Bright & informative dashboards for leads can be found under Report View In Leads. This tool can help you to measure sales managers work efficiency, track conversion, analyze best lead sources and much more.
Important: fist time you open the report it will be shown in the demo view, just hide demo data to construct your own report. You may also need to update the leads statistics for the system to collect all data about your previous leads and take them all into account (in this case you will get a system message with the tab "run").
Lead funnel widget shows leads distribution by leads statuses.
Lead source chart allows to identify the most efficient source of leads traffic. If you are working with telephony this chart will be most useful as it displays the amount of leads received from calls. If you have several phone numbers in Bitrix24, distribute them differently in your marketing efforts and configure corresponding lead sources in Telephony settings (each phone number settings):
All of such calls will be analyzed by the system and results shown in the reports distributed by the correct lead source (configured in telephony settings). Important: this option is available for Bitrix24 Plus, Standard & Professional plans subscribers.
Conversion: one of the most important indexes of leads management efficiency is leads conversion. The following reports give a quick insight of your sales team work results for the particular period: number of active leads, conversion rate, lost leads rate, number of converted and junk leads.
Conversion rates evaluation can be easily performed with this visualized graph:
Employees' Leads Processing Efficiency: this report helps evaluate your subordinates work efficiency (individually and in comparison to the coworkers). For example:
- Active leads - leads that your sales agent has worked with during the report period (has finished activities or changed lead status).
- Number of converted leads - total amount of leads converted to contact, company or deal during the report period.
- Idle leads - leads that nobody has worked with from the moment of creation - e.g. when a big amount of leads has been imported to the CRM.
- Number of activities - number of finished activities on active leads during the report period.
- Junk leads - leads that haven't been qualified to be converted to contact, company or deal and therefore have been closed as junk.
Leads converted leaderboard: reflects your rank & amount of leads converted by you during the report period. It also shows 2 closest to your rank users ("competitors"). This is a motivation board for the sale agents.
Report Settings: the report period can be configured in each widget’s settings:
or set by the top filter for all widgets.
You can add your custom fields to be analyzed in the report in Settings > Form and report settings > Analytical reports.