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Lead Analysis Reports

Analyze lead volume, sources, and conversion patterns with multiple views and breakdowns.

Accessing Lead Reports​

Reports > Marketing submenu:

  • Lead Count - Volume by source
  • Lead Sales - Revenue by source
  • Leads by Week - Weekly patterns
  • Leads, Appointments to Wins - Leads through appointments to wins; see Leads, Appointments to Wins
  • Leads by Month Graph - Monthly visualization; see Leads by Month
  • Leads & Sales By Project Type - Category breakdown
  • Leads by Zip Code - Geographic distribution

Lead Count Report​

Leads per source or campaign, split by stage, with closing rate and won sales. See Lead Count for the full guide.

Lead Sales Report​

Filtered Data

This report is filtered based on your division settings:

  • Function: Operational
  • Work Type: Full Project, Service

Key Metrics​

MetricDescription
SourceMarketing source
LeadsTotal leads
SalesDeals closed
RevenueContract value
Conversion %Lead to sale rate
Avg SaleAverage deal size

Source ROI Analysis​

If tracking marketing spend:

Cost per Lead = Spend ÷ Leads
Cost per Sale = Spend ÷ Sales
ROI = (Revenue - Spend) ÷ Spend

Leads by Week​

Filtered Data

This report is filtered based on your division settings:

  • Function: Operational
  • Work Type: Full Project

Weekly pattern analysis:

  • Lead volume each week
  • Week-over-week comparison
  • Seasonal trends
  • Marketing campaign timing

Use Cases​

  • Identify best lead weeks
  • Plan marketing timing
  • Staff appropriately
  • Spot anomalies

Leads by Month​

Leads and wins per month now have their own page: Leads by Month.

Leads by Project Type​

Filtered Data

This report is filtered based on your division settings:

  • Function: Operational
  • Work Type: Full Project

Category breakdown:

  • Which project types attract leads?
  • Conversion by type
  • Revenue by type
  • Market demand insights

Strategic Planning​

Use to:

  • Focus marketing by type
  • Adjust service offerings
  • Target promising segments

Leads by Zip Code​

Geographic analysis:

  • Lead density by area
  • Market penetration
  • Service area optimization
  • Territory planning

Mapping Insights​

  • Where do leads come from?
  • Are there untapped areas?
  • Where should you market more?

Common Filters Across Reports​

FilterDescription
Date RangeLead creation date
SourceMarketing source
Source CategoryGrouped sources
SalespersonAssigned rep
StatusOpen, Won, Lost

Best Practices​

Weekly Review​

  • Check lead volume vs. goals
  • Review source performance
  • Identify quick wins

Monthly Analysis​

  • Full source comparison
  • ROI calculations
  • Budget adjustments

Quarterly Planning​

  • Trend analysis
  • Strategic decisions
  • Budget reallocation

Key Questions Answered​

QuestionReport
Where do leads come from?Lead Count
Which sources convert best?Lead Sales
When do leads come in?Leads by Week, Leads by Month
How many leads reach an appointment and a win?Leads, Appointments to Wins
What do leads want?Leads by Project Type
Where are leads located?Leads by Zip Code

Export Options​

All reports support CSV export for:

  • Detailed analysis
  • Management reporting
  • Marketing planning