A Leads report provides detailed insights into your lead generation efforts, tracking key metrics to help you understand the quality and effectiveness of your leads and optimize your sales and marketing strategies. It tells you which Leads efforts are working, which are not, and recommends opportunities for growth. A great Leads report includes an overview, key metrics, and recommendations on what to do next.
1. Overview
The overview is a short summary in plain English that explains what happened with Leads over the recent reporting period.
2. KPIs with key metrics
KPIs show how effectively you’re hitting your Leads goals. By measuring the changes in the key Leads metrics, such as lead source, lead conversion rate, lead-to-customer conversion rate, and average lead response time you'll know whether you’re making progress towards your goals.
3. Charts
Charts provide a visual representation of your data, making it easier to identify trends and patterns. Include charts that illustrate key metrics such as lead source, lead conversion rate, lead-to-customer conversion rate, and average lead response time. Use bar charts, line graphs, and pie charts to display data clearly and effectively.
4. Recommendations
This section outlines the next steps you can take to improve your performance.
With Narrative BI, you can automate your Leads reports in minutes. Here’s how to do it in three easy steps:
1. Connect your Leads data source in a few clicks.
1. Connect your Leads data source such as Hubspot in a few clicks.
2. Drag and drop the KPIs, such as lead source, lead conversion rate, lead-to-customer conversion rate, and average lead response time as you customize your report.
3. Set the reporting schedule.
When you are done, you will receive automated Leads reports by email or in Slack. You can also easily share the reports with your team by clicking the “Share” button in reports.
