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KashFlow Ideas

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Report showing source conversion over time

1. Choose time period (e.g. 2017)

2. See number of enquiries by source for that period

3. See number of paying customers by source for that period

Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into paying customers. This gives me a 10% conversion rate by source. I can see income by source already, but that doesn't tell me the conversion so doesn't give me a measure of the time/effort/expense to get those customers. And I can see the total number of enquires by source (Settings > Source) but that is for all time and does not allow me to see how many I received over a particular period.

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