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 outlines a Report that you can export to Excel. 

When using Leads, or any other pre-Job Process, it is necessary to create an Job Activity like "Job Sold" in order to track when the Lead converts into a Job. Running a Job Report on the Creation Date will result in a Report listing when the Lead was created, not when it converted to a Job. If you do not use Leads or another Process to track potential customers, Job Sold is not needed.

ADD LEAD CREATED AND JOB SOLD ACTIVITIES

1. Go to Settings > Job > Activity Types > Click on Leads at the top next to Process > click Create New Activity Type.
2. Name the Activity Lead Created > Save.
3. Click on the Lead Created Activity > Set the default status to Complete.
4. Update your  Lead Template to include the Lead Created Activity.
5. Repeat these steps in the Job Process, click on Job  at the top next to Process >  click Create New Activity Type.
6. Name the Activity Job Sold! > Save.
7.  Click on the Job Sold! Activity > Set the default status to Complete.
8. Update the  Job Template to include the Job Sold! Activity.

CREATE A REPORT

1. Go to Reports > click the Create Report button.
2. Click on the Edit button next to Measure > select Job, Number of Jobs, Job Sold! Date > Save.
3. Add any Display Filters to show in the Report.
   

EXPORT A REPORT​

1. After running a Report > click the Export button in the top menu > select which pages to export.
2. The .csv file will most likely be in your Downloads folder, open with the application of your choice.