Lead Analysis (Detailed)
The Lead Analysis (Detailed) report gives you a line-by-line view of your leads over a chosen period, filtered by sales rep and lead status. It’s useful for tracking where leads come from and how they progress.
Report options
Section titled “Report options”Set the following options before running the report.
| Option | What it does |
|---|---|
| Which Date? | Choose the date the report is built around. Appointment Date uses the date the lead was scheduled for. Creation Date uses the date the lead was created or entered into BUZ. |
| Date From | The start of the reporting period. |
| Date To | The end of the reporting period. |
| Sales Reps | The reps to include in the report. |
| Lead Status | The lead statuses to include in the report. |
| TimeZone | Leave this as-is. |
How the “Which Date?” option changes the results
Section titled “How the “Which Date?” option changes the results”The Which Date? option determines which date each lead is reported against:
- Report by Appointment Date — leads appear against the date they were scheduled for. Use this to review activity by when appointments actually fell.
- Report by Creation Date — leads appear against the date they were created or entered into BUZ. Use this to review intake volume over time, regardless of when the appointment was booked.