Leads Trajectory report is a full picture of your leads management process. It shows how many leads were created during the period selected and how many of them was converted to a contact. This report allows you to get insights on where you need to pay more attention- should you think of new ways to generate leads? Or should you put more effort on leads qualification process in order convert leads to a contact and create more deals?
Note: Insights module is available for Enterprise Plan users only.
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To enable Leads Trajectory report: navigate to Insights module > Leads > Leads trajectory
1.1. What information is displayed in the report?
The columns in the report show the number of leads created (green color) and the number of leads converted (blue color). One column can represent a day, week or month. It depends on the selected date range.
The curves show other lead statuses and how many of them were assigned to a lead. Lead's statuses can be customized according to your business needs. To know more about lead statuses, please read this article: What is a Lead status in Teamgate?
# | Title | Description |
1 | Full Screen | Enables Full Screen |
2 | Time frame selection | Lets you choose the desired time frame.
Available time frames:
* - the end of the period is "yesterday", today is not taken in to count;
** - the end of the custom period is "now" (accuracy in seconds), it is not available to choose the future time. |
3 | Number of leads created | Number of leads created in the selected time frame. |
4 | Filter by tag | Report breakdown by tags. |
5 | Filter by user | Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
6 | List of time intervals | Interval ranges:
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7 | Leads created | The report displays leads created if the following conditions are met:
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8 | Leads converted | The report displays leads converted if the following conditions are met:
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9 | New Leads | The report displays new leads if the following conditions are met:
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10 | Custom lead statuses | The report displays leads if the following conditions are met:
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11 | Unqualified | The report displays unqualified leads if the following conditions are met:
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12 | Flow | Number of leads created - number of leads converted |
13 | Total | Total of all values in the selected time frame. |