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Lead Reports*
OverviewThis tutorial provides a breakdown of the various ways to view reports based on leads. How to View the Leads By DayThis 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. - Click on the Clients component
- Click on the Reports tab
- Click the View Leads Per Day button
How to View the Leads By MonthThis 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. - Click on the Clients component
- Click on the Reports tab
- Click the View Leads Per Month button
How to View the Leads By YearThis 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. - Click on the Clients component
- Click on the Reports tab
- Click the View Leads Per Year button
How to View the Lead Conversion RateThis 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. - Click on the Clients component
- Click on the Reports tab
- Click the View Leads Conversion % button
How to Understand the Lead Conversion RateThe lead conversion report provides the following numbers which are listed below. - Total Number of Leads In Time Frame
- This number includes leads that were converted to prospective clients or clients. If a client was created as a client or prospective client it would not be included in this number unless it was converted to a lead at some point.
- Total Number of Leads In Time Frame Converted To Clients
- This number shows the total number of leads that have been converted to clients. A lead can be converted to a client by manually converting it, adding it to a session, appointment or event whose calendar type is setup to automatically convert leads to clients, or by adding a lead to an invoice.
- Percentage of Leads In Time Frame converted to Clients
- This percentage is calculated using the following formula:
- ((Number of leads in time frame converted to clients / Total number of leads in time frame) * 100)
- Number of Leads in Time Frame that booked a session, appointment, or event
- This number is the number of leads in the time frame that have booked a session, appointment, or event.
- Percentage of Leads in Time Frame that booked a session, appointment or event
- This percentage is calculated using the following formula:
- ((Number of leads in time frame that booked a session, appointment or event / Total number of leads in time frame) * 100)
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