Lead source analytics dashboards

Purpose

1.1. Automate end-to-end collection, aggregation, and visualization of lead sources for commercial photographers to assess marketing ROI, campaign performance, audience segments, and optimize ad spend.
1.2. Centralize data from multiple marketing and ad platforms into unified dashboards, providing actionable insights on which sources generate high-value leads, tracking client inquiries, web conversions, ad clicks, and referral origins.
1.3. Eliminate manual exports, improve cross-channel intelligence, and facilitate strategic decision-making for advertising photography services.

Trigger Conditions

2.1. New lead activity via website form, call, email, chat, or social platform.
2.2. Update or change in advertising campaign reporting from integrated ad platforms.
2.3. Scheduled interval (e.g., daily/weekly) for dashboard refresh or summary export.
2.4. Manual trigger to analyze a new campaign or test report generation.

Platform Variants

3.1. Google Analytics
• Function: Data API, Report Generation — Fetch session source, medium, campaign, and conversion metrics.
• Sample: Connect via API v4, request `sessions`, `sourceMedium`, `goalCompletionsAll`.

3.2. Facebook Ads
• Function: Marketing API, Insights Endpoint — Pull ad campaign lead stats, impressions, and click sources.
• Sample: Configure `/act_{ad_account_id}/insights?fields=campaign_name,ad_id,leads`.

3.3. Instagram Graph API
• Function: Insights API — Retrieve inquiry counts, post engagement, story replies tagged by source.
• Sample: Fetch `/me/insights?metric=impressions,reach,profile_views`.

3.4. LinkedIn Ads
• Function: Reporting API — Extract lead data by campaign, channel, or sponsored content.
• Sample: `/adAnalytics?q=criteria&pivot=CAMPAIGN&fields=leads,cost`.

3.5. HubSpot
• Function: Contacts API — Access lead source property for each new contact.
• Sample: Use `/contacts/v1/lists/all/contacts/all?property=lead_source`.

3.6. Salesforce
• Function: REST API, SOQL Query — Query Lead records by `LeadSource`.
• Sample: `SELECT Id, LeadSource, CreatedDate FROM Lead`.

3.7. Zapier
• Function: Webhook Trigger/Action — Parse HTTP payloads to sync new lead data to dashboards.
• Sample: Listen for webhook POST, forward to analytics endpoint.

3.8. Microsoft Power BI
• Function: Data Connector — Schedule refresh for connected marketing/lead sources.
• Sample: Configure gateway to update datasets from external APIs.

3.9. Tableau
• Function: Web Data Connector (WDC) — Import lead source data from online apps/services.
• Sample: Build custom WDC to fetch multi-channel campaign stats.

3.10. Google Data Studio
• Function: Community Connector — Pull aggregated lead/conversion metrics.
• Sample: Use Google Analytics, Facebook Insights connectors.

3.11. Pipedrive
• Function: Deals API — Extract deal source and add to reporting layer.
• Sample: `/deals?filter_id=[source_filter]`.

3.12. Marketo
• Function: REST API, Lead Activities — Track new leads by campaign/referral.
• Sample: `/rest/v1/activities.json?activityTypeIds=[IDs]`.

3.13. Mailchimp
• Function: Campaign Reports API — Gather signup/conversion source from email actions.
• Sample: `/reports/{campaign_id}/open-details`.

3.14. Twitter/X Ads API
• Function: Analytics API — Pull ad engagement and lead stats by source.
• Sample: `/stats/accounts/{account_id}/campaigns`.

3.15. Google Sheets
• Function: API Append — Store or sync raw lead activities by tracked source.
• Sample: `spreadsheets.values.append`.

3.16. Monday.com
• Function: Boards API — Add/update source field for new lead items.
• Sample: `create_item` with source column.

3.17. Slack
• Function: Incoming Webhook/Bot — Push instant lead source notifications.
• Sample: Webhook to #leads-reporting channel.

3.18. Notion
• Function: Database API — Create database of leads tagged by originating source.
• Sample: `POST /v1/pages` with properties for channel/source.

3.19. Typeform
• Function: Responses API — Extract source from completed form submissions.
• Sample: `/forms/{form_id}/responses`.

3.20. Klaviyo
• Function: Metrics API — Analyze subscriber lead source across campaigns.
• Sample: `/metrics/timeline?metric=Added to List`.

3.21. Airtable
• Function: API Create/Query — Log and categorize lead-gen events by source.
• Sample: `POST /v0/{baseId}/{tableName}`.

3.22. Intercom
• Function: Conversations API — Tag inquiries with source/referral data.
• Sample: `POST /conversations/{id}/tags`.

3.23. Google Ads
• Function: Google Ads API — Fetch lead conversion location and campaign ID.
• Sample: `searchStream` for `lead_form_submission_fields`.

3.24. Shopify
• Function: Orders API — Track order source channel and marketing attribution.
• Sample: `GET /admin/api/orders.json?fields=source_name`.

3.25. Asana
• Function: Tasks API — Assign task for lead analytics review, append source data.
• Sample: Create task with custom fields for source.

Benefits

4.1. Enables rapid, error-free, multi-channel marketing analysis in minutes.
4.2. Removes manual reporting; dashboards auto-refresh with real-time lead data.
4.3. Facilitates data-driven ad budget and audience targeting decisions.
4.4. Centralizes agency and marketing performance data for instant stakeholder visibility.
4.5. Delivers actionable reports to optimize which campaigns and channels drive business growth.