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.
- Click on the Reports tab at the top of the page.
- Click on 'Leads Summary' found on the left side of the page.
- 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.
- You can also update the graph to show a Quarterly view or Hide Prior Year.
- 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!
- With all your filters set, its time to export to Excel! Use the 'Download Report' button.
- Save this file to your desktop and email or print this out for your team as needed!