# Marketing Reports

## Overview

The Marketing Reports section provides visual and tabular data about lead performance across sources, campaigns, and Lead IDs.

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## Available Reports

### 1. Lead Rates

Pie charts showing lead distribution by demographic and behavioral data.

Charts include:

- **Requests Count per Gender** — Male vs Female breakdown.
- **Requests Count per Class Segmentation** — A+, A, B, C segments.
- **Requests Count per Purpose** — Purpose of inquiry (e.g., For Children, Not Determined).
- **Requests for Gender According to Sources** — Male/Female breakdown per source.
- **Age Group According to Requests Count** — Leads by age range (20–30, 30–40, 40–50, 50–60, 60+).
- **Classes According to Sources Requests** — Segment quality per source.

**Filter:** Date range (From / To). Toggle between **All Leads** or specific segments using the dropdown.

**Export:** Each chart can be exported individually.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/Nxjimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/Nxjimage.png)

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### 2. Total Number of Leads Per Lead ID (Graph & Table)

A line/area graph showing leads coming in per Lead ID over time.

- X-axis: Date
- Y-axis: Number of leads
- Each Lead ID is color-coded
- Toggle **Show Table** to see the data in table format

**Filter:** Date range (From / To).

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/XG9image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/XG9image.png)

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### 3. Total Number of Leads Per Lead ID Last Month (Graph & Table)

Same as above but defaults to **last month's data** — shown as a pie chart.

Each slice represents a Lead ID and its percentage of total leads.

**Filter:** Date range (From / To).

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/vFyimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/vFyimage.png)

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### 4. Total Number of Leads on Source Per Lead ID and States

A detailed table showing leads broken down by **Source → Lead ID → State**.

For each Lead ID under a source, shows:

- New, Fresh, Pending, Following, Planned Meeting, Meeting, After Meeting, Not Interested, Unreachable, Done-deal, Cancelled, Low Budget
- **Current** count vs **Re** (returned) count per state

**Filter:** Date range (From / To), Sources.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/cIcimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/cIcimage.png)

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### 5. Total Number of Leads on Campaigns Per Lead ID

Donut chart showing the distribution of leads across campaigns per Lead ID.

Toggle **Show Table** for tabular view.

**Filter:** Date range (From / To).

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/M5Eimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/M5Eimage.png)

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### 6. Sources Per States

Pie chart showing lead states distribution **per source** — how many leads from each source are in each state.

Supports both **Graph View** and **Table View**.

**Filter:** Date range (From / To).

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/4Puimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/4Puimage.png)

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### 7. Total Number of Leads Per Source (Graph & Table)

Pie chart showing the percentage of total leads coming from each source (e.g., Facebook 32%, Instagram 28%, Hotline 13%).

Toggle **Show Table** for a breakdown by numbers.

**Filter:** Date range (From / To).

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/9iFimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/9iFimage.png)

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### 8. Marketing Analysis

A comprehensive financial performance table grouped by **source groups** (e.g., Brokers, Social Media).

Columns include:

- **Item** — Source name.
- **Planned / Actual / Deviation / Percentage %** — Budget tracking.
- **Total Leads** — Total leads from this source.
- **Qualified Lead** — Leads that progressed beyond fresh state.
- **Reservation / Confirm Reservation / Down Payment / Confirm Down Payment / Contract / Delivery** — Units count and total unit price at each stage.
- **Total Per Source** — Combined clients and unit value.

> 💡 Default view is the **current month**. Use filters to extend the date range.

**Filter:** Date range (From / To).

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/lSPimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/lSPimage.png)

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## Common Features Across All Reports

- **Export** button available on every report.
- **Show Table** toggle on chart-based reports to switch between graph and table view.
- **Filter + Reset Filter** buttons for date filtering.
- **Default view is the current month** — use the date filter (From / To) to extend or change the date range.