Overview
Lead reports are useful at the earliest stage of the sales cycle. They help the business understand where interest is coming from, whether leads are being followed up, and how many are converting into stronger commercial opportunities.
Good approach: Use lead reports regularly before reviewing opportunity reports, so the team can see whether pipeline quality starts with the right lead sources.
Reports Covered
| Report | Use It For |
|---|---|
| Converted Leads Report | Review which leads have successfully moved forward into the next sales stage. |
| Leads by Assigned To Report | Review lead workload and follow-up responsibility by team member. |
| Leads by Source Report | Review where leads are coming from so marketing and business-development effort can be evaluated. |
| Leads by Status Report | Review lead progress, such as new, active, qualified, or other configured lead statuses. |
Common Filters
| Field Or Option | What It Means |
|---|---|
| Date / Date Range | Limits the review to the lead period being analyzed. |
| Assigned To | Focus the report on one user or compare lead ownership across the team. |
| Source | Review leads from marketing, referrals, online channels, events, or other configured sources. |
| Status | Review leads by follow-up stage or qualification status. |
When To Use Which Report
- Use Converted Leads to measure quality, not just quantity.
- Use Leads by Assigned To for daily control and workload balancing.
- Use Leads by Source when reviewing marketing return.
- Use Leads by Status when the team needs to clear stalled or inactive leads.
Best Practice
- Keep lead statuses updated so reports remain useful.
- Review source quality before spending more on lead generation.
- Use conversion reports together with opportunities and pipeline reports for a complete CRM picture.
Important: A high lead count does not always mean strong performance. What matters most is whether leads are qualified, assigned, and converted properly.