What is the Leads Conversion Rate Report?
Leads conversion rate reporting allows you to report and take action on any of the customer leads that 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 were converted by date or employee.
Leads conversion rate reporting is only available for Pipeline users. Click here to learn more.
Accessing Lead Reporting (Pipeline Users Only)
After navigating to the main reporting tab on 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.
Filtering your Leads Report data
Change the leads report date range
One 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.
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 to your leads 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:
Lead tags
Employee
Lead source
Customization of the leads report data
Finally, you can customize the metrics in the leads data table by using the 'Edit Columns' button on the upper right side of the report.
Once in the 'Edit Columns' menu, you can select metrics to see in the report by checking or unchecking the box next to each metric.
What do the metrics mean in the leads report?
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).
Total Count: Total of all columns combined
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.