Leads Reporting

Reporting shows what is sitting with clients, what is converting, and which leads have gone quiet. It is on the Reporting tab of the Leads board, alongside Active Leads, Won / Lost Leads and Current Activities.

Reporting is visible to everyone, not restricted to admins. It works from your existing lead history, so figures appear as soon as the tab is opened.

Reporting groups leads by how long they have gone without activity, as well as by the stage they sit in. A lead is fresh to begin with, becomes ageing when nothing has been logged for a set period, and becomes fragile after a longer one.

Thresholds are set per stage, because stages are not comparable. A new enquiry sitting untouched for a week is normal; a proposal awaiting a response for a week is not. Thresholds are configured in Setting up the Leads module, which also shows your own median time in each stage.

The banner across the top of the page shows the total value of proposals currently out with clients, the number of those proposals, and how many have gone quiet against their stage threshold. Where none have, it reads "Nothing has gone quiet".

Where leads have gone quiet, the banner links through to them.

Four figures sit below the banner:

Above the widgets, Won/Lost Period sets the reporting period: This month, Last month, This quarter, Last 90 days, or Custom. The Owner dropdown filters to a single lead owner. Clear Filters resets both.

The period applies to dated figures only. Widgets labelled As at today are always current, because pipeline value and ageing are questions about the present rather than a historical period. On the by owner table, won figures and median days to close follow the period, while open leads and pipeline are as at today.

A bar for each stage on your board, where the length is the total value sitting in that stage and the colour split shows how much of it is fresh, ageing, or fragile. Stages come from your board, thresholds from Lead Settings.

Each stage shows its lead count, its total value, and a median chip giving your median time in that stage. The chip is coloured against the ageing threshold you have set, so a stage running well past its threshold stands out.

A line underneath totals the value that is ageing or fragile, and reports how many leads have no value set. Those leads are counted in lead numbers but excluded from value totals.

Every lead past its stage's ageing threshold, sorted longest quiet first. Columns cover the client, the stage, days quiet, the last activity and its date, the owner, and the deal value.

Unassigned leads and leads that have never been touched are highlighted, as those are the most likely to have been missed rather than deliberately parked.

The table shows the 50 longest quiet. Where there are more, a link at the bottom opens the full set in the list view.

The same pipeline split by lead owner, showing open leads, pipeline value, win rate, won value, and median days to close for each person. Leads with no owner appear as an Unassigned row.

Won figures and median days to close cover the selected period. Open leads and pipeline value are as at today.

Each widget has its own CSV button in its top right corner, which exports that widget's data only.