Track where your inquiries are coming from and measure how well different lead sources perform.

Project reports give you insight into where your projects originate and how those sources contribute to your business success. By tracking project sources and analyzing their performance, you can make informed decisions about where to focus your marketing efforts.

Within the project reports page, you can:

Navigate to Insights ➔ Project reports in the sidebar. This opens the full project reports page where you can view detailed metrics and manage your project sources.

You can also open it from the Project Reports widget on your Home page by clicking its header link.

At the top of the project reports page, four metrics provide a snapshot of your business activity for the selected time range:

At the top of the page, click the date range to adjust the timeframe for all metrics and charts. You can select from preset options including:

If your charts appear empty, verify that you have selected a timeframe that includes project activity.

You can create project sources from three locations within Dubsado.

When using a project tracking element within a form, you can create new sources directly in the form builder.

You can also create a source at the moment you need it, without leaving the project you're working on.

Dubsado assigns a color automatically, which you can change at any time. The source is created and assigned to that project in one step.

You can edit a source from the project reports page or from any Source dropdown.

On the project reports page, click the source row in the table at the bottom of the page. From there, you can update the source name or change its assigned color.

In a Source dropdown, click the name of the source you want to change. The menu holds an editable name field, a Color swatch grid, and a Delete button. Press Enter or click outside the name field to save a new name. Each source is shared, so renaming or recoloring it updates that source everywhere it is assigned.

Clicking Delete opens a Delete source? confirmation dialog. Click Delete to confirm. Deleting a source removes it from every project it was assigned to, and it cannot be recovered.

There are two ways to assign a source to a project:

Automatically via a form: Add a project tracking element to a Lead Capture form, Questionnaire, or Proposal. When a client selects a source option while completing the form, their project is automatically tagged with that source.

Manually: On the Projects page, click the Project Source cell on a project's row to edit it inline. Inside a project, click View details to open the details panel, then use the Source row of the Project info card.

The project reports area offers 3 distinct ways to analyze your projects.

Below the key metrics at the top of the page, a line graph displays project creation trends over the selected timeframe. This visualization helps you identify patterns in when new projects are coming in.

To filter the chart by specific project sources, click the Filter icon (funnel) beside the Projects created heading and select which sources you want to display.

Further down the page, a bar graph compares the number of projects generated by each source. This makes it easy to see which marketing channels bring in the most inquiries.

To also display revenue data alongside project counts, toggle Show revenue, beside the Projects by source heading.

At the bottom of the page, a table lists all of your project sources along with their performance data:

Use the search bar above the table to find a specific source by name.

Your conversion rate shows how well projects from each source convert into paying clients. A project is considered "converted" when it has received at least one recorded payment. The conversion rate is calculated by dividing the number of paid projects by the total number of projects for each source.

Click the arrow icon on the right side of any source row to open the main Projects page, automatically filtered to show only projects with that source assigned within the selected timeframe.

No. Each project can only have one source assigned. Choose the source that best represents where the inquiry originated.

If you delete a source, it will be removed from the source list, and any projects previously assigned that source will be considered to have no source. This affects your reporting metrics for projects without sources.

Metrics for project sources are calculated based on each project's created date. If you assign a source to an old project, that project will only appear in the source metrics when your selected date range includes the time when that project was originally created.

If your charts appear empty, check the date range selected at the top of the page. Make sure you have selected a timeframe that includes the dates when your projects were created.