Source Performance Report is a great place to see an overview of your referrals and track your conversion rates, settlement amounts and total fees on cases based on your source types and details.
The report gives a breakdown of the number of leads and number of retained cases as well as the fees earned from each sources. This is a great report for management to keep track of monthly to plan future marketing strategies.
Filter by specific source types and details through certain date ranges.
Search for specific source detail and types with the search bar.
Sort by specific column by clicking on the arrows next to the column heading.
Export this report to Excel or CSV by clicking the Export button on the righthand side.
This is a permission based report, if you do not have access please contact your firm administrator.