Contacts & Relationships
Contact Source Stats
See where your contacts come from — lead sources, imports, and channels — with trends that inform marketing spend.
Why it matters
Agents often debate marketing ROI without source discipline in the CRM. When every lead is tagged at intake, source stats reveal which investments produce closings — not just clicks. That clarity stops wasted spend and doubles down on channels that actually fill your pipeline.
Purpose
Contact Source Stats breaks down your database by acquisition source: Zillow, sphere, open house, Facebook leads, referrals, and custom sources you track. Understand which channels feed your pipeline today and how source mix shifts over time. Drill into any slice to see the underlying contacts and measure conversion by origin.
How it works in SAM
SAM aggregates contact records by source field, displays distribution on the dashboard widget, and lets you click any segment to open the matching contact list. Expanded views add detail for team reviews and planning sessions.
Business goals it supports
- Measure lead source quality and volume over time
- Inform marketing budget and channel decisions with CRM data
- Coach agents on consistent source tagging at intake
- Connect Conversion efforts to accountable source tracking
Key benefits
- Visual breakdown of contacts by source
- Trend visibility as your database grows
- Click-through to contact lists by source
- Expanded views for deeper analysis and export
- Supports custom source values your team defines
Related SAM features
Questions & answers
Common questions about this widget — why teams use it, what it measures, and how it fits your workflow.
Build your Control Center in SAM
Start a trial, pin the widgets that match your workflow, and see your business at a glance every morning.