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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.
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10 articles in this collection
Written by
Matt,
Zachary,
Aimee
and 1 other
Reporting on Sales
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
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