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Lead Reports

Overview

This tutorial provides a breakdown of the various ways to view reports based on leads.

How to View the Leads By Day

This report provides a breakdown of the leads based on the day they were created. The report also includes a summary and a list of the leads referrals.

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click the View Leads Per Day button

How to View the Leads By Month

This report provides a breakdown of the leads based on the month they were created. The report also includes a summary and a list of the leads referrals.

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click the View Leads Per Month button

How to View the Leads By Year

This report provides a breakdown of the leads based on the year they were created. The report also includes a summary and a list of the leads referrals.

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click the View Leads Per Year button

How to View the Lead Conversion Rate

This report provides a breakdown of the number of leads in a specific time frame, how many of them booked a session, and the conversion percentage.

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click the View Leads Conversion % button