Marketing Tab

Modified on Mon, 28 Aug 2023 at 12:30 PM

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1. Important terminologies

2. How are lead sources grouped into Channel Groups?

3. Source wise performance

4. Activity

5. Source wise inquiries

6. Spends

7. Source wise inquiries (last inquiry)

8. Project wise performance

9. Marketing source wise- Classic view
10. Marketing Facebook- Classic view
11. Marketing Google- Classic view
12. Searching & accessing marketing reports- New Dashboard
13. Downloading the report

1. Important Terminology 

Channel Group: lead sources arranged or classified in a group according to shared behavior or characteristics. These are derived values and cannot be customized. Channel partner, Direct walk-in, Digital, Offline, and Others - these are the 5 Mutually Exclusive Channel Groups

Examples: google-search, google-ads are online sources, thus they fall in the Digital channel group.

Channel: The medium, pipeline, or platform. These channels need to be set up/configured first in the system. 

Sample channels: sales agent app, CSV uploads, online and offline marketing platforms, or aggregation portals like Google, hoardings, 99acres.

Source: the origin, some place or thing which we can pinpoint for determining the lead source. 

Sample sources: google-search, google-ads, hoardings-mumbai, 99acres-classified-ads.

Sub Source: This value if used correctly will help the team to analyse lead sourcing in-depth. It could be a specific place, time period, or kind of code name to recollect this in the future. 

Sample sub-sources: google-search-property-in-delhi-keyword, google-ads-real-estate-expo, hoardings-delhi-cp-new year, 99acres-classified-ads-premium-july-2020.

Inquiry: Customer makes an attempt to ask for information. Inquiries could be from many sources (google-search, google-ads, hoardings-gurgaon, via channel partner, coming directly to the site, etc.). Customers could leave any number of inquiries for a particular property site.

2. How are lead sources grouped into Channel Groups?

Note: This is based on the first inquiry source. 

The following cases are checked in the order. As soon as one case is matched, Channel Group value is decided. 

Case 1: If channel partner details are present in the inquiry details? (could be via site registration or sales app) then this lead will fall into the “Channel Partner” channel group.

Case 2: If a customer has walked in directly to the property site then this lead is classified under “Direct Walk-in”.

Case 3: If the type of the channel (or medium) is only online (google-search, google-ads) then this lead is considered of “Digital” channel group.

Case 4: If an inquiry comes from offline campaign incoming_call (hoardings, sms, print -(channel type should be only offline) then that lead falls in the “Offline” channel group.

Case 5: If the lead inquiry source doesn’t fall in the above-mentioned cases - then the system classifies this lead in the “Others” channel group.

3. Source Wise Performance

  • This section gives you detailed information or reports based on source wise performance.
  • Source wise performance evaluation becomes easy for the users.
  • Additionally, you have the option to add Channel Group, Channel, Sub source, Placement & Project options along with Source in the same report.   

3.1. Source Wise Performance - Time Range (lead)

  • The Time Range filter is applied to the lead received in the system and the report will be filtered based on the selected time period. 
  • Let us suppose - You select the Time Range from June 1 - June 30, 2020. The report will be based on the number of leads received in June month and the leads that have been interested so far, visits so far, Total Bookings, Sales value generated, All planned events, etc...


Note - Please refer to the Time Range Filters doc for detailed information.


3.2. Source Wise Performance - Rows

  • You can customize the report as per your need i.e. if you want to check for Channel Group, Source, Sub Source, Placement & Project respectively.

3.3. Source Wise Performance - Columns

  • You can select the Columns and customize the report based on your business needs.

3.4. Source Wise Performance - Columns

  • Get to know about the lead conversion values from one lead activity to another. Like lead received in the system to lead moved to interested status. 
  • Conversion from lead coming for the site visit to booking a unit, and more such useful insights.

3.5. Source Wise Performance - More Filters 

  • You can filter the data based on your requirements from the "More Filters" option.


Note - Please refer to the Time Range Filters doc for detailed information.

3.6. A few Columns and their Definitions

Total Bookings Vs In Booking Done -  

Total Bookings - Total number of units booked by agents or purchased by customers.

In Booking Done - Number of leads currently in booking done state.  

Sales Value Generated - 

Total sale value generated from all the bookings done or units purchased by customers.

For example - If a lead purchases 2 flats of 50L each. The Sales Value generated will be the total amount 

i.e. 1Cr, not the partial payment like the token amount. 

Interested/Visits/Failed/Junk so far - 

This shows that the leads have been at least marked Interested, Failed, Junk, or Visit Done. 

In Interested/Visits Done/Failed/Junk -  

This shows that the leads are currently in Interested, Visits, Failed, or Junk Stages.

