Overview and User Perspective
This report is built with the marketer’s mindset in focus. Whether you’re part of the marketing team or a business owner evaluating marketing performance, the report provides a comprehensive overview of lead generation, referral activity, and conversion outcomes.
Filtering Options
At the top of the Production Report page, users can find several filters:
Locations: The ability to search all projects assigned to a location within ProLine, this can be done one location at a time or you can select multiple locations to view at once. See how to configure it here.
Categories: Project categories in ProLine help you organize and classify your projects based on different criteria such as type, management style, or any other custom category relevant to your business needs; examples include.. Commercial, Residential, Property Management. See how to configure them here.
Types: Similar to categories, these help organize your projects dependent on business needs. Most often used as a subset of categories; examples include.. Retail, Insurance. See how to configure them here.
Services: Defines the type of working being offered; examples include.. Roofing, Siding, Gutters, Windows. See how to configure them here.
Tags: Offer versatile options for organizing and managing your projects. They can be used for various purposes, such as: Adding a blacklist tag to projects to prevent automation triggers or identifying the source of a project, even if it differs from the lead source on the contact. See how to configure them here.
Lead Sources: Identify projects based on their originating source (web form, referral). See how to configure them here.
Team Members: View projects only assigned to specific team members.
Zip Codes: Narrow the view to a single or multiple postal areas.
Areas: Used to organize projects into groups based the neighborhood, development, or community they are located in; examples would be the names of those neighborhoods/communities themselves as they are specific to your location. See how to configure areas here.
Start & End Dates: customize the date range that is auto set to one-month.
These filters help ensure the data displayed is relevant to your needs at time of search.
Metrics Explained
New Leads
All leads generated during the selected time frame are listed here.
The Graph:
Gives you a visual representation of the number of leads that are coming into your ProLine account per day based on the date filters set. The leads are shown based on the associated project.
From the listed projects, you can:
Click into individual projects to see details
Call/text/open contact cards for any contacts on the project
Open Project Details
Open Project Activity
View Campaigns related to project
Move the project to a different stage
Export the list as a CSV
Execute bulk actions
Where do I find this option?
Go to the New Leads report and click on the gear icon (in the Project Listicle) to the right of their titles, this will open the pop up for all your options.
There are two main choices, edit or delete. If you choose:
Edit - the following options will be available to edit all the projects that are selected by your filters.
Assignee: reassign the projects to a new user within your ProLine account
Stage: move projects to a new stage in your pipelines
Add Tags
Remove Tags
Main Contact Campaign
Stop All Campaigns (checkbox option)
*Editing will permanently affect the projects in the filter and may take approximately 10 minutes to complete. The number of projects impacted will show in red at the bottom of the pop up.
Delete- this would allow you to delete all projects that are selected by your filters.
Also Delete Associated Contacts (Checkbox option): This will delete all contacts connected to these projects unless they are listed on other projects that aren't being deleted.
Note: Projects which have quotes, orders, invoices, or payments associated with them are skipped. Delete these before deleting the projects.
You will need to confirm this delete by typing “DELETE” into the provided box to eliminate any accidental deletions.
*Deleting is a permanent action. The number of projects being permanently deleted will show in red at the bottom of this pop up. We cannot restore any data deleted using this tool, this is a permanent deletion. Please be extremely careful and only delete the projects you’re sure you don’t want anymore.
Referred Leads
Leads collected during the selected period which came from a referral.
The Graph:
Gives you a visual representation of the number of referrals that are coming into your ProLine account per day based on the date filters set.
From the listed projects, you can:
View the referrer’s name and associated projects
Allows direct communication (call/text) with referrers
Exports available to generate CSV reports
This is particularly useful for incentive programs where referrals are rewarded independently of conversion status.
Lead Source
Leads by source during the selected period. This circle graph helps you visualize where leads are originating, assuming lead sources are properly assigned during entry.
Note: Lead Source is going to be set within the main contact for the project. Should there be a source that is not listed when trying to assign to a contact follow the guide here to add within settings.
You will see both the total number of leads from that source as well as the percentage of that source compared to all other sources for that time period.
New Lead Outcomes
Shows the resulting status of each new lead. Here are some examples:
Inspection - Project/ prospect has been scheduled for (or recently had) an inspection, but has not yet received a quote.
Open - Prospect has received a quote for their project. Project is now considered an “Open Opportunity.”
Won - Prospect has received a quote for their project and the project is now moving to production.
Lost - Prospect permanently rejected the quote for their project, despite being a good fit.
Disqualified - Project/ prospect was not a good fit to work with your company and should not be counted against close rate or other sales metrics.
Reminder: a status is set within your company settings > stages tab > then you will set the status’ that are used for reporting to your customized stages.
Conversions by Source
Conversions by source during the selected period.
Gives you a circular visualization of the number of projects that received a quote and moved to an “Open” status and which source contributed the most. You will see this in numerical and percentage form for each source.
Revenue by Source
Revenue by source during the selected period.
Gives you a circular visualization of the revenue brought in by lead source during the selected period.
Conversion and Revenue by Source are extremely important numbers to compare with each other; one source might bring a higher number of leads but the revenue (value) per project of that source might be lower than others. This insight helps determine which sources to keep reinvesting in.
Inspection Outcomes
The end result of each inspection.
Gives a circular visualization of what happens after inspections are scheduled. In the example within the video above it shows the numerical and percentage of leads who have completed an inspection and who have yet to receive one.
Additional Marketing Metrics
These performance indicators provide a snapshot of marketing ROI and lead efficiency:
Revenue Per New Lead: Average revenue collected per new lead at any time since the lead was collected during the selected period.
New Lead Schedule Rate: The percentage of new leads collected during the selected period that have since had an inspection scheduled, or a quote sent.
Inspections Scheduled: New leads collected during the selected period that have since had an inspection scheduled, or a quote sent.
Inspection Completion Rate: The percentage of new leads collected during the selected period with inspections booked that have since converted to an Open Opportunity.
New Leads Converted: New leads collected during the selected period that have since converted to an Open opportunity.
New Lead Conversion Rate: The percentage of new leads collected during the selected period that have since converted to an Open opportunity.
Unconverted Leads: The total count of all leads received prior to the last day of the selected period that never converted.
Leads (Any Age) Converted: Leads that were converted to an Open status during the selected period.
Important Note: This is entirely different from “New Lead Conversion rate” as it includes ANY lead that would have converted within the selected time period. (ex: a lead from a year ago finally comes back and contracts with you, it will show in this section but not the other)
Settings and Accuracy
For accuracy in the report:
Ensure that status settings in company configuration are aligned with actual pipeline stages (ex: lead, inspection, open, disqualified).
Lead sources should be automatically assigned or manually set upon lead entry to maintain clean attribution data.