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Read-onlyReporting & insightsMCP tool

get_lead_source_roi

Get lead conversion data grouped by source.

Get lead conversion data grouped by source. Returns for each source: total leads, converted count, and conversion rate. Sources include: referral, zillow, realtor.com, open_house, sign_call, website, social_media, etc. Note: cost per lead and ROI are not tracked — only conversion rates from existing data.

Parameters#

ParameterTypeRequiredDescription
periodenumNoTime period to analyze. Longer periods give more reliable conversion data. Default: ytd. · One of: ytd, last_6_months, last_year, all_time
min_leadsnumberNoMinimum leads to include a source in results. Use 5-10 for meaningful averages. Default: 1. · Max: 100 · Min: 1

Example prompts#

  • "Which lead sources convert best for me over the last six months?"
  • "Compare conversion rates by source year to date, only counting sources with five-plus leads."

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.