Quick Kit

Lead Source ROI Scorecard

Some sources flood you with cheap leads that never qualify. Some quietly bring the ones that close. This scorecard grades each source on the metric a CAC calculator skips — how many of its leads are actually a fit — and tells you, honestly, which to SCALE, FIX, or CUT.

  • Qualified-lead rate + cost per qualified lead, per source
  • SCALE / FIX / CUT from your own numbers
  • A fit gate that won't let you scale junk
  • Blended ROAS + the exact spend to reallocate
$49
one-time · instant download
Get the Scorecard
One workbook · 3 tabs
Start Hereprimer + the fit gate
Dashboardblended ROAS + spend to move
Source Scorecardper-source verdict
01The problem

Your cheapest source might be your worst one.

Cost-per-lead and even CAC can flatter a bad channel. A source that floods you with 1,200 cheap leads and closes a couple looks fine on cost — but if only 8% of those leads ever qualify, you're paying your sales team to wade through junk, and the closes are probably luck, not a signal you can scale. The number that separates volume from fit is the qualified-lead rate, and most dashboards never show it by source.

Fit ≠ volume

a source can produce leads all day and almost none that qualify. Volume hides the leak.

Upstream of CAC

cost per qualified lead catches a bleeding source before it shows up diluted in blended CAC.

Your counts

the verdict reads your own qualified-lead numbers — no industry multiplier, no guess.

02Try one source

Watch a profitable source get gated.

This is the scorecard's exact math on one source. It's making money — but raise its qualified leads above the fit floor and watch the verdict change.

One source — the rest live in the workbook

This source is profitable (good ROAS) but most of its leads don't qualify. Watch the verdict when you raise the qualified leads above the fit floor.

Qualified rate
8%
ROAS
4.0x
Cost / qualified lead
$63
CAC (context)
$375
FIX
The fit gate: ROAS clears the bar, but the qualified rate is below 20% — so this can't be SCALE. Cheap junk that closes once in a while is still junk. Lift the fit first.

The verdict is from your own qualified-lead counts — no industry multiplier. A planning tool, not financial advice.

This is the live engine. Score every lead source side by side, not one at a time See your blended ROAS and the exact spend to reallocate Tune the fit floor and ROAS thresholds to your business

Get the kit — $49
03The standard

Two dimensions, one honest gate.

How the verdict is decided
  • SCALE — good fit (qualified rate ≥ your floor) and a strong return (ROAS ≥ your threshold). Pour more in.
  • FIX — one good dimension, not both: profitable but poor fit, or good fit but losing money.
  • CUT — losing money and poor fit. Reallocate the spend.

You set the fit floor and the ROAS thresholds, so the verdict reflects your business.

The qualified-rate floor gate

A source whose qualified-lead rate is below your floor cannot earn SCALE — no matter how high its ROAS. Cheap junk that gets lucky on a couple of closes is still junk; scaling it just buys more junk.

Example: a source at ROAS 4.0 but only 8% qualified → FIX, not SCALE. Lift the fit above the floor and it releases to SCALE.
04How it works

Five numbers per source. The rest is computed.

STEP 1
Enter your sources

For each lead source, type spend, raw leads, qualified leads, closes, and average deal value. One row per source.

STEP 2
Read the verdict

The scorecard computes qualified rate, cost per qualified lead, close rate, CAC, revenue, and ROAS, then returns SCALE / FIX / CUT — with the fit gate applied.

STEP 3
Move the money

The Dashboard shows blended ROAS, blended cost per qualified lead, your top source, and the exact spend sitting in CUT sources to reallocate.

What gets computed

Qualified rate = qualified ÷ raw leads (your fit signal) · Cost per qualified lead = spend ÷ qualified (upstream of CAC) · Close rate = closes ÷ qualified · ROAS = revenue ÷ spend. Every cell is a live formula — change an input and the verdict updates.

05What it is — and isn't

A fit scorecard, not a CAC calculator.

What it is
  • A workbook that grades lead sources on qualified-lead yield, not just cost.
  • A per-source SCALE / FIX / CUT verdict with an honest fit gate.
  • The spend-to-reallocate number, computed from your own data.
  • Editable thresholds — your floor, your ROAS bars.
What it isn't
  • Not a CAC calculator. For CAC, payback, and LTV:CAC per channel, use the CAC & Payback Calculator.
  • Not a lead source — it grades the sources you already run.
  • Not a way to launder junk volume into a SCALE — the fit gate exists to stop that.
  • Not financial advice; the numbers and the verdict are yours.

This is a planning tool that organizes your own lead-source numbers. It isn't financial, accounting, or investment advice.

06Who it's for

Anyone spending across more than one lead source.

Built for
  • Founders and marketers splitting budget across ads, referral, email, and more.
  • Anyone whose cheapest channel might be quietly wasting their sales team's time.
  • Operators who track qualified leads (or can) and want a fit-weighted verdict.
  • Agencies reporting on which client channels actually produce qualified pipeline.
Not for
  • Teams who only need acquisition cost — that's the CAC & Payback Calculator.
  • Anyone without a count of qualified leads per source (you'll need that input).
  • Screening people for jobs, housing, or credit — this grades ad spend, not people.
08Common questions

Straight answers.

Lead-quality yield by source. For each lead source you enter spend, raw leads, qualified leads, closes, and average deal value; the workbook computes your qualified-lead rate (how many of a source's leads are actually a fit), cost per qualified lead, close rate, CAC for context, revenue, and ROAS — and returns SCALE, FIX, or CUT for each source. The verdict comes from your own qualified-lead counts, not an industry benchmark.

Stop scaling your cheapest junk.

One workbook, three tabs, your own numbers. Find the sources that bring fit, see the spend to reallocate, and give every channel an honest verdict.

$49

one-time · instant download · works in Excel, Google Sheets, or Numbers

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