Overview
Understanding where your customers come from is vital for effective marketing and business growth. The Fergus Customer Source Report offers insights into how customers find you, helping focus marketing efforts efficiently. This tool automatically records customer source data when creating new records in Fergus, as long as a source is selected under their details. Regular tracking builds a clear picture of your most successful customer acquisition channels.
Accessing the Customer Source Report
Getting to your customer source data is straightforward:
Click the Reports icon located in the top right corner of your Fergus interface
Navigate to the Jobs section
Select Customer Source Report from the available options
Understanding Your Data
Once you've opened the report, you'll see a comprehensive breakdown of your customer sources:
Data Display: The report presents a complete list of all your customer sources alongside the count of customers acquired through each channel. This numerical breakdown helps you quickly identify your most and least productive sources.
Visual Analysis: On the left side of the screen, you'll find a pie chart that provides an immediate visual representation of your customer source distribution. This makes it easy to spot trends and patterns at a glance.
Customisation Options: You can refine your analysis by adjusting the date range using the controls in the top right corner. This feature allows you to examine specific time periods or compare performance across different timeframes.
Data Export: For more detailed analysis or integration with other tools, you can download the complete report as a CSV file, giving you the flexibility to work with the data in spreadsheet applications or other analytics platforms.
Conclusion
The Customer Source Report is an essential tool for data-driven marketing decision-making. By regularly reviewing this report, you'll gain clear insights into which marketing channels and customer acquisition strategies are delivering the best results for your business. Use these insights to allocate your marketing budget more effectively, double down on successful channels, and identify opportunities for improvement in underperforming areas.