Summary
Learn how lead flow reports provide insight into call performance, lead activity, and conversion rates for consultants and offices.
This article covers:
About lead flow reports
Lead flow reports provide visibility into how leads are managed, including communication activity, engagement levels, and conversion performance. They support both consultants and managers in tracking productivity and identifying opportunities to improve outcomes.
Types of lead flow reports
- Call connection report - Displays the times of day when phone call connections with leads are most successful
- Lead list overview consultant report - A funnel report summarising a consultant’s lead lists and the actions taken
- Lead list overview manager report - Displays a summary of consultant lead lists and the actions taken across a team
- REA consultant report - Shows a summary of actions taken and corresponding conversion rates for a consultant
- REA manager report - Provides a summary of actions and conversion rates by office and consultant
Generate lead flow reports
Lead flow reports are generated based on the selected filters and provide insights into both individual and team performance.
To generate lead flow reports:
- Go to: Reports
- Click Lead Flow Reports
- Select a report and click Continue to Add Filters
- Configure the required filters
- Click View Report
Articles in this section
- Generate and send online vendor reports
- Generate appraisal reports
- Generate contact reports
- Generate Lead flow reports
- Generate vendor reports
- Manage QR code check-ins and contact tracing report
- Manage report subscriptions
- Understand and view consultant or staff reports
- Understand different reports in Box+Dice
- Understand management reports