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Leads by Month

Filtered Data

This report is filtered based on your division settings:

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

See how many leads came in each month, and how many of them you won, as a chart and a monthly table. Use it to spot seasonal patterns and to check whether this year's lead flow is keeping pace.

Accessing the Report​

Reports > Marketing > Leads by Month Graph

What the Report Shows​

The chart draws two lines across the months of your date range:

  • Leads (solid) — projects (of the kind Project) created that month. Non-sale projects, deleted projects and projects on a deleted division are left out.
  • Won (dashed) — how many of that month's leads are now on a Won stage.

Every month in the range appears, and a month with no leads shows 0. The months read "Jan", "Feb" and so on, and include the year once the range spans two calendar years. Hover a month to see both counts. Click Leads or Won in the legend to hide or show that line.

Below the chart, a table lists each month's Leads and Won with a TOTAL row. The leads counted here are the same ones the Leads, Appointments to Wins report counts, so for the same date range and divisions the TOTAL row matches that report's TOTAL row.

Filters​

  • Created From / To — the leads' created date. Defaults to January 1 of this year through today.
  • Created By — only leads entered by this person.
  • Salesperson — only leads assigned to this salesperson. The label follows your company's name for the field.
  • Division, Function and Work Type — shown when your company uses more than one function or work type.

Your filter choices are kept in the page address, so you can bookmark or share a filtered view.

A correction in this release

The chart used to count non-sale projects and projects on deleted divisions, which the Leads, Appointments to Wins table never counted, so the two pages could disagree. The chart now counts the same leads as the table. Where your company has those projects, expect the chart's figures to drop to match the table.

Exporting​

Click Export CSV to download one row per month (Month, Leads, Won) followed by the TOTAL row.