4. Activity 

  • This report gives you the activity breakdown on daily, weekly, monthly, or yearly time periods.
  • Daily Activity report includes Leads Received/Interested/Visits so far, Bookings, Sales Value Generated, Future events planned, etc...
  • The time Range filter is applied to the lead received at a particular interval.


Note - You can refer to the Time Range Filters doc for detailed information on Time Range and More Filters.

4.1. Activity - Rows & Columns 

  • You can customize the report from Daily to Weekly, Monthly, and even Yearly by selecting the options from Rows i.e. Week, Month & Year.
  • Select Columns next to Rows, and custom-built the report.
  • The columns in the Activity section will be similar to your Source wise Performance.

5. Source Wise Inquiries 

  • This section gives you the reports based on the inquiry that comes from the Channel, Source, Sub Source, and Project.

5.1. Source Wise Inquiries - Time Range (inquiry) 


  • Note - Time Range is applied to the inquiry, which indicates that the report will be on based when the inquiry came from sources in the selected time period. 
  • Inquiry sources can be websites, hoarding, offline, Google, etc.

Note - You can refer to the Time Range Filters doc for detailed information on Time Range and More Filters.

5.2. Source Wise Inquiries - Rows 

  • This section gives you the reports based on the inquiry that comes from the Channel, Source, Sub Source, and Project.

5.3. Source Wise Inquiries - Columns 

  • Attributed Leads - Leads with the first inquiry came in the system.
  • All Inquiries - A lead with all the inquiries.

6. Spends 

  • This section gives you spends wise reports based on the Channel Group, Source & Sub source. 
  • You get Leads received so far and the total spends on those leads.  
  • Cost is calculated on many data points i.e. Cost per lead, Cost per site visit, Cost per Booking.
  • You can select Channel Group, Source, and even Sub source from rows and spends will be shown based on a particular Channel Group, Source, and Sub source. 
  • The time Range filter is applied to the lead received.
Note - You can refer to the Time Range Filters doc for detailed information on Time Range and More Filters.

6.1. Spends - Columns 

  • You can select or deselect the columns to customize the report and the spends can be tracked based on different parameters i.e. what's the Cost per Lead or Visit Done and Cost per Booking?

6.2. How Cost Per Lead(CPL), Cost Per Site Visit(CPSV), and Cost Per Booking(CPB) is Calculated? 

Let us suppose in a project - 


Leads received so far = 5 & Spends = Rs. 4000/-

CPL (Cost Per Lead) = Spends/leads received so far

                                               4000/5 = Rs. 800.00/- 

Out of 5 leads, 4 came for "Site Visit"

CPSV (Cost Per Site Visit) = Spends/Visits so far 

                                                           4000/4 = Rs. 1000/-

Out of 4 leads who came for a Site Visit, 2 leads are "In Booking Done" -  

CPB(Cost Per Booking) = Spends/In Booking Done

                                                      4000/2 = Rs. 2000/- 

This is how you can see the conversion and do an analysis on the spends against leads received, cost per lead, cost per site visit, and even cost per Bookings.

7. Source Wise Inquiries (last inquiry) 

  • This section gives you the reports based on the last inquiry from the source.
  • Additionally, you have the option to check for the Last Inquiry from - Channel, Source, and Sub source.
  • The time range filter is applied to the lead received.
Note - You can refer to the Time Range Filters doc for detailed information on Time Range and More Filters.

7.1. Source Wise Inquiries (last inquiry) - Rows & Columns  

  • You can select or deselect the Rows and get the report based on the selection.
  • Additionally, the report can be customized - select, or deselect the columns you want to see.
  • Get the numbers on Leads Received, Interested, Visits So far, Total Bookings, Sales Value Generated from Bookings, etc. from the columns section.

8. Project Wise Performance 

  • The performance of a project can be measured from this section.      
  • This report shows Leads received in a project and the progress afterward i.e., Leads are in Interested or Visits so far, Total number of Bookings, Sales Value Generated, Events planned, etc...

8.1. Project Wise Performance - Choose Project 

  • You can select one, multiple, or All City projects at once and the report will be customized accordingly.
  • You can even select one, multiple, or All Developer.

8.2. Project Wise Performance - Rows & Columns

  • Get the detailed report based on Channel Group, Source, Sub Source, and Project.
  • Select or deselect all these options from the Rows.
  • Next to the Rows selection -
  • Select the columns which you want to see in your reports. 

9. Marketing Source wise Report- Classic View

10. Marketing Facebook Report- Classic View

11. Marketing Google Report- Classic View

12. Searching & Accessing Marketing Reports- New Dashboard

13. Download the Report

  • Download Report CSV option is available on every section of the Marketing tab.
  • The Report will be downloaded in Excel format.

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