LeadSimple

Matt

Aimee

Shannon

Learn about LeadSimple's reports and how to track the WHAT and WHY of your team's performance.

Reporting & Forecasting

Learn how to use LeadSimple's dashboard reporting.

Leads Dashboard Report

Learn how to use the Closed Business report to measure stats like won leads this year, valid lead volume by source, and more.

Closed Business Report

Learn how to run analytics on your Call and SMS Performance.

Phone Performance Reports

Get a brief overview of the Activity report.

Agent Activity Report

Edit created at/closed at dates for leads so that a new import doesn't inaccurately affect your sales forecast.

How Do I Update My Reports & Sales Forecast for Accuracy?

Learn how to track every property that an owner brings on for your sales reports.

How does reporting work when a current owner brings on another property?

Reporting on Sales

Best practices on how to customize columns, filters, statistics, and save those settings as reports or views for easy access later.

Recommended Saved Views & Dashboard Reporting

Learn how to use the due date features to track whether a process is on track and how to identify any issues before they become a problem.

On Track vs Off Track Processes

Learn how to track and report on your processes to keep track of overdue tasks or property managers that are getting behind.

Reporting on & Tracking Processes

Shadai Griffith

Reporting on Operations

Set sales goals and track progress against KPIs to always know if your team is on track.

Sales Forecasting Dashboard

Reports show you a backwards look. A dashboard shows you what lies ahead. Learn how to track your trajectory and hit your targets.

How to use the Sales Forecast Dashboard

Zachary

Learn how to customize your reports to meet your needs

Custom Date Ranges on Reports

If you need to use the same saved filters in multiple lead pipelines or process types, learn how to copy saved views in this article.

How to Copy Saved Views Between Pipelines & Process Types

Learn how to customize columns, filters, statistics, and save those settings as reports or views for easy access later.

Saved Views: Creating Custom Reports & Dashboards

Custom Reporting

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