The Closed Business Report gives you the ability to pull data on how many leads you received each month, how many of those you've closed, and how many leads total you've closed each month.

You can also pull data on your conversion rate, total lead cost, cost per conversion, and your ROI.

You can find the report under "Reports" in the lefthand sidebar in LeadSimple.

Now let's get into how to filter the report to pull the data you need!

How to Filter the Closed Business Report

How many leads did we get each month this year?

Start by grouping the report by Month Created, and Created last 12 months.

The Leads column will show the total number of leads that were created during each month.
The Valid column will show how many of those leads are valid (not placed into an invalid stage).
The Open column will show how many of those leads are still open (not in an invalid, lost, or won stage).
IMPORTANT: The Won column will only show the number of the leads that came in during that month that have been won; won either during that month or in the following months. To see the total number of leads won during that month, see the next question below.

How many leads have we closed each month this year, during that month?

Start by grouping the report by Month Closed, and Closed last 12 months.

The Leads column will show the total number of leads that were closed during that month. This will include any lead closed that month, whether it was created that month or in months prior. It also includes leads that were marked as won, lost or invalid.
The Won column will show the total number of leads that were won during that month.
The Valid column will show the total number of the leads closed that month that were valid.
The Open column will be empty in this view as the columns are only showing closed leads.

How many leads that came in each month have we closed in total, closed across all time?

Start by grouping the report by Month Created, and Closed All Time.

The Leads column will show the total number of leads that came in from that month that have been closed, either during that month or in the following months. This includes leads that were marked as won, lost or invalid.
The Won column will show the total number of leads that came in that month that have been won.

What was our close rate by lead source last year?

Group the report by Lead Source, and Created last 12 months.

How well did each of our team members perform last year?

Group the report by Assignee, and Created last 12 months.

Here's a deeper breakdown into how each column is calculated:

Leads

The Leads Column can show the following based on the report filters:

The total number of leads that were added in that month, including all invalid leads, when the following filters are true:
- Group by Month Created and Closed (any time range)
The total number of leads that were closed in that month (Closed leads include all leads that have been won, lost, or marked as invalid.) When the following filters are true.
- Group by Month Created and Closed (any time range)
The total number of leads that came in during that month that have been closed across all time. Closed leads include all leads that have been won, lost, or marked as invalid, when the following filters are true:
- Group by Month Created and Closed (any time range)

Valid

The Valid column excludes all leads that have been placed in one of the gray invalid stages (such as duplicate or invalid).

Open

Open leads are leads that have not yet been marked as won, lost, or invalid.

Use the following filters to see the number of leads still open from any given month:
- Group by Month Created and Created (any time range)

Won

The Won column is the count of all those leads that have been marked as won.

Shows the total number of leads won in a month (created during that month or in months prior), when the following filters are true:
- Group by Month Closed and Closed (any time range)
Shows the total number of leads from a month that have been won (either during the month when they came in or in later months), when the following filters are true:
- Group by Month Created and Closed (any time range) OR Created (any time range)

CR

The CR (conversion rate) column is calculated from the valid and won columns.

Cost

There are two ways to influence the numbers in the Cost column.

You can add the average cost per lead from your sources on the Sources page under Settings > Pipeline Settings. This will be added automatically to all leads coming from that source going forward.

OR you can add your actual marketing costs on the Marketing Performance > Cost & Value report. Click "Edit Marketing Costs" to add your marketing costs per source/per month.

Once you've added these, you will be able to filter this report by cost per lead, cost per converted lead, etc. It will also update your closed business report's cost column.

CPC

The CPC (Cost per Conversion) column will update automatically once you've added the cost per lead.

Value

Value is added in a lead's details. Typically this is the annual contract value of a deal. Once you've added values to your closed leads, the value and ROI (return on investment) columns will update.

Tracking Cost and Value Data

For this report to accurately report cost per conversion and ROI, you'll need to add Cost and Value data to your leads. Here's how to do that.

You can update the Marketing Performance report with your actual lead cost data by source per month. Do this by navigating to the Marketing Performance report and clicking into the "Cost and Value" report.

Then click "Edit Marketing Costs".

You can then fill out the actual costs you spent on each lead source by month.

You can also update each individual lead. Under the details section, you should see fields for Deal Value and Lead Cost:

Deal Value should be the expected Customer Lifetime Value if the deal closes.
Lead Cost should be the cost per lead from your lead provider, or simply your average per-lead marketing cost to generate the lead.

You can also set an average per-lead cost on each of your lead sources, which will auto-populate this field for you when a lead is created.

See Leads in the Report

You can view the leads the report is referencing in the list just below the report.

Sharing the Report

To email the report to someone, right click on the page, and select Print. Then, choose Save as PDF.

The screenshot above applies if you're using Google Chrome, but other browsers should have this option as well.

This will save a copy of the report to your computer as a PDF, which you can then attach to an email.