Lead Follow-up Tracking Report

What is a Lead Generation and Qualification Analysis Report? Lead generation and follow-up tracking reports are considered important control and sales funnel tools and are often used by marketing and sales managers to keep an eye on the volume of incoming leads and how quickly their team are able to qualify them. Some of the key functionality in this type of report is that it brings in data from the company's CRM system and provides transactional detail as well as summary KPIs. The report can be produced for any given date range such as the current week or month or year-to-date. Individual leads are listed in the rows while the columns contain important fields from the lead transactions. At the bottom of the report the user can see the total leads for the period as well as the average days it takes the organization to contact (typically the same as "modify") each lead. The color coding in the "Days before Modified" column highlights leads based on how long it took for anyone to contact them. You find an example of this type of report below.

Purpose of Lead Generation and Qualification Reports Companies and organizations use Lead Generation and Qualification Reports to quickly and easily see how many leads came in during a given date range and how long it took them to be followed up on. When used as part of good business practices in a Sales and Marketing department, a company can improve its lead qualification efficiency and sales forecasting as well as reduce the chances of lost revenues because it takes too long time to contact incoming leads.

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 Generation and Qualification Reports Progressive Sales and Marketing Departments sometimes use several different Lead Generation and Qualification 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 Follow-up Tracking Report in Solver? The Lead Follow-up Tracking 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? This template is primarily used by CFOs, FP&A managers, and controllers who need accurate, timely reporting without manual data preparation. It is also valuable for department heads and business unit leaders who need periodic performance summaries.

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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