Steps
- Open Reports under 5 Results in Digital Marketing, and pick 7d, 30d, 90d or 1y at the top.
- Lead ROI shows each source's Leads, Won, Conversion, Actual revenue and Est. value (typed), with the Pipeline funnel and By owner. Below: Leads by ad and Leads by post.
- Type a question in Ask your data, such as Which channel gives the best ROI?, and click Ask. What should I focus on? gives a short AI summary.
- Content Performance shows posts by platform, Top creatives and Top tracked links.
Good to know
Actual revenue only counts leads you turned into customers. Open a won lead and click Convert to customer so its sales count.
Content Performance shows each post's likes, comments and shares, for posts published from Saathi360 (checked every 6 hours). Reach and impressions are not brought back: see them in Meta Business Suite.
The Reports button on the Leads dashboard opens this page on Lead ROI.
Staff without Everyone's Leads see only their own leads' numbers on Lead ROI, including By owner. The owner sees every lead.
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