The Event Attendees Report shows every registration by status: attended, requested appointment, no-show, cancelled and waitlist. Total Registered leaves out the waitlist.
Filter by event, source, stage, mail house or office location to see who is worth a follow-up.
See What Your Events Cost and Return
The Event Expenditure Report breaks down spend by event and spend category. The Event Performance Report then shows your cost per new client (Event CAC) and seminar ROI at 1 year, with 3 and 5 year projections, so you know which events pay off.
See Which Events Drive Client Conversions
The Events Report lists attendees who became clients, the event credited and the amount issued. Only qualifying attendees count: Attended, Requested Appointment or Appointment Scheduled.
If a client attended several events, the most recent qualifying one gets the credit, so nothing is counted twice.
LeadCenter includes four built-in event reports: the Event Attendees Report, the Event Expenditure Report, the Event Performance Report and the Events Report, which brings all your events and seminars into one overview.
Yes. The Event Attendees Report lists attendees by status, such as attended, no-show, cancelled or waitlist, with the percentage for each.
Yes. The Event Performance Report adds up registrations, attendance, appointment requests and conversion rates, and calculates the ROI of your events.
Yes. The Event Performance Report breaks results down by month, day of the week, speaker, venue, topic and mail house.
From the events and attendees in LeadCenter’s event management, event costs entered in Marketing Expenses, first appointments booked with the category “1st Visit - Not A Client”, and financial accounts for production.
Know Which Events Are Worth the Spend
See who showed up, what each event cost and which events turned attendees into clients, all in one place inside LeadCenter.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
