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Marketing Expenses Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Marketing Expenses Report

The Marketing Expenses Report helps you review marketing spend by source, campaign, event, category, and spend date.

Use this report to audit marketing expenses, compare spend groupings, and review the detailed list of marketing spend records included in the current report view.

This report is reporting-only. It does not create, modify, or delete marketing expenses.

Marketing expense notes and spend amounts can contain sensitive business information. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Open Marketing Reports.
  3. Select Marketing Expenses Report .

This report refreshes every 15 minutes, so the latest data may not appear immediately.

Set the Spend Date Range

Use the Spend Date control to choose the marketing expense period you want to review. The report updates based on the selected Spend Date range and filters.

Filter the Report

Use the top filters to narrow the marketing spend shown in the report.

Top filters include:

  • Parent Source
  • Child Campaign
  • Event Public Name

Section and table controls may also expose:

  • Spend Category
  • Note
  • Event Internal Name

Select Reset Filters to clear the selected filters and return the report to its default view.

Review Summary Cards and Groupings

The report includes summary cards and groupings for reviewing spend by campaign and total spend.

  • Child Campaign: Campaign grouping shown in the report.
  • Total Spend: Total spend shown for the current report view.

Review Report Sections

The report includes sections for reviewing marketing spend by source, category, and timeline.

  • Parent Source
  • % Spend by Source
  • Category
  • Marketing Spend Timeline

Review the List of Marketing Spend

The List of Marketing Spend provides spend-level detail for the selected Spend Date range and filters. The table includes a grand total for Amount.

The list includes:

  • Spend Category
  • Spend Date
  • Source
  • Campaign
  • Event Internal Name
  • Event Public Name
  • Notes
  • Amount

Keep Marketing Expense Data Accurate

Marketing expenses can support CAC, cost per lead, cost per appointment, and ROI analysis in related reports. Correct campaign, event, and category assignment helps those reports reflect the right spend context.

Use the Marketing Expenses workflow to enter or update expense details. This report only displays the spend records that match the selected filters.

Use Section Controls

Report sections may include controls labeled Sort, Drill up, Drill down, Show applied filters, and Show chart menu.

Download and Export

Select Download PDF to download the current report view as a PDF.

To export a table as a CSV, open the table’s three-dot menu and select Export. For more details, see Exporting Data from Reports .

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