> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/reports/lead-disposition-report.md).

# 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.&#x20;

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.&#x20;

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.&#x20;

{% hint style="success" %}
The **goal** is to ensure that all agents are aligned in their approach to lead management, **improving** overall efficiency and success rates.
{% endhint %}

### To view the **Lead Disposition Report,** follow these steps:

***

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

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FYe2LCn951v5w75XuexPh%2Fimage.png?alt=media&amp;token=15836aaf-7013-4b05-bf5b-bd6f46b3b301" alt=""><figcaption></figcaption></figure>

2. A new window will appear, where you need to **click** on the third option from the top that is the "**Lead Disposition Report**".&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FJJv68l0EWKTkHyNCzjIW%2FLead%20Disposition%20Reports.png?alt=media&amp;token=33ffe894-3d7e-427a-a4a4-47e5db1db54b" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FwNwk7LByl1n15QqhAe26%2FDisposition%20Report.png?alt=media&amp;token=a4e58098-9a10-43a0-9da3-422a9bba5772" alt=""><figcaption></figcaption></figure>

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

***

1. **Date Wise:**

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FxWEIBpu5SgQOyz86cBCu%2FUser%20lead.png?alt=media&amp;token=001e44f0-fccd-4501-9705-ce316f1ffbbd" alt=""><figcaption></figcaption></figure>

2. **Users Wise:**

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F4GJIVN9uyWcfLs10xYUo%2FUser%20reportsss.png?alt=media&amp;token=a071e36b-0ab6-423b-a734-a26360a31bf7" alt=""><figcaption></figcaption></figure>

### Lead Disposition Report Download or Share:

***

The data from the lead disposition report can also be **downloaded** for further analysis or record-keeping.&#x20;

It can be **shared** with others in **various formats**, such as Excel, PDF, JPG or CSV, making it convenient for collaboration and reporting.&#x20;

{% hint style="success" %}
This **flexibility** allows managers to **distribute insights** across teams or to higher management, facilitating informed decision-making.&#x20;
{% endhint %}

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

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FiFxzpWiK3fBKREwXjN2P%2FShare%20Reports.png?alt=media&amp;token=dba2bfe7-8a04-4904-8849-06f0d090ad26" alt=""><figcaption></figcaption></figure>

### 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.&#x20;

You can select or unselect particular columns based on the data you want to **focus** on in the report.&#x20;

This **flexibility** ensures that only the **relevant information** is displayed or shared, helping you tailor the report to **meet your specific needs**.&#x20;

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

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FF6RkIT1Ox6AvwrOBSI8g%2FLead%20View.png?alt=media&amp;token=42a8f0fb-34f5-48e4-9200-1b006fc92ab9" alt=""><figcaption></figcaption></figure>
