What is Presented in the Report?

The “Lead Statistics” report includes all of the lead statistics such as the number of new leads, lost leads, etc. in a given time frame.

How to View the Report?

  1. Click on “Reports” in the platform sidebar and then click on the “Lead Statistics” report

  2. Choose the filters you’d like to view according to the fields shown in the header of the report. Important filters in this report:

  • Monthly

  • Yearly

  • Custom

Actions Within This Report:

  1. Sorting the report - hover your mouse over a column you’d like to filter and click on the arrow. Text columns can be sorted alphabetically and numerical columns can be sorted by smallest to largest and vice versa.

  2. Add to favorites - click on the star icon next to the report name

  3. Print - click here for a tutorial

  4. Export data and download to Excel - click here for a tutorial

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