Lead Conversion Dashboard Report Follow
The Lead Conversion Dashboard report provides a comprehensive overview of the current status of leads in the CRM based on dashboard categories. It also highlights your firm's conversion metrics.
Using the main navigation menu on the left-hand side of the screen, go to “Reports”.
⚠️ Only users with the Reports permission will have access to this screen.
Next, navigate to the “Lead Conversion Dashboard” page.
At the top of the page, you will select a Date Range for the report. By default, the selected date range will be “Today” but you can choose from any of the options in the dropdown or you can apply a custom date range by using the available date fields next to the dropdown.
Just beneath the date range settings, there will be several filters that can be applied to narrow down the results of the report (case type, user, tags, marketing source, etc).
💡 Please note that you have the ability to save the selected date range and filter criteria, if you intend on using the same date range and filter(s) to run future reports. To do this, type in a name for the criteria in the “Save this search criteria” field, and then click the “Save” button to the right.
Any saved criteria can be selected from the “Make this my default view” dropdown. If you ever need to delete saved criteria, select it from the dropdown, and then click the “Delete” button to the right.
Click the "Run Report" button to run the report based on the selected date range and filters. The reporting metrics will appear in the lower half of the screen.
The “Funnel Metrics” will show you how many lead/case records fall within each dashboard category. To learn more about dashboard categories, please click here.
The “Conversion Metrics” will show the firm’s progress in converting leads to clients (cases).
Below the two sets of metrics, there will be a bar chart that graphically displays the Funnel Metrics.
To download or schedule this report, click the "Export/Schedule Report" button. In the small pop-up that appears, give the report a name, and select whether you'd like to export it one time or select a delivery frequency to schedule the report for automatic delivery.
- One Time – This option gives you the ability to export the report once in real-time via the Notification Center. Once the report is ready to export, you simply need to click the bell icon in the upper right corner of your screen to download it!
You will also receive a Notification Center email when the report is ready to download.
You can turn off the email notifications that deliver when a report is ready. Click your user initials bubble in the upper-right corner of the screen and go to User Settings > Notification Center > Uncheck the 'Email' checkbox for the "Reports" notification type.
- Daily/Weekly/Monthly/Bi-Weekly – These options give you the ability to schedule the report for automatic delivery via email! The report can be sent to any email address you input. Depending on the delivery frequency, you can choose the specific day(s) of the week, the time of the day, and even the specific day of the month that you want the report to be sent! We recommend reviewing the pop-up to see all the available options.
If you continue to scroll down on the Lead Conversion Dashboard page, you will reach the "Progress" section. By default, the view is set to "Leads by Status" and will display a horizontal bar graph that shows every status that is active in your portal and how many leads/clients are currently in each status. Using the dropdown at the top of the Progress section you can switch the view to any of the following: Leads by Firm, Leads by Type of Case, and Leads by Marketing Source.
If you need further assistance with your CRM system, please reach out to the support team.
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