Leads Report

How to use and understand the leads report

Taylor Bradfield avatar
Written by Taylor Bradfield
Updated over a week ago

The Leads Report is used to look at your leads and their progress by numbers and stages. 

This report is a great way to track where your leads are coming from, and sorting by various filters. You can also use this report to filter out and export a list of leads to CSV or Excel file that you would like to work with. 

As with all GymLeads Reports, the Leads Report is able to be filtered in several ways in order to deep dive into what specific data you are looking for. 

  • Date Range: Select the date range you wish to report on, you can also view custom date ranges using the custom button in the drop-down menu. By default, the date range of today is selected. 

  • Locations: If you are a user across multiple locations, you can filter the report based on all locations or a selection of locations. By default, all locations are selected. 

  • Salespeople: If there are multiple salespeople, you can filter the report based on all users or specific users. By default, all salespeople are selected.

  • Lead Sources: Lead source is extremely handy if you are interested in seeing what integrations you have set up with GymLeads are performing well or under performing

  • More Filters: If you click on more filters it will offer extra filters (it will then display as Hide Filters) that will allow you a much more specific dive into your data dependant on what you are looking for 

  • Heard About Methods: The heard about method is useful in understanding what marketing you have set up and getting traction and creating you leads, as well as how warm they are in the sales process

  • Regions: If you are a company with lots of locations across many states/areas, it may be useful to report on one particular region and see how that region is performing.

  • Countries: If you are a company with lots of locations across many countries, it may be useful to report on one particular country and see how that country is performing.

  • Lost Reasons: You can use this filter so see lost leads with one particular lost reason and where they came from.

  • Lead Status: To use as a way to gauge what status of leads are using what source. Understanding which sources are creating a greater close or lose rate. It also relates to if you are interested if the status has been changed to a certain status in the given date range based on if 'date changed to status' has been checked.

  • Tags: Tags allow you to run this report and only see how a certain group of leads are tracking and if they are successfully working their way through the sales pipeline

Once you've selected the filters, you're able to view the data in the four different modules below.

NUMBER OF LEADS MOVED TO STEP: This graph represents at what point(s) in the sales process the leads where sitting for your chosen date range. You are able to see how many leads are sitting at a certain point in the sales pipeline to better understand where the bottlenecks are and the point in which the sale process begins to slow down.

NUMBER OF LEADS CHANGED TO STATUS: This graph shows how many leads where changed to what status within your chosen date range. You are able to see if there is an increase of lost or closed leads for a date range based on marketing activity. You are even able to see who is closing the most leads for you by filtering by sales people.

NUMBER OF LEADS BY SOURCE (HEARD ABOUT METHOD): This graph represents of all the leads within that date range, what source did we acquire them from. What is the most common way we are receiving leads? What source is not gathering very much traffic? Note: You can also change this to compare by heard about method in the top right hand corner of the module.

LEADS CREATED IN TIME PERIOD: this is a list of leads that match your chosen filters. It will outline individual specific information along the row under each header.

Export Function: You can export a copy of the report with the current filters as a CSV or Excel file. Press the export button in the top right hand corner of the page and a copy of the report will be emailed to you.

Set-Up Schedule: You can choose a day/s and time/s you would like this report to be send to your email as an Excel file.

Exporting a Report

At the top right of the screen there is a button to export - you can do this either as an Excel sheet or CSV.

You will receive an email that looks like this:

The 'Download Report' link will time out after 24 hours.

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