Track your active leads

The Active leads report provides real-time insights into your current business. It helps you monitor the leads currently in the Todo and Standby statuses and gives you a convenient overview of your ongoing pipeline.

How do you access the Active leads report?

Follow these steps:

1. Click the ... menu in the top bar.

2. Click Statistics.

3. Under Pipeline analysis, click Active leads.

What does the report show?

The report details the number of leads in the Todo and Standby statuses, along with their amounts:

• The Active leads by user chart, which you can display by Number of leads or by Amount.

• A table with, for each user, the Leads Alive, Todo, Standby, Amount and Weighted Amount columns. Turn on Hide empty lines to hide the users without active leads, and click the print icon to print the report.

How do you filter the report?

To dive deeper into the details, use the By Team, By user, By pipeline, By tag and Without tag filters.

Important: You can't filter this report by date, as it is not a relevant filter for active leads.

Which key figures are displayed on the Statistics home page?

When an administrator opens the Statistics section, key figures are displayed at the top:

• Currently in the pipeline: the number of currently active leads (Todo + Standby) and their total amount (unweighted).

• This month and Last month: the number of won leads and their amounts for the current month, compared with the previous month.

Note: These key figures are displayed exclusively for administrators.