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 in your navigation bar.

After navigating to your report tab, Pipeline users will now see a menu for Leads. Click into the left sidebar to open up your reporting menus.

Then click into any report to view your data.

Change the date range

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.

Apply filters

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

Adjust the group by and metrics

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.