Lead conversion rate reporting allows you to report and take action on any of the customer leads you are generating through Pipeline. Now you’ll be able to easily see your leads win rate, which leads are still outstanding, and how many leads converted by date or employee.

Note: Lead conversion rate reporting is only available for Pipeline users. Click here to learn more.

Select the Reporting tab, located at the top of your HCP account in your navigation bar.

After navigating to your reporting tab at the top of the homepage bar, click open your Lead Reporting menu by clicking 'Leads' on the left sidebar. This will open your Leads Reporting menu.

On the Leads report page, you'll see several different report options organized by date, type, or employee. Click on any of the report names to pull that specific report.

Once you've clicked on the 'Reporting' tab on your Homepage and then clicked on 'Leads' on the left-hand side under 'Estimates' click 'Leads conversion by week'. Once you are on this report you can click on two date settings buttons on the top left of the leads report chart to change the data being shown. This is the date range you want to view and how you want the report organized. This functionality is the same on every report.

You can apply any of the following filters to your leads report by clicking on the 'Filters' button at the top right of the report and scrolling to view:

Customize the metrics in the data table by using the blue 'EDIT COLUMNS' button located at the bottom right of the report graph. Once in the edit columns menu, you can select or unselect metrics to see in the table.

You can change how the data is summarized (by date, employee or lead source) by using the group by drop-down selector in the edit columns menu.

To view any individual lead corresponding to a row in the table, click on that row. To view all leads that meet your report filters, click on the total row in the table.

View your call to job conversion on any of the customers calling through Voice

Call conversion rate reporting allows you to accurately see your call to job conversion on any of the customers calling through Voice. Now you’ll be able to easily see all calls coming in, your call conversion rate from your total opportunity calls, and how many estimates or jobs were generated from those calls.

Note: Call conversion rate reporting is only available for Voice users. Click here to learn more

Select the reporting tab, located at the top of your HCP in your navigation bar.

Voice users will now see a menu for Voice reports.

Select the 'Voice' option located on the left sidebar to open up your reporting menus and click into any report on the right side to view your data.

You can click on two date settings buttons on the top of the chart to change the data being shown. This functionality is the same on every report.

Date range = Shows any leads that fall within a specific date range. To edit, simply click the current date range dropdown menu at the top of the report, and select the time frame you'd like to view.

Created date: This setting next to the 'Week to Date' field will currently be the only setting for this field in the leads report and shows leads created within the date range selected. This will show the date the lead was created by your employee.

Apply filters

Apply filters by clicking on the blue 'MANAGE FILTERS' button located on the bottom left of the report graph.

Adjust the group by metrics

Customize the metrics in the data table by using the blue 'EDIT COLUMNS' button located at the bottom left of the report graph. Once in the edit columns menu, you can select or unselect metrics to see in the table.

From this view you can select the metrics to include in your report, and you can change how the data is summarized (by date, employee, call reason or lead source) by using the group by drop down selector in the edit columns menu. Select the blue 'SAVE' button at the bottom right of the pop up menu to save your column selection.

Estimate conversion rate reporting allows you to report and take action on the estimates you are providing your customers. Now you’ll be able to easily see your estimate win rate, which estimates are still outstanding and how much revenue was lost to declined estimates.

Select the Reporting tab, located at the top of your HCP in your navigation bar.

After navigating to your report tab, you should see a tab titled 'Estimates' on the left sidebar. Click 'Estimates' to open up your reporting menus.

Click into any report on the right side to view your data.

You can click on two date settings buttons on the top of the chart to change the data being shown. This functionality is the same on every report.

Date range = show me any estimates that fall during a date range that I specify

Created date: This setting next to the 'Week to Date' field will currently be the only setting for this field in the leads report and shows leads created within the date range selected. This will show the date the lead was created by your employee.

Apply filters by clicking on the blue 'MANAGE FILTERS' button located at the bottom left of the report graph.

Customize the metrics in the data table by using the blue 'EDIT COLUMNS' button located at the bottom right of the report graph. Once in the edit columns menu, you can select or unselect metrics to see in the table.

You can change how the data is summarized (by date, employee or lead source) by using the “group by” drop down selector in the edit columns menu.

To view any individual estimate corresponding to a row in the table, click on that row. To view all estimates that meet your report filters, click on the total row in the table.