Sample Report: Leads Converted To Jobs
When you add a "Lead Created " Activity to your Lead Template and a "Job Sold" Activity to your Job Template, you can gather information conversion rates. This article will outline a Report that you can export to Excel. See Related Articles below for help creating the Activities and updating your Lead and Job Templates.
- Create a Lead Activity called "Lead Created" and set the default status to Complete.
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Update your Lead Template to include the "Lead Created" Activity.
- Create a Job Activity called "Job Sold" and set the default status to Complete.
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Update the Job Template to include the "Job Sold!" Activity.
- Now you can create a Report to list all new Jobs and include a column for the Lead Created Date and Job Salesperson as well.
- Notice that some Jobs have no Lead Created Date, so they started as Jobs. Exclude those Jobs if you're trying to look at how well your Sales team is doing.
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Use the Export button at the top of the Report to create a file you can open in a spreadsheet application.
- Open the exported .csv file in Excel to apply additional filters.