LeadSimple

Zachary

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

Learn how to use LeadSimple's dashboard reporting.

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

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

Get a brief overview of the Activity report.

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

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

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

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.

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

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

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

Learn how to customize your reports to meet your needs

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.

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