Lead Management Report

What is a Lead Management Report? Sales lead management reports are considered important control and sales funnel tools and are often used by marketing and sales managers to see the total lead volume and how many leads have not yet been contacted. Some of the key functionality in this type of report is that it gives managers a quick picture of lead KPIs. The rows has two main sections: The top one lists New Leads with a total and the bottom one lists Contacted Leads with a total. The example below shows that the company has 25 leads in the selected time period and 7 of these have not yet received a follow up while 18 has been contacted. The chart on the top of the report helps compare the same metrics. You find an example of this type of report below.

Purpose of Lead Management Reports Companies and organizations use Lead Management Reports to easily track their teams' ability to contact incoming leads, who these leads are and who owns each lead. When used as part of good business practices in a Sales and Marketing department, a company can improve its sales revenue by increasing qualification efficiency as well as reduce the chances that leads (and thus revenue) are lost because of no- or slow follow-up.

Who Uses This Type of Report? The typical users of this type of report are: Marketing managers, sales managers, sales people, lead managers. Other Reports Often Used in Conjunction with Lead Management Reports Progressive Sales and Marketing Departments sometimes use several different Lead Management Reports, along with pipeline funnel reports, marketing and sales KPI reports, sales and marketing dashboards, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Lead Management Report in Solver? The Lead Management Report is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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