How to Access the Lead Sources Report
In the left navigation menu, click Reports, then click Lead Sources. The report loads with the current month’s data by default.Filtering the Report
Use the date range picker at the top of the page to set your analysis window. Select a start date and end date, then click Apply to refresh the report. There is no agent filter on this report — lead source performance is measured across your entire team.Reading the Report
The Lead Sources report is organized as a table where each row represents one lead source and each column represents a key performance metric.Table Columns
Example Sources You May See
Dealer Funnel pulls lead source data directly from your CRM integration and from web form submissions. Common sources include:- Website — Leads who submitted a form or used the SMS widget on your dealership website
- Facebook — Leads from Facebook Lead Ads or Messenger
- Cars.com / AutoTrader / CarGurus — Third-party classified listing leads
- Phone — Inbound phone calls logged in the system
- Walk-In — Manually entered leads for customers who arrived in person
- Referral — Leads sourced from customer or employee referrals
Interpreting the Data
A high lead volume with a low response rate usually means one of two things: the leads themselves are low intent, or your team isn’t reaching out fast enough to that source’s leads. Compare response rate across sources — if your Website leads respond at 60% but a paid third-party source responds at 15%, that’s a signal worth investigating. A strong response rate paired with a low appointment rate often points to a messaging or offer problem rather than a lead quality problem. Use this pattern to identify sources where your follow-up sequence may need improvement. Sold rate is your ultimate north star. A source that generates fewer leads but converts more of them to sales is almost always worth more than a high-volume, low-conversion source.Exporting the Data
Click Export CSV in the upper-right corner of the report to download the full table as a spreadsheet. Use the exported file to build custom pivot tables, share findings with your marketing vendor, or combine data with your advertising spend to calculate a true cost-per-sale by channel.Use Cases
- Reallocate ad budget: Identify your highest-converting sources and shift spend toward them at your next budget review.
- Cut underperforming sources: If a source has consistently low response and appointment rates over several months, use the data to justify reducing or eliminating that spend.
- Benchmark new channels: Add a new lead source and track it for 60–90 days to see how it performs compared to your established channels before committing long-term budget.
- Vendor conversations: Bring your Lead Sources report to meetings with your digital advertising vendors. Objective performance data makes those conversations far more productive.

