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Reporting

Lead report​

Where to find it​

Open “Reporting”, then “Lead report”.

Purpose​

The report is intended for lead analysis by time and attributes. It helps answer questions such as:

  • how many leads were created during a period;
  • which types and statuses occur most often;
  • what the expected revenue is and how it is distributed by sales person;
  • which leads were expected to close in a certain period.

The report is built as a pivot table: you can change dimensions and groupings depending on your task.

Available fields​

The report typically includes:

  • main attributes: ID, Name, Lead status, Lead type, Partner, Sales person, Lead priority, Lead tags;
  • forecast: Probability, Expected closing, Expected revenue;
  • contacts: Phone, Email;
  • description and additional data (address, website, contact person) — if filled.

“Date interval” filter​

In the “Filters” block, the “Date interval” parameter is available.

It limits the lead selection by lead date:

  • not earlier than the selected “from” date;
  • not later than the selected “to” date.

Recommendation: when analyzing a monthly pipeline, always set a date interval so the report is fast and comparable.

Time dimensions​

The report includes calculated time dimensions:

  • by lead date: minute, hour, date, day of week, week, month, year;
  • by expected closing: day of week, week, month, year.

This allows, for example, comparing expected closings by weeks or assessing manager workload by months.

Examples of useful views​

Below are examples of questions this report is convenient for:

  1. How many leads come in by week
    • set a date interval;
    • group by week (by lead date);
    • count leads in each group.
  2. Planned closings by month
    • set a date interval;
    • group by expected closing month;
    • analyze expected revenue.
  3. Workload by sales person
    • group by sales person;
    • add dimension by lead status;
    • compare expected revenue and count.

Data quality recommendations​

To keep the report useful:

  • fill “Expected revenue” and “Expected closing” at least for leads in progress;
  • make sure a sales person is assigned;
  • do not keep leads in one status without movement: move them through stages or close them.