Leads Analysis (Summary & by Branch)

For sales managers · ~3 min read

Two summary views of lead volume. Use these for trends; use Leads Analysis (Detailed) when you need the individual leads.

Report	Summarises by	Parameters
Leads Analysis (Summary)	Sales rep	Date From/To, Sales Reps
Leads Analysis by Branch	Branch	Date From/To

Figure 1 — Leads Analysis (Summary): each lead with its appointment date broken out by Day, Week, Month and Year — the shape you want when you’re counting leads per period rather than reading them one by one.

Columns

Leads Analysis (Summary): Lead # · Description · Appt Date · Day · Week · Month · Year

Leads Analysis by Branch: Lead # · Description · Created Date · Day · Week · Month

Both carry Day / Week / Month (and Year on the Summary) so you can group the same data at whichever interval you need — export and pivot on the one that suits.

They use different dates

Summary works from the appointment date; by Branch works from the created date. A lead created in one month with an appointment the next appears in different periods on the two reports. That’s not a bug — they answer different questions.

How to read them

Tip

• Created date (by Branch) measures marketing — how many enquiries came in.
• Appointment date (Summary) measures sales activity — how many were actually seen.
• The gap between the two is your booking rate. A widening gap means leads are arriving and not being converted into appointments.

• Week-level grouping shows the rhythm; month-level shows the trend.
• Compare branches on the same window to find one that’s under-supplied with leads.

Common questions

Question	Answer
The two reports disagree	Different date basis — see the note above.
A rep has no leads	None assigned in that window, or they’re filtered out.
I need the individual leads	Use Leads Analysis (Detailed).

See also

• Leads Sources — where leads come from
• Lead conversions — what happened to them