This report analyzes how effectively leads are moving through your sales funnel. By comparing the current period with previous ones, you can easily track performance trends, improvements, or declines over time.
How to use:
1. Set the Timeframe: Select your desired Date Range and Branch, then click Apply to view the results.
2. Analyze Metrics: Review key data including Leads Created, Conversion Rate, and the Average Days to Convert.
3. Advanced Filtering: Click "Show More" to refine your data by:
Staff: Track performance by individual team members.
Marketing Source: Identify which channels yield the highest quality leads.
Compare Period: Adjust the number of previous months for historical comparison.