Reporting & Forecasting

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

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12 articles in this collection
Written by Matt, Zachary, Aimee and 3 others

Reporting on Sales

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

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

Written by Shannon
Updated over a week ago

Closed Business Report

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

Written by Matt
Updated over a week ago

Leads Dashboard Report

Learn how to use LeadSimple's dashboard reporting.

Written by Aimee
Updated over a week ago

Phone Performance Reports

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

Written by Aimee
Updated over a week ago

Agent Activity Report

Get a brief overview of the Activity report.

Written by Matt
Updated over a week ago

Reporting on Operations

Recommended Saved Views & Dashboard Reporting

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

Written by Paullette Bulnes
Updated this week

On Track vs Off Track Processes

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.

Written by Aimee
Updated over a week ago

Reporting on & Tracking Processes

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

Written by Matt
Updated over a week ago

Sales Forecasting Dashboard

Sales Forecasting Dashboard

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

Written by Zachary
Updated over a week ago

How to use the Sales Forecast Dashboard

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

Written by Matt
Updated over a week ago

Custom Reporting

Custom Date Ranges on Reports

Learn how to customize your reports to meet your needs

Written by Rob
Updated over a week ago

Saved Views: Creating Custom Reports & Dashboards

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

Written by Matt
Updated over a week ago