How To Read The Lead Status Report

1. Go to the Reports tab.

2. You will find the Lead Status report on the first tab.

Lead Status Report Overview

This report shows new leads generated during a given date range. The date filters are based upon the created date of the leads.

The data in this report can be viewed by Contact Method or by Marketing Source. By default, your data will be grouped by Contact Method. Select Filter to revise the date range and to change the Report Type to Marketing Source.

This grouping will show you each location and the channels that are driving leads.

Date Range: Leads who inquired during the time frame
Status: You can filter by lead status
Group by: You can filter by Date, Source, Contact Method or Status
Filter: You can filter to change the criteria
Download: Download the stats onto an excel file
Menu: Print or download as an image
Legend: You can click on the legend to add or exclude lead statuses on the chart


Report Type: View by Contact method or Marketing Source
Status: View by all or individual lead statuses
Group by: Group by Date, Source, Contact Method or Status
Tags: You can view lead statuses of specific tags

View By Contact Method
When the report is grouped by Contact Method (default), in the table data below the graph you can drill into marketing sources and see the current status of each lead and the closing percentage.

Below the graph, you can see the leads by the date they enquired, starting with the most recent leads. Scroll down to see less recent leads through time for the given date range. You will also see helpful metrics such as Time to First Contact Attempt, Calls Attempted, Spoke to, SMS, Email, and Next Action (is there a Follow-up Call or Appointment booked for that person?)

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