> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# 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.

## When to use

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

## 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](https://docs.notfy.ai/en/relatorios.md).

| 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. |

## 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](https://docs.notfy.ai/en/atendimento/kanban.md): price, competitor, no budget, no response, not a fit, bad timing and other. The more complete the record, the more useful the report.

## 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.

## Frequently asked questions

> [accordion] 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.

## See also

> [card] [Pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Where stages, values and losses are recorded.

> [card] [Dashboard](https://docs.notfy.ai/en/painel-de-controle.md)
>
> The Pipeline view shows the funnel and loss reasons on screen.

> [card] [Chat Report](https://docs.notfy.ai/en/relatorios/atendimento.md)
>
> Cross-check conversion with response time.


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