Managing Agent and Lead Reports

• Navigate to Reports > Profile from the sidebar.
• The module consists of two main sections:
  • Agent Report – Tracks individual agent performance, including the number of leads handled, total follow-ups, and pending tasks.
  • Lead Report – Summarizes lead activity, showing won and lost leads, total amounts, and lead stages over time.

Agent Report Metrics

• Total Leads – The number of Lead assigned to each agent.
• Won Leads – Successful conversions where the lead was closed.
• Lost Leads – Leads that were not successfully closed.
• Total Amount – The total value of all leads managed by an agent.
• Converted Amount – Revenue from successfully closed leads.
• Total Follow-Up – The number of follow-ups an agent has conducted.
• Pending Follow-Ups – Follow-ups that are still outstanding.

Lead Report Metrics

• Leads to Be Closed – Number of leads in the pipeline for each month.
• Total Lead  Value – The overall value of leads scheduled for closure.
• Average Lead Value – The average worth of each lead.
• Won Leads & Value – Successfully closed leads and their revenue.
• Lost Leads & Value – Leads that failed to close and their potential lost revenue.
• Other Lead Stages – Progress of leads across various stages like Qualification, Proposal, and Negotiation.

This module helps businesses track sales performance, analyze conversion trends, and optimize lead strategies for growth.