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Review CRM Lead Reports

CRM → Lead Reports measures enquiry handling and outcomes in the selected period and permitted locations.

Review and export a period

Section titled “Review and export a period”
Read lead performance
  1. Open CRM → Lead Reports.
  2. Choose From and To dates; the default covers the last 30 days.
  3. Select a permitted Location or keep All permitted locations.
  4. Review open leads, won and lost outcomes, win rate, expected values and follow-up metrics.
  5. Inspect breakdowns for Pipeline Stage, Lead Source, Assigned Owner, Location, Service Interest and Lost Reason.
  6. Use the Lead detail rows to open an individual lead.
  7. Select Export CSV when you need the permission-scoped detail file.

Interpret the numbers safely

Section titled “Interpret the numbers safely”
  • Open Leads and Expected Open use the current open pipeline in scope.
  • Won and Lost use the recorded outcome.
  • Win Rate compares won outcomes with all closed outcomes in the period.
  • Won Expected Value remains the informational value stored on the lead.
  • Due and overdue follow-ups count pending lead actions.

Pipeline breakdowns use the business’s configured stages. Archived stages can remain in history and reporting.

CSV exports can contain customer contact and commercial context. Keep them within the same access controls as the screen.

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