What is the Leads Summary Report?

Gather's Lead Summary is helpful for taking an in-depth look at the trends surrounding incoming leads! Using this custom report, you're able to pull information about how many leads are inquiring about a certain time period, at a specific location.

1. Click on the Reports tab at the top of the page. 
2. Click on 'Leads Summary' found on the left side of the page.
3. The Leads Summary automatically pulls up Leads from This Year - not including Archived Status. Adjust each filter (Owners, Locations, Lead Create Date, Statuses) to generate a specific report.
4. You can also update the graph to show a Quarterly view or Hide Prior Year. 
5. At the bottom of the Lead Summary, you'll see a running total of total of incoming Leads, broken down by the Current Month, 1 Month Ago, 3 Months Ago, 6 Months Ago and 12 Months Ago. In addition, you will see the downloadable chart version of the above graph!
6. With all your filters set, its time to export to Excel! Use the 'Download Report' button. 
7.  Save this file to your desktop and email or print this out for your team as needed!