Reporting helps owners and managers understand recovered revenue, missed opportunities, conversion, and team workload.
What reporting is for
Reporting is the place to review trends rather than work individual leads. Use it to understand where inquiries come from, how quickly the team responds, and where revenue is recovered or lost.
Funnel overview and conversion rate
The funnel overview shows how leads move from inquiry to booked work, won revenue, or lost outcome. Conversion rate compares the leads that became a positive business result against the leads that entered the workflow.
Use conversion rate as a direction signal, not a standalone judgment. A low conversion rate may point to weak follow-up, poor lead quality, pricing mismatch, or missing owner action.
Revenue recovered and lost revenue
Revenue recovered is the value tied to leads that turned into booked or won work. Lost revenue is the estimated value tied to closed-lost opportunities.
Both numbers depend on accurate lead values and outcomes. If estimates are missing or stale, update the lead before treating the report as a business decision.
Owner and source performance
- Owner performance helps managers see who is carrying work, closing opportunities, or letting leads stall.
- Source performance shows which channels create the most recoverable demand.
- Use these views to coach workflow behavior and improve intake quality, not to blame a teammate without reviewing context.
Lost reasons and operational pressure
Lost revenue by reason explains where revenue leaked: no response, customer chose another provider, service mismatch, price objection, timing, or another cause.
Operational pressure highlights follow-up load, aging leads, missed calls, owner workload, and other signs that the team may need faster action.
Questions reporting should answer
- Which lead sources create the most recoverable demand?
- Which owners or teams are carrying the most work?
- Where are leads getting lost?
- How much booked value came from recovered opportunities?
Exporting reports
Owners and managers can export reports when export permissions are enabled for the workspace. Exports should be used for internal review, bookkeeping support, or leadership reporting.
Do not export customer data more broadly than needed. Keep exported files in secure business systems and avoid sending sensitive lead details through unsecured channels.
Who can view reporting
Owners and managers can view reporting by default. Team members should only see reporting if the workspace intentionally enables a limited assigned-work view.
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