search

Lead Disposition Report

In-depth analysis of how leads are being handled and disposed of by each agent in the organization

A comprehensive analysis is required to understand how each agent in the organization handles and processes leads.

This involves examining how leads are managed, tracked, and followed up on by every individual, as well as evaluating whether they are being effectively converted or discarded.

By assessing the methods used for lead handling and disposal, the organization can gain insights into how leads are distributed and worked on, determining whether agents are maximizing their potential or missing opportunities for conversion.

circle-check

The goal is to ensure that all agents are aligned in their approach to lead management, improving overall efficiency and success rates.

hashtag
To view the Lead Disposition 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 third option from the top that is the "Lead Disposition Report".

  1. Then another window will appear with the disposition details of each and every users.

hashtag
The data can be further filtered in multiple ways for better analysis:

  1. Date Wise:

  1. Users Wise:

hashtag
Lead Disposition Report Download or Share:

The data from the lead disposition 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
Lead Disposition Report View Option:

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

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