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Reports and Analytics for Lead Management

< 1 min read

  1. Tracking Lead Sources:
    • Use the Lead Report to analyze where most of your leads are coming from (e.g., website, social media, referrals).
    • This report helps you understand which lead generation channels are most effective.
  2. Lead Status Report:
    • View a breakdown of lead statuses (e.g., New, In Progress, Converted, Closed) to understand the current state of your sales pipeline.
  3. Lead Conversion Rates:
    • Measure how many of your leads are being successfully converted into opportunities or customers. This will help you assess your sales team’s effectiveness.
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