We'd like to be able to filter leads by state, with the lead's address being used to classify whether they're in-state or out-of-state. For us, anything outside of Iowa would be considered out-of-state.

We'd like to use the lead address as the classification method.

On the reporting side, we'd like to be able to see where our out-of-state leads are coming from by Lead Source, and have the ability to filter by monthly date ranges, compare month-over-month results, and ideally even compare year-over-year if possible.

The ideal solution would be a Leads report where we can filter by state and then break down the results by Lead Source to better understand which marketing channels are generating out-of-state business.

Thanks for posting this, Janae Ferch — totally hear you, especially if a big chunk of your business is coming from out of state. A couple quick questions so we can make sure we’re scoping the right thing:

1) Where in DriveCentric do you need this filter (lead list vs reports/analytics vs dashboards), and what are you hoping to do with the filtered results?

2) What should DriveCentric use to classify “in-state” vs “out-of-state” (lead address, registration address, something else)?

3) On the “by source” piece, are you looking at just Lead Source, or also sub-source/campaign/vendor—and do you need to break it out side-by-side (in-state vs out-of-state) across monthly/yearly date ranges?