LEAD TRACKING & REPORTING

Know Where Every Opportunity Comes From

Every call and form inquiry generated through your Kaboom Leads system is tracked, attributed to its traffic source, and available for reporting and review. You know what came in, when it arrived, where it originated, and what your team did with it — giving you a clear picture of how your local lead system is performing.

SAMPLE REPORTING WORKFLOW

From First Contact to Collected Revenue

Kaboom Leads tracks every entry point into your sales process. The workflow below shows how a single lead moves from initial contact to closed revenue — and how each stage feeds the reporting picture for your active partnership.

01

Lead Received

A tracked phone call or form inquiry enters the system and is logged with source, timestamp, and contact details.

next step

02

Contacted

Your team reaches the prospect by phone, text, or email. Response speed directly influences close rates.

next step

03

Appointment

A site visit, inspection, consultation, or virtual walkthrough is scheduled with the prospective customer.

next step

04

Estimate

Your team prepares and delivers a quote, proposal, or bid to the prospect.

next step

05

Sale

The prospect accepts the estimate and confirms the job or project.

next step

06

Collected Revenue

Payment is received for the completed work. This is the verified revenue figure for reporting purposes.

next step

07

Gross Profit

Revenue minus direct job costs. This metric is most relevant for commission-based and ROI-protection arrangements.


Not every lead will complete every stage — and that is expected. The goal of the workflow is to give your team and Kaboom Leads a shared language for measuring what is working and where improvements can be made. Lead volume and performance vary by market.

ADVANCED REPORTING REQUIREMENTS

Commission and ROI-Protection Arrangements Require Stronger Reporting

Standard flat-monthly partnerships require basic reporting: answer rates, lead status updates, and periodic performance reviews. Commission-based and ROI-protection arrangements go further — they depend on verified data from your sales process to calculate billing, protection credits, and bonus eligibility.

CRM tracking
CRM or Lead Log Tracking

A reliable system for recording every lead received, contacted, and followed up.

Estimate reporting
Estimate Reporting

Documentation of quotes or proposals submitted for each qualifying opportunity.

Closed-sale reporting
Closed-Sale Reporting

Confirmation of jobs won, including customer name, service type, and close date.

Collected revenue reporting
Collected-Revenue Reporting

Verified payment amounts received for completed work, not estimated project value.

Gross-profit reporting
Gross-Profit Reporting

Job revenue minus direct labor, materials, and subcontractor costs for each sale.

Audit rights
Audit Rights or Verification

Kaboom Leads may request supporting documentation to verify reported figures under commission or performance-protection arrangements.

Lead attribution
Lead Attribution Standards

Mutual agreement on which leads originated from the Kaboom Leads system versus other sources.

Operational history
Strong Operational History

Demonstrated ability to answer calls, respond quickly, and close at a consistent rate within the approved service area.


Commission and ROI-protection arrangements are not available in every market or industry. Terms require a separate written agreement. The signed Lead Generation Agreement controls all billing, reporting, and dispute decisions.

Commission-based arrangements are available only for select qualified partners and may require additional tracking and reporting.

READY TO TRACK RESULTS

Discuss Your Tracking Requirements

Before choosing a partnership model, it helps to understand what your team tracks today and what reporting tools you have in place. Kaboom Leads will walk through your current setup, explain what each partnership model requires, and recommend the right structure for your business and market.

Lead volume and performance vary by market. Market exclusivity is subject to availability and an active written agreement.