HOW TO BUILD A LEAD SOURCE
DASHBOARD IN JOBTREAD

If you don't know where your jobs are coming from, you can't double down on what's working. A lead source dashboard in JobTread gives you a real-time view of which marketing channels are driving revenue — so you stop guessing and start scaling.

WHY EVERY CONTRACTOR NEEDS THIS

Most contractors are spending money on yard signs, Google ads, Angi, referrals, and door-to-door — but have no idea which source is actually closing. Without tracking, you're flying blind.

HOW TO SET IT UP

Step 1: Add Lead Source as a Custom Field

In JobTread, go to Settings → Custom Fields and create a dropdown "Lead Source" field on the Contact level. Include your primary sources: Google, Referral, Yard Sign, Angi, Facebook, Door Hanger, etc.

Step 2: Make It Required on New Leads

Set the Lead Source field to required in your web forms or lead intake workflow. This ensures 100% of new leads get tagged — no gaps in your data.

Step 3: Build the Dashboard View

Go to Dashboards in JobTread and create a new dashboard. Add a chart widget that groups jobs or contacts by your Lead Source custom field. Filter by date range and status to see conversion rates by source.

Step 4: Review Weekly

Set a recurring calendar reminder to review your lead source dashboard every Monday morning. Ten minutes of data review can save thousands in wasted ad spend.

WHAT TO TRACK

• Close rate by source — Which source produces the most likely-to-buy leads?
• Average job value by source — Referrals often produce higher-ticket jobs
• Cost per closed job — Divide your ad spend by closed jobs from that source
• Lifetime customer value by source — Track at the contact level, not just job level