Querying the leads evolution

LeadTray Reporting Documentation

KPI SECTION

Description

This section of the reporting is designed to highlight the business metrics in the period

• Leads created in the period
• Conversion Rate = Leads Created and Closed with appointment in the period / Leads created in the period

Objective

To provide the responsible a quick view of the leads evolution and the agents performance.

FOLLOWUP

Description

This section of the reporting is designed to highlight the leads managed in the period grouped by different dimensions

• Source
• Topic
• Closing reasons