Analyze leads' performance

This report allows you to understand the current state of past leads and check if some of them are still pending. You can also analyze how many of them were won or cancelled, so that you can take the right measures to improve your sales team performance when needed.

See how much revenue was generated from the leads created on a certain date or during a certain month. By comparing this report, to the forecast report, you can also get insight of where your company's results are standing.

Example:

If a lead is created in January and won 4 months later in April, the won lead will not appear in the April bar but in the January bar, when it was created.

It means that if a lead was won during the time frame selected but was created before the selected start date, the lead will not appear in this report. Therefore, the amount won will not be considered.