Project Detail

Description

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- Create an admin tool to allow recording of tracking code and an associated identifier (eg, "123456" with "Company Name") for reporting purposes
- Create an admin tool to set-up groupings of lead-types and subcategories as a single report header (eg, "remortgages" and "home purchase" under the title of "Mortgages" for the reports).
- Create a lead-counter report, to include leads delivered, broken down by type as specified in the above tool, and efficiency. The report should deliver real-time data.
- Create a marketing-source report, to include visits, starts and form-completion data (to be provided). Reports to be broken down by tracking code and report grouping.
- Create a report of marketing revenue, to be incorporated into the marketing-source report if feasible or handled separately if not. Real-time data is not required but is desirable.
- Create a report for revenue generated by lead type, with the option to restrict the report's data based on the credit level associated with the lead.
- Create a report similar to the above, but to list revenue by state. This will be tied to the state that is recorded in the original generated lead.