---
description: >-
  Includes a powerful reporting section that simplifies creating and analysing
  custom business reports.
---

# Reports

### Introduction

Efficient lead management is crucial for business growth and conversion optimization. Organizing leads based on specific attributes such as groups, fields, sources, and branches enables better tracking, reporting, and decision-making. This report explores how these elements contribute to effective lead management and provides insights through graphical and tabular data representations.

### Lead Management Components

#### 1. Groups

Leads can be categorized into different groups based on shared characteristics, such as industry type, customer segment, or sales stage. Grouping allows for targeted marketing strategies and streamlined follow-ups.

#### 2. Fields

Custom fields provide additional details about leads, such as contact information, company size, and potential deal value. These fields ensure structured data collection for better analysis.

#### 3. Sources

Understanding lead sources (e.g., organic search, social media, referrals, or paid ads) helps determine the most effective marketing channels and optimize resource allocation.

#### 4. Branches

For businesses with multiple locations, branches help segment leads geographically, ensuring localized engagement and personalized customer interactions.

### Reports

#### Graph Data

Visual representation of lead trends and performance metrics:

* **Branch Performance:** A comparative analysis of lead generation and conversion rates across different branches.
* **Lead Sources Analysis:** A breakdown of lead acquisition from various sources over time.
* **Stage Distribution:** A visual representation of leads at different stages of the sales funnel.
* **Group Conversion Rates:** A bar chart displaying the conversion success rate for various lead groups.
* **Keyword Effectiveness:** Insights into keyword performance in attracting potential leads.
* **Staff Leads Contribution:** A graphical view of leads generated by individual staff members.
* **Staff Call Performance:** Analyzing the effectiveness of staff calls in converting leads.



{% embed url="https://prnt.sc/_HG917c84zGj" %}
Graph Data&#x20;
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#### Table Data

Tabular data offers a structured breakdown of lead relationships:

* Branches - Lead Groups
* Branches - Lead Sources
* Branches - Lead Stages
* Branches - Staff
* Lead Groups - Lead Stages
* Lead Groups - Staff
* Lead Sources - Lead Groups
* Lead Sources - Lead Stages
* Lead Sources - User
* User - Lead Stages
* Call - Status



{% embed url="https://prnt.sc/tV8gr6sMZeBH" %}
Table Data
{% endembed %}

### Conclusion

Managing leads through groups, fields, sources, and branches enhances organizational efficiency and strategic decision-making. Utilizing graphical and tabular reports allows businesses to gain actionable insights, improve lead conversion rates, and optimize marketing efforts. Implementing these methodologies ensures a structured and scalable approach to lead management.
