Tracking Lead Values In SegMetrics

Lead Value is probably our favorite metric in SegMetrics. It’s the average amount of revenue generated per lead.

You may also have heard it called Lifetime Value or LTV. Whatever you call it, you have to track it!

And if you really want to improve your marketing, be sure to track your Lead Values for your Infusionsoft Tags, Referring URLs and UTM parameters. That level of tracking is what will help you monetize your automated email marketing, find your most valuable Facebook Ads and your most valuable referral sources.

Tracking Lead Values

Lead Value can be tracked in the main dashboard.

At the top of the dashboard you will see the total Lead Value for all leads acquired during the selected timeframe.

You can also see a Lead Value graph right below the Lead Value metric. This graph shows you the average Lead Values based on when leads first opted in to your Infusionsoft account.

This chart is helpful for identifying how valuable leads are based on when they signed up. For example, maybe leads acquired in January of 2014 are now worth $40 while leads acquired in January of 2015 are worth only $10. Maybe this tells you something about how long it takes for leads to monetize or maybe it tells you the newer leads haven’t seen enough product pitches. This of course will entirely depend on the nature of your business.

You can also track the Lead Values for all of your leads from the Detail Report page.

The Lead Value metric is in the top-right corner.

Remember that this is the Lead Value for only New Leads acquired during the selected timeframe.

To see the Lead Value for different timeframes simply use the timeframe selector.

We at SegMetrics like to occasionally select a timeframe that starts on the first day of the Infusionsoft account and runs through today. That way you can identify the current Lead Value for all leads in your account.

Tracking Lead Values For Tags, UTM Parameters and Referring URLs

Tracking Lead Values based on the actions people take, or what they like or where they came from is often the most valuable analysis available to you.

To track Lead Values for Tags, Referring URL, Campaign or Source, navigate to the Table Reports on the Detail Page.

Select the tab that you want to analyze and then check out the Lead Value column.

Tracking Lead Values For Segments

We make Lead Values available most everywhere, and that includes in your Segment reporting.

From the Main Dashboard, note the Lead Value column for the Segments you have created.

Or select a Segment in the Detail Report and track the Lead Value in the key metrics section at the top.

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