Lead Report

Generate the Notfy Lead Report: distribution by funnel stage, revenue won and forecast, average ticket, conversion, cycle and loss reasons.

The Lead Report shows your sales funnel’s performance in the period: how many leads are in each stage, how much was won, what the conversion is and why deals were lost.

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When to use

Use it to account for sales results, compare salespeople and identify where the funnel loses the most deals.

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Generate the report

1. Open the Report Center

   Reports menu, Report Center.

2. Select Lead Report

   In the Report field.

3. Apply the filters

   See the table below. All are optional.

4. Generate the file

   Generate PDF, Export CSV or Send by email. See Reports.

Filter	What it does
Filter by funnel stage	Limits to one stage of your team’s funnel.
Salesperson	Limits to the leads of one owner. The default option is All sellers.
Start date and End date	Period of the lead’s creation date.

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What the report shows

Section	Content
Pipeline Distribution	Total leads and quantity per stage, with your team’s stages.
Revenue Won	Sum of the value of won deals.
Forecast	Forecast revenue of open deals.
Average Ticket	Average value of won deals.
Conversion Rate	Percentage of converted leads.
Average Cycle (days)	Average time from lead to closing.
Loss Reasons	Number of losses by reason, when there are any.
Lead Details	List with Lead, Contact, Owner, Value, Status (stage) and Created On.

The loss reasons are the ones recorded in the Pipeline: price, competitor, no budget, no response, not a fit, bad timing and other. The more complete the record, the more useful the report.

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How to use the numbers

• Many losses due to price: review the offer and the payment terms.
• Long cycle for a salesperson: it is worth following their conversations and task routine.
• Stage with buildup: stalled deals usually indicate a lack of follow-up.

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Frequently asked questions

Why does the loss reason appear as not informed?

It was marked as lost without choosing a reason. Always enter the reason when recording the loss in the Pipeline.

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See also

Pipeline

Where stages, values and losses are recorded.

Dashboard

The Pipeline view shows the funnel and loss reasons on screen.

Chat Report

Cross-check conversion with response time.