Reports

Overview

The Reports page provides comprehensive analytics to help you understand your sales performance, track conversions, and identify areas for improvement.

Available Reports

1. Funnel Report

What it shows: Conversion rates through your pipeline stages

Key metrics:

• Leads at each stage
• Conversion rate between stages
• Drop-off points
• Time spent in each stage
• Overall funnel conversion rate

How to use:

• Identify stages where leads get stuck
• Optimize your sales process
• Set realistic conversion targets

2. Source Report

What it shows: Lead performance by acquisition source

Key metrics:

• Leads per source
• Conversion rate by source
• Revenue by source
• Cost per lead (if tracked)
• ROI by channel

How to use:

• Find your best lead sources
• Allocate marketing budget effectively
• Stop spending on low-performing channels

3. Staff Report

What it shows: Individual and team performance

Key metrics:

• Leads assigned per staff
• Conversion rate per staff
• Activities logged
• Response time
• Revenue generated

How to use:

• Identify top performers
• Find coaching opportunities
• Balance workload across team

4. Activity Report

What it shows: All activities and interactions

Key metrics:

• Calls made
• Emails sent
• Meetings held
• Tasks completed
• Activity trends over time

How to use:

• Track team activity levels
• Ensure consistent follow-up
• Identify activity patterns

5. Time to Convert Report

What it shows: How long it takes to convert leads

Key metrics:

• Average time to conversion
• Time by stage
• Time by source
• Time by staff
• Conversion velocity trends

How to use:

• Set realistic timelines
• Identify bottlenecks
• Improve sales cycle speed

Filtering Reports

All reports support filters:

• Date Range - Select specific time periods
• Pipeline - Filter by pipeline
• Stage - Filter by specific stages
• Staff - Filter by team member
• Source - Filter by lead source
• Team - Filter by team

Exporting Data

Export report data for further analysis:

1. Apply desired filters
2. Click "Export" button
3. Choose format (CSV or Excel)
4. Download the file

Dashboard Widgets

The main dashboard shows quick stats:

• Total Leads - All leads in the system
• New This Week - Leads created this week
• Conversion Rate - Overall conversion percentage
• Revenue - Total revenue from converted leads
• Pending Tasks - Tasks due today

Best Practices

1. Review weekly - Check reports at least weekly
2. Set benchmarks - Establish performance targets
3. Compare periods - Look at trends over time
4. Share insights - Discuss findings with your team
5. Act on data - Make decisions based on analytics
6. Track changes - Monitor impact of process changes