Template created by

Lead Source Tracking

Get a clear, ready-to-use view of your lead generation channels in seconds.

Try this Dashboard Free Watch demo

4.7/5 based on 2,374 reviews | GDPR Compliant

Lead Source Tracking dashboard in SegMetrics

The truth about your lead sources

Which channels are filling your funnel?

Most marketers know their major traffic sources. Few know which sources actually convert.

SegMetrics’ Lead Source Tracking Dashboard breaks down how many leads and orders your traffic sources are actually bringing in. See contacts by channel, as well as visitor-to-lead and visitor-to-customer conversion rate.

Stop spreading your marketing efforts thin. Identify your winning channels that deserve more budget and double down. (And while you’re at it, you can stop wasting time on those channels that eat up your bandwidth but don’t actually deliver customers.)

Try this Dashboard For Free!

Conversion Clarity

Are the drops in your visitor-to-lead and visitor-to-customers conversions healthy?

Channel Data

Compare leads and orders by channel

Lead Value Monitoring

Track the source of your highest value leads as they come in

What's Included

The KPIs you get access to with this dashboard…

Visitor-to-Lead Conversion Rate

The percentage of website visitors who become leads by opting in

Visitor-to-Customer Conversion Rate

The percentage of website visitors who become paying customers

New Contact Channel Source

A visualization showing the distribution of new contacts across different marketing channels

New Contacts by Channel

The number of new contacts acquired through each marketing channel during a specific time period

New Contacts by Social Channel

A breakdown of new contacts generated from specific social media platforms (Facebook, Twitter, etc.)

New Contacts by Search and Affiliate

The number of new contacts from search engines (organic/paid) and affiliate referral sources

New Contact Lead Value by Channel

The average lead value of new contacts broken down by the channel that acquired them

Deep Dive

Inside the Lead Source Tracking Dashboard Template

Why this Dashboard

Why use the Lead Source Tracking Dashboard?

Everyone doing digital marketing needs this dashboard. If you’re driving traffic from multiple sources — paid ads, organic search, social media, referrals, affiliates — you need to know which channels actually convert visitors into leads and customers. This dashboard shows you exactly that.

Who it's for

This dashboard is perfect for:

Marketing teams managing multi-channel acquisition strategies
Business owners who need to optimize marketing budget allocation
Agencies reporting on lead generation performance across channels
Anyone running paid or organic campaigns who needs clear attribution

What you can do

What can you do with this info?

Use this data to identify and double down on high-performing channels. Then cut budget from the underperformers and allocate those resources where they’ll drive better results. Plus, you can keep your eye on your visitor-to-lead-to-customer conversion rates.

How Often

How often should you use it?

Review this dashboard weekly to monitor channel performance and guide budget decisions.

Integrations needed

What integrations do you need to use this dashboard?

The Lead Source Tracking Dashboard requires your CRM and the SegMetrics tracking pixel. See our full list of integrations.

More ready-to-use dashboard templates

See all of our 100+ pre-built dashboards

Conversion Overview

Track your BOFU performance. See the last-touch moments that drive revenue.

Acquisition with Sales Velocity

See who’s coming into your funnel and how quickly they convert to customers.

Top Referral Lead Source Tracker

Instant clarity on your referral sources — no guesswork, just actionable answers.

How SegMetrics Works

You have questions. SegMetrics has answers.

When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.

SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.