The Lead Conversion report tracks how many leads came in versus how many converted over time, along with potential and actual income — useful for measuring your sales funnel.
Where to Find It
Reports → Client Reports → Lead Conversion
What This Report Shows
New leads and converted leads per period
Number of quotes and orders
Potential income versus actual income
Cancelled and expired counts
Filters You Can Apply
Group by — day, month, or year
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically:
Only active leads are counted, and deleted orders are excluded from the income figures.
Periods with no activity are still shown (as zeros) so the timeline stays continuous.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Lead Conversion report, contact us at [email protected].