What is the Lead Conversion Report?

Interested in knowing the percentage of leads that have converted over time for each Lead Owner? The Lead Conversion report will give you this information and more! Below is a breakdown of this helpful report.

  1. Click on the Reports tab at the top of the page. 
  2. Click on 'Leads Conversion' report found on the right side of the page.
  3. The Leads Conversion Report automatically pulls up all Leads and Lead Owners. Adjust each filter (Locations, Created Date, Sources) to generate a specific report.

    Note: Created Date is the date that the Booking was created (i.e - the lead was converted), rather than the date that the lead was originally created
  4. Now you can view the Lead Owners and the total number of Active, Converted and Archived leads, along with a Total and Conversion percentage.

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