Read your reports

Reports shows how your leads are doing: where they come from, how quickly your team calls them, and how many turn into sales. On a phone, tap More, then Reports.

Choose the period and person

Use the first box to pick This month, Last month, Last 30 days or This quarter. Each number is compared with the period before. Use the second box to see Everyone or one person's leads.

The four numbers at the top

• New leads: leads that came in during the period.
• Won: the ₹ value of leads won in the period, and how many deals.
• Win rate: won leads out of all leads closed (won plus lost) in the period.
• First response: the usual time from a lead arriving to the first call or WhatsApp. Half of your leads were contacted faster than this.

The sections below

• Where leads come from: for each source, how many leads came in, what share was contacted, how many were won and their value, and the first response time. A response time in red is slower than your overall time.
• Speed to first contact: how many new leads were called or sent a WhatsApp within 5 minutes, 5–15 minutes, 15–60 minutes, 1–4 hours, after 4 hours, or not at all.
• New leads per week: the last 8 weeks. Weeks in the period you picked are in black.
• Team: for each person, the leads they own from this period, the share contacted, their first response time, follow-ups late right now, and leads won.