Leads Staff Report | CRM Lead Conversion Analytics

Generate staff performance reports for lead conversion. Select date range and view chart of leads created, converted, and lost per staff member.

Show created, converted, and lost leads per staff member for a selected date range.
How to use:
  1. Set From date and To date.
  2. Click Generate.
  3. View the bar chart. Hover for exact numbers.
  4. Use Switch to general report to go to the overall leads report.
Chart interpretation: Each staff member has three bars – Created, Converted, Lost.
Note: Converted leads are those with the default Customer status (even if not fully converted to customer record).

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