Tracking your expenses and return on those expenses in your business should be at the top of your priority list. I’ve blogged about Lead Source tracking in Infusionsoft on multiple occasions. But, I’ve had a few clients over the last year or so that need to see the data a bit differently. When you have a long sales cycle, it’s important to measure other factors in the meantime to see if you’re on the right track. If you’re using sales stages in opportunity records, you could measure your expenses at each stage across your lead sources to determine your good and poor performers.
Here’s a quick video showing how this is done and why its so important. Click the image below to play the video.
Share your thoughts/reactions in the comments below.