Marketing performance overview
The Marketing Results dashboard brings together activity from:
- Reviews
- Campaigns
- Referrals
- Website
- Work showcases
- Social publishing
- Google Business Profile
- Client lead sources
- Job revenue
Use it to identify useful channels, incomplete setup, and opportunities for the next marketing plan.
Choose a reporting period
Before comparing metrics, confirm:
- Date range
- Account timezone
- Included marketing tools
- Attribution window
- Whether the metric counts clients, jobs, messages, or revenue
Some cards use a fixed recent period, such as 30 or 90 days, even when another dashboard control shows a broader range.
Compare review performance
The review benchmark section can compare your Google Business Profile with selected nearby competitors.
It can show:
- Your average rating
- Review count
- Recent review activity
- Competitor average rating
- Recent competitor reviews
A connected Google Business Profile is required.
Add competitors
- Open Marketing Tools > Reviews.
- Find Competitor Comparison.
- Select Add Competitors.
- Adjust the search radius.
- Review recommended businesses or search by name.
- Add relevant competitors.
Select businesses that offer similar services in the same market. A company may be absent when its Google profile hides the address and exposes only a service area.
Benchmarking is directional. Differences in service mix, geography, age, and job volume can affect ratings and review counts.
Review funnel
The reviews card can show:
- Clients Contacted: Review requests sent
- Clients Engaged: Review-request links opened
- Clients Reviewed: Reviews submitted
- Average Rating: Rating across connected review sources
Compare each stage to find the bottleneck.
For example:
- Low contacted count suggests the review automation is not reaching enough eligible clients.
- High contacts but low opens suggests timing or message clarity needs improvement.
- High opens but low reviews suggests the review experience or request wording needs attention.
Campaign results
Campaign performance can include:
- Delivered emails
- Opens
- Link clicks
- Unsubscribes
- Jobs attributed to campaigns
- Revenue attributed to campaigns
Fieldified can attribute a job when it is created within the configured period after a client receives a campaign. Attribution can include one-off and recurring jobs.
One-time campaign attribution can stop updating after a defined reporting window, such as 90 days after delivery.
Interpret campaign attribution carefully
Attributed revenue means the client received the campaign before the job was created within the attribution window. It does not prove that the campaign was the only reason for the booking.
Consider:
- Previous client relationship
- Seasonal demand
- Other messages
- Sales follow-up
- Referral source
- Existing recurring work
Use attribution for comparison and planning, not as a perfect causal measurement.
Referral results
The referrals card can show leading client advocates.
For each referrer, review:
- Referred clients
- Jobs booked
- Revenue from referred work
- Reward status
The insight can use a recent job-creation window such as the last 90 days.
Recognize valuable referrers while applying the published program terms consistently.
Website results
Website reporting can show:
- Visitors: Sessions or visitors to the Fieldified website
- Requests: Work requests submitted through the site
Compare visitors with requests to estimate conversion.
Request conversion rate = submitted requests / website visitorsA low conversion rate can indicate:
- Unclear services
- Weak calls to action
- Poor mobile experience
- Missing trust signals
- Service-area mismatch
- A request form that asks too much
Traffic and request cards can use a recent fixed period such as 90 days.
Lead-source performance
Lead-source reporting depends on the lead source stored on client records.
Use it to compare:
- New leads by source
- First-job revenue by source
- Jobs created by source
- Conversion from lead to booked work
The revenue view can use the first job for each client created within the reporting period. The lead view can count clients created in a shorter period.
Keep lead sources consistent. Avoid duplicates such as Google, Google Search, and google unless they represent deliberately different sources.
Review client records from Clients when a source is missing or incorrect.
Revenue by marketing channel
Channel reporting can compare attributed job revenue across:
- Campaigns
- Referrals
- Website requests
- Google Business Profile
- Social activity
- Other recorded lead sources
Check whether revenue values represent:
- Job value
- Invoiced amount
- Collected payment
- First job only
- All attributed jobs
Use the metric definition shown on the card before comparing it with finance reports.
Recommended actions
The dashboard can suggest next steps, such as:
- Connect Google Business Profile.
- Request more reviews.
- Complete lead-source data.
- Publish a recent showcase.
- Create a campaign.
- Improve a low-converting website page.
- Follow up on referred leads.
Open the recommendation to create an activity in the Marketing Action Plan.
Diagnose incomplete or unexpected data
When a card is empty or lower than expected, check:
- Required integration is connected.
- Clients have lead sources.
- Jobs fall inside the attribution window.
- Campaigns were sent to eligible clients.
- Website forms use Fieldified request tracking.
- Reviews are connected to the correct business profile.
- Referral links or codes were used.
- Date range and timezone are correct.
Use results to make decisions
Review performance in this order:
- Confirm data quality.
- Compare activity volume.
- Inspect conversion.
- Compare attributed jobs and revenue.
- Consider operational capacity and margin.
- Choose the next experiment.
Avoid optimizing only for opens, followers, or website traffic. The strongest marketing activity creates suitable work that the business can deliver profitably.
Use operational reports such as Job Performance and Request Pipeline to review the work created after marketing.