The Lead performance report helps you understand the current state of past leads and check whether some of them are still pending. You can also analyze how many of them were won or canceled, so that you can take the right measures to improve your sales team performance when needed.
It also shows how much revenue was generated from the leads created on a certain date or during a certain month.
Follow these steps:
Click the ... menu in the top bar.
Click Statistics.
Under Pipeline analysis, click Lead performance.
You can adjust the report with the following options:
Select a date range and click OK, or choose a preset period such as Last week, This month or Last year.
Click filters to refine the data.
Group the data by Date or by Category.
Change the chart scale with Week, Day or Month.
Turn on Exclude still active leads in closed percentages to calculate the closed percentages without the leads that are still active.
At the top, the report shows the number of Created leads and Leads not yet closed.
The Created leads by date chart shows, for each period, the number of created leads (Nb created leads) and how many of them are Now won, Still active or Now lost or canceled. Click Understand this chart for an explanation of the chart.
The table details, for each period, the New leads, Now won, Now lost, Now canceled, Still active and Still unassigned columns, as well as the Total amount and Won amount.
