Hello, my name is Chris. In this article, you'll learn how to track your marketing expenses in LeadCenter.
Adding your spend here gives you full visibility into cost breakdowns across your marketing efforts — helping you understand what’s working and what’s not.

With this feature, you’ll be able to track:

• Cost per campaign
• Cost per lead
• Cost per appointment
• Overall return on investment (ROI)

Assigning Expenses Correctly

To ensure accurate reporting, make sure you assign each expense to the correct campaign when entering it into the system.

If a marketing expense is tied to a specific seminar or event, be sure to select that event when logging the spend.
This ensures the cost is properly associated with the right campaign and included in related reports.

Accessing the Marketing Expenses Page

To manage and track your marketing spend:

• In the Marketing Dashboard, go to the green menu on the left.
• Click Marketing Expenses.

This opens the Marketing Expenses page, where you can:

• Add new marketing expenses
• View existing entries
• Filter expenses by campaign for a focused view

Example:
To see expenses tied specifically to seminars or events, apply the filter for those campaigns. This will display only the expenses entered under seminars and events.

Adding a New Marketing Expense

To enter a new marketing expense:

• Click the Add button.
• In the Marketing Expense dialog box:
  • Select the Campaign (for example, Google Ads).
  • Choose an Expense Category (such as Paid Digital Ads).
  • You can add new categories from the Settings page or quickly click the link in the dialog box to create one.
  • Choose the Spend Date — typically the last day of the previous month.
  • If the expense is related to a specific event, select it from the Event List.
  • Note: The Campaign Name field will be retired soon, so you no longer need to enter a name manually.
  • Add any Internal Notes (for example, “Search Ads”).
  • Click Save.

The expense will now appear in your list. You can use the Year and Month filters to narrow down your view.

Viewing Marketing Expense Reports

Once expenses are tracked, they automatically appear in multiple reports across LeadCenter — starting with the Marketing Expenses Report.

To access it:

• Click the Reports dropdown at the top of the page.
• Select Marketing Expenses from the list.

This opens the full Marketing Expenses Report, where you can view, track, and analyze your spending across campaigns — all in one place.

At the top of the report, you’ll see:

• The total amount spent during the selected time period.
• Options to adjust the date range to view trends over longer periods.

The report includes:

• Detailed breakdowns by source, campaign, and expense category
• A timeline of marketing expenses
• A pie chart showing spend distribution by source

Below the charts, you’ll find a detailed table listing all your marketing expenses by campaign, category, and date — giving you full visibility into your marketing spend.

Wrapping Up

That’s how you track your marketing expenses in LeadCenter.
With proper setup, you’ll gain clear insight into where your marketing budget is going and which efforts are delivering the strongest return.

Thank you!