Reporting periodYear to date, Jan 1 through Oct 16, 2026
LinesAuto
Lead sourceGOAL branded campaigns
Auto
01
Key Metrics
Year to date, Jan 1 through Oct 16, 2026
448
Leads
5 Auto campaigns
12.7%
Quote Rate
57 of 448 leads quoted
1
Policies Sold
Recorded by the Bound event · 10 items
$8,797
CPA
Cost per sale · 1 sold
$880
Cost per Item
Spend per item sold · 10 items
32
Inbound Calls
Direct from prospects
02
Performance by Campaign
Year to date, Jan 1 through Oct 16, 2026
Lead Mix
448
leads
Auto: all other drivers174
Auto: renters148
Auto: homeowners69
Auto: renters (Spanish)57
| Campaign | Leads | Calls | Items | Notes |
|---|---|---|---|---|
Auto: all other drivers Paused |
174 | 14 | 0 | 39% of leads. 22 quoted (12.6%), no sales recorded yet. Ran June to August. |
Auto: renters Active |
148 | 9 | 2 | 33% of leads. 20 quoted (13.5%), 1 sold. CPA $3,032. Ran May and August to October; running now. |
Auto: homeowners Paused |
69 | 4 | 8 | 15% of leads. 11 quoted (15.9%), no sales recorded yet. Ran March to May. |
Auto: renters (Spanish) Paused |
57 | 5 | 0 | 13% of leads. 4 quoted (7.0%), no sales recorded yet. Ran August to September. |
Auto: current State Farm, Farmers or GEICO customers Paused |
0 | 0 | 0 | Ran mainly in December 2025. $10 of spend in early January this year and no leads. |
Combines all five Auto campaigns. Leads by month: January: 0; February: 0; March: 4; April: 11; May: 86; June: 17; July: 69; August: 142; September: 95; October 1 to 16: 24.
03
Conversion Funnel
Year to date, Jan 1 through Oct 16, 2026
Your ad shownimpressions
100%
Clicksto your page
41.9%of impressions
Conversion funnel · rates based on Leads
Leadssubmitted
70.8%of clicks
Contactedreached
–not set up
Quotespresented
12.7%of leads
Salespolicies sold
0.2%of leads
Contact rate is not shown: no Contacted event is set up on this account, so reached leads are not tracked. Quote rate 12.7% (57 of 448 leads). Lead to sale 0.2% (1 sold). CPA $8,797 on $8,797 of spend. 10 Items and 24 X-Dates are recorded. Items run ahead of sales (10 Items on 1 sale), so Items are not yet a per-sale count. The X-Date event was added in late May and the Items event in mid July; both were filled in for earlier months from the agency's uploads.
04
Recommendations
Next review period
1
Raise the Auto Bid on Premium Paid Search 2GOAL
A 10% bid increase on Premium Paid Search 2 in the Auto renters campaign, the Auto campaign still running. It has the highest quote rate of the four largest Auto sources and the one Auto sale this year. Daily limits stay where they are.
Metric behind it: Premium Paid Search 2 across Auto: 14 of 74 leads quoted (18.9%) and 1 sold, CPA $1,384, against 12.7% quoted for Auto overall.
2
Ease the Auto Bid on Premium ReferralGOAL
A 10% bid decrease on Premium Referral in the Auto renters campaign, the largest share of Auto spend with no sale recorded yet. It keeps running, and we review it again next period. Daily limits stay where they are.
Metric behind it: Premium Referral across Auto: 204 of 448 Auto leads (46%) on 49% of Auto spend, 21 quoted (10.3%) against 12.7% for Auto overall, no sales recorded yet. In Auto renters: 5 of 60 leads quoted (8.3%).
3
Log Bound and Items on Every SaleAgency
Each time a policy is written, record the Bound and Items events in GOAL and set the prospect's status. Sales only count toward CPA when the Bound event fires, Items recorded only on sales show how many policies each sale includes, and a status on each prospect shows which campaigns are turning into business.
Metric behind it: 57 Quoted, 1 Bound, and 10 Items events this year. Only 8 of 449 Auto prospects created this year have a status logged (441 have none), and none are marked Sold.
4
Reach More Leads, Across 30 DaysAgency
Contact frequency by week, across phone, text, and email:
Week 1
3+/day
all channels
Week 2
2+/day
all channels
Weeks 3–4
every 2–3 days
all channels
Metric behind it: 57 of 448 leads quoted (12.7%); 391 have no recorded quote yet.
5
Turn X-Dates Into Renewal QuotesAgency
When a prospect is not ready to switch, record the X-Date event with their renewal date and set a reminder to quote again 30 to 45 days before it. Prospects with a known renewal date are among the easiest to win back.
Metric behind it: 24 X-Dates recorded on Auto leads this year, against 1 sale. The X-Date event was added in late May and filled in for earlier months.
All conversion metrics calculated based on Leads, not Clicks.GOAL · Year to date, Jan 1 through Oct 16, 2026