This report displays the status of all your prospecting lists and lets you dive into the progress of each one. You can also see who the best qualifier in your team is and which prospecting list generates the most qualified leads and new business. These reports are essential to improve your sales reps' prospecting processes and skills.
Follow these steps:
Click the ... menu in the top bar.
Click Statistics.
Under Prospecting analysis, click Analysis per prospecting list.
The first report gives an overview of the current status of all your prospecting lists. For each list, you see at a glance the percentage of entries that:
Are yet to be qualified.
Have been turned into leads.
Have been canceled.
Have been won.
Each list also shows its number of entries, won leads and amount. You can filter the lists with Select a user, Having this tag and Not archived, and sort them by Last update.
Click a prospecting list to open its detailed report. It shows an overview of the list's status, the user activity inside the prospecting list, and the outcome of the leads created from it, broken down by user.
This part displays the total number of entries, how many of them have been canceled, and the percentage of the list that is yet to be qualified, has been turned into leads and has been won, so that you can visualize the quality of your prospecting list. You can also look further into the status of the entries that have been turned into leads.
Whether the list is generated by your marketing team or purchased from a vendor, this report shows how qualified the prospecting list is, as well as the qualification performance of each user.
The table displays the activities completed on the selected list, per user. The Won and Amount columns show the number of leads created by that user that have been won, and their value.
This table displays the activities completed per user on the leads generated from the prospecting list. It shows the status of the created leads, who owns them and who converts them into customers, so you can analyze the performance of the users who close the deals.
