LeadSimple

Aimee

Tori Bradford

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

Reporting & Forecasting

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

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 the pipeline dashboard statistics are calculated and how to customize which stats appear!

Pipeline Dashboard Statistics

Dashboards & Saved Views

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

Sales Reports

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

Sales Forecasting Report

Learn how to customize your reports to meet your needs

Custom Date Ranges on Reports

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?

Sales Report FAQs

Learn how to find and use the Operations Dashboard to pull important metrics about your processes.

New! Operations Dashboard

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

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 you can customize your process dashboards and create custom reports.

Process Dashboard & Reporting

Operations Reports

Learn how to find and read the Inbox reports

Inbox Reports

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Track the progress of all tickets related to your company.

Tickets portal.

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