_AM.png

  11. Click the Save button at the top of the page if you'd like to save this report for later. 

    Screen_Shot_2019-03-28_at_4.00.21_PM.png

Create a Report by Cost per Qualified Lead 

Use these instructions to create a custom report that displays information related to your cost per qualified lead for a particular source.

For example: You can use this setup to create a report that shows which source drive the most cost-effective leads to your business, broken down by cost per qualified lead. The table that's created for this kind of report includes which source your ad is associated with, the number of qualified leads for the source, the cost of the source, and the calculation of your cost per qualified lead based on the cost of that source.

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png
  2. Click on All from the Custom list of reports in the left menu.

    screenshot_1522.png
  3. Find the Cost Per Lead by Source option and click Create Report.

    screenshot_1366.png
  4. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down. You can update the name of your report at any time.

    Screen_Shot_2019-03-14_at_4.06.23_PM.png

    Screen_Shot_2019-03-01_at_2.03.49_PM.png

  5. Ensure Cost per Qualified Lead is selected in the drop-down at the top of your page.

    Screen_Shot_2018-11-12_at_11.06.35_AM.png
  6. The report initially loads with a list of sources organized by cost per qualified lead, with total amounts for qualified leads, cost, and cost per qualified lead for all selected sources bolded at the top. Each column displays an aggregated total of the different types of sources (organized by color), qualified leads, cost per source, and cost per qualified lead.

    Screen_Shot_2019-05-09_at_10.36.08_AM.png

  7. Use the filter panel at the top of the report to determine which companies and types of attribution you'd like to see.
    Screen_Shot_2019-01-28_at_12.55.56_PM.png
    • Use the company drop-down to choose which companies should be on this report. You can select as many or as few as you'd like.
    • Use the date range drop-down to select the timeframe for the cost per qualified lead you'd like to see on this report.
    • Use the attribution drop-down to select the attribution model you'd like to see on this report.
    • Use the keyword/ad ID drop-down to select whether you'd like to see the keyword or ad ID associated with a particular source.

  8. If you choose to drill-down further, select Add Filter and pick additional filters you'd like for your report. This drop-down only shows if you're adding filters.

    Screen_Shot_2019-05-09_at_10.38.27_AM.png
  9. To see your CPL settings, click on the Manage Spend button.

    Screen_Shot_2019-05-09_at_10.31.46_AM.png
  10. Optional: You can see a separate table featuring details about a particular source by selecting the desired source within the report.

    Screen_Shot_2019-05-09_at_10.39.55_AM.png

  11. Click the Save button at the top of the page if you'd like to save this report for later. 

    Screen_Shot_2019-03-28_at_4.00.21_PM.png

Export Report

You can export your report to an Excel file. 

  1. Select Export at the top of the table.

    Screen_Shot_2019-06-14_at_9.50.14_AM.png

  2. Choose Excel or Excel All Levels to download an Excel file of your report. If you choose to export to Excel, your report will include a cover sheet that details the filters you used to create your report.

Duplicating a Custom Report

If you'd like to duplicate a custom report you've created, you can do so at any time.

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png
  2. Find and click on the report you'd like to duplicate.

    screenshot_1534.png
  3. Click Duplicate Report within the Report Options drop-down.

    Screen_Shot_2019-03-01_at_1.54.27_PM.png
  4. Confirm that you'd like to duplicate this report by clicking Duplicate.

    Screen_Shot_2019-03-01_at_1.55.55_PM.png

Deleting a Custom Report

If you'd like to delete a custom report you've created, you can remove it from your list at any time.

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png
  2. Find and click on the report you'd like to delete.

    screenshot_1534.png
  3. Click Delete Report within the Report Options drop-down.

    Screen_Shot_2019-03-01_at_1.49.01_PM.png
  4. Confirm that you'd like to delete this report by clicking Delete.

    screenshot_1532.png
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