LeadSimple

LeadSimple has many pre-built reports to help you gather key metrics and see key insights into your growth and lead management.

To see the reports, click "Reports" in the left hand sidebar in LeadSimple, then click "Sales Reports".

To get an overview of each of the reports, click through to the following help articles:

<a href="http://training.leadsimple.com/en/articles/2890445-closed-business-report">Closed Business Report</a>

<a href="http://training.leadsimple.com/en/articles/829483-agent-activity-report">Agent Performance</a>

<a href="http://training.leadsimple.com/en/articles/2932239-phone-performance-reports">Phone Performance</a>

<a href="http://training.leadsimple.com/en/articles/3388269-sales-forecasting-dashboard">Sales Forecast</a>

- <a href="http://training.leadsimple.com/en/articles/2890445-closed-business-report">Closed Business Report</a>
- <a href="http://training.leadsimple.com/en/articles/829483-agent-activity-report">Agent Performance</a>
- <a href="http://training.leadsimple.com/en/articles/2932239-phone-performance-reports">Phone Performance</a>
- <a href="http://training.leadsimple.com/en/articles/3388269-sales-forecasting-dashboard">Sales Forecast</a>

<a href="http://training.leadsimple.com/en/articles/6322794-reports-creating-custom-saved-views">To learn how to customize your own dashboard view, click here!</a>

Reports: Overview of the CRM Reports

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