Call Revenue Report
This is a report that summarizes the Revenue and the number of calls that are coming from each phone number. However, rather than showing the phone number, the report shows the associated Lead Source.
This report is accessible from the Reports option on the left hand menu.
The Call Revenue data can be searched by two criteria:
- Call Date (Time Period)
- Lead Source
The criteria that is used to create the report is displayed at the top of the page. This report is a drill down for the revenue related Report Dashboard Widgets and as such those filters will be indicated at the top of the page upon display.
Reminder - Revenue is defined as an invoice that has been approved, regardless of completion or payment.
Report Columns
The report displays the following columns:
- Lead Source
- # of Phone Calls
- Total Revenue
Screenshots
Revenue Report Location
Example Call Log Report
Call Log Filters
Notes:
- Please don't hesitate to provide suggestions on how to improve the report or new reports that will help you manage your business.
- See the Phone Numbers Help Desk Article on how to tie the incoming phone numbers to a Lead Source.
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