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Reporting & Forecasting
Reporting & Forecasting

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

Matt avatarAimee avatarShannon avatar
By Matt and 5 others6 authors14 articles

Reporting on Sales


Leads Dashboard Report
Closed Business Report
Phone Performance Reports
Agent Activity Report
How Do I Update My Reports & Sales Forecast for Accuracy?
How does reporting work when a current owner brings on another property?

Reporting on Operations


Recommended Saved Views & Dashboard Reporting
On Track vs Off Track Processes
Reporting on & Tracking Processes

Sales Forecasting Dashboard


Sales Forecasting Dashboard
How to use the Sales Forecast Dashboard

Custom Reporting


Custom Date Ranges on Reports
How to Copy Saved Views Between Pipelines & Process Types
Saved Views: Creating Custom Reports & Dashboards
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