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.
Accessing Lead Reporting
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.
Changing report output/filtering 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.
Date range = show me any leads that fall during a date range that I specify
You can apply any of the following filters by clicking on the manage filters button.
Adjust the group by and metrics
Finally, you can customize the metrics in the data table by using the edit columns button. 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.
Drilling into Leads details (COMING SOON)
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.
Understanding Leads Metrics
Open count: Total count of open leads that are still actively being worked within Pipeline.
Won count: Total count of leads moved over to won on the Pipeline leads board. A prompt will start estimate or job creation for these leads.
Lost count: Total count of leads moved over to lost on the Pipeline leads board.
Conversion rate: Percentage of generated leads that have moved over to the won column on the leads board, out of the total leads (won, lost and open).