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.
Lead Management Report Example
Here is an example of Lead Management Report.
You can find hundreds of additional examples here
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 corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards?
Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
Corporate Performance Management (CPM) Cloud Solutions and More Examples
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards