search

Campaign Lead Report

Details like how leads are moving through different statuses for each campaign are presented in this report

This report provides insights into the progression of leads across various statuses for each campaign.

It tracks how leads advance from one stage to another, highlighting trends in movement.

By analyzing this data, the report reveals which campaigns are most effective in converting leads.

It also identifies potential bottlenecks where leads may be stalling.

circle-check

Ultimately, the report helps in optimizing campaign performance by offering a clear picture of lead transitions.

hashtag
To view the Campaign Lead Report, follow these steps:

  1. Go to the "Reports" option from the left-hand tab of your screen.

  1. A new window will appear, where you need to click on the second last option from the top that is the "Campaign Lead Report".

  1. Then another window will appear with the complete lead status details of each and every campaigns.

hashtag
The data can be further filtered for better analysis:

  1. Campaign Wise:

hashtag
Campaign Lead Report Download or Share:

The data from the campaign lead report can also be downloaded for further analysis or record-keeping.

It can be shared with others in various formats, such as Excel, PDF, JPG or CSV, making it convenient for collaboration and reporting.

circle-check

This flexibility allows managers to distribute insights across teams or to higher management, facilitating informed decision-making.

Additionally, it ensures that the performance metrics can be reviewed or audited as needed.

hashtag
Campaign Lead Report View Option:

This option allows you to customize the visibility of specific columns on the dashboard for your analysis.

You can select or unselect particular columns based on the data you want to focus on in the report.

This flexibility ensures that only the relevant information is displayed or shared, helping you tailor the report to meet your specific needs.

By selecting columns according to your requirements, you can streamline your analysis and make data-driven decisions more efficiently.

Last updated