The Prospecting Report under Management Analytics, allows a manager to see key data on lead generation. Only MasterAdmin and Manager users can seen Management Analytics.
To see these analytics, navigate to Analytics in the left sidebar, click Management, then select Prospecting Report.
The Prospecting Report under Management Analytics is made of four parts: New Lead Aging, All Lead Aging, Leads Created, and Lead Source Effectiveness. By default, all of this data is displayed for the current month in comparison with the previous month. This can be changed using filters.
New Lead Aging
The New Lead Aging section shows how long it takes new leads to be touched by the Sales Rep. A new lead is any lead added to the system for the first time. This can be anyone added using New Contact, import from CRM or CSV, or LiveClip. If a new lead is imported from the CRM, it should not have any activity yet. The age calculated here is the amount of time that passed since first adding a lead and the sales rep's first activity with the lead. Hover over a bar on the chart to see the exact number of leads.
All Lead Aging
The All Lead Aging section shows how long it has been since all leads have been touched by the Sales Rep. This includes new leads. Aging is a process of calculating how long it has been since the last activity. Hover over a bar on the chart to see the exact number or leads.
The Leads Created section details how many leads were created by each rep this month. In this area, only leads added using New Contact (adding a contact manually), and LiveClip are included.
Lead Source Effectiveness
The Lead Source Effectiveness section shows what source is creating the most opportunities this month.