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How Did You Hear Revenue Report Documentation

Menu Location: Reports > Financial > How Did You Hear Revenue

Access Level: Manager and above

Last Updated: 2026-03-01

Overview

The How Did You Hear Revenue Report analyzes total revenue generated from customers acquired through different marketing channels. This attribution report helps measure marketing ROI, optimize advertising spend, and identify most profitable acquisition sources.

Primary Functions:

  • Track lifetime revenue by acquisition source
  • Calculate customer acquisition cost (CAC) effectiveness
  • Measure marketing channel ROI
  • Identify highest-value acquisition channels
  • Optimize marketing budget allocation
  • Compare organic vs paid channel performance

Common Use Cases

Use Case 1: Marketing ROI Analysis

Goal: Determine which channels generate most revenue

Steps:

  1. Run report for current year
  2. Sort by total revenue (highest first)
  3. For each channel, compare:
    • Total revenue generated
    • Number of customers acquired
    • Average revenue per customer
    • Marketing spend (external data)
  4. Calculate ROI: Revenue / Marketing Spend
  5. Identify high-ROI channels to increase investment

Example:

  • Google Ads: $45,000 revenue, $8,000 spend = 562% ROI
  • Facebook: $28,000 revenue, $12,000 spend = 233% ROI Conclusion: Increase Google Ads budget, optimize Facebook strategy.

Use Case 2: Organic vs Paid Comparison

Goal: Understand value of organic acquisition

Steps:

  1. Group channels into organic (referrals, word-of-mouth, organic search) vs paid (ads, affiliates)
  2. Compare total revenue from each group
  3. Calculate cost-per-acquisition for paid only
  4. Analyze customer lifetime value differences
  5. Balance organic growth with paid acquisition

Goal: Track channel effectiveness over time

Steps:

  1. Run report for last 3-6 months
  2. Group by month
  3. Track each channel's monthly revenue
  4. Identify:
    • Growing channels (increasing revenue)
    • Declining channels (decreasing revenue)
    • Seasonal patterns
  5. Adjust marketing strategy accordingly
  • Customer Acquisition Report - New customer counts by source
  • Marketing Campaign Tracking - Specific campaign performance
  • Customer Lifetime Value - Long-term value analysis

Quick Reference Card

Task Action
Channel ROI Sort by revenue, compare to marketing spend
Top revenue source Sort by total revenue descending
Organic vs paid Group channels, sum revenue by type
Monthly trends Group by month, track channel performance

FAQs

How is "How Did You Hear" tracked?

Captured during customer signup via dropdown or form field asking how they found your business.

What if customer didn't answer the question?

Shows as "Unknown" or "Not Specified" in report. Encourage completion of this field during signup.

Can customers be attributed to multiple sources?

Typically tracks first touch (initial acquisition source). Multi-touch attribution requires advanced analytics setup.

Change Log

2026-03-01

  • Initial documentation created

End of Documentation