LeadSquared provides powerful analytics around marketing and sales to help you fine-tune your business processes. Now we have added one more report to make you understand how Lead Distribution happens in your account.
This report is accessible Reports -> Lead Insights -> Lead Distribution Analysis – 3 fields .
This report works on based on 3 fields as explained below
Select Label (First Column ) – The Lead field which you select will be displayed in the first column of the report, in the above image, I have selected Lead Source.
Select Values (header row) – The Lead field selected will be displayed as a row header of the report, the data will be split based on the field which you have selected in this section. In the above image, I have selected Lead Owner field.
Select Field (Second Column) – The Lead filed selected here will be used to further classify the number of leads . Example : in the above image I have chosen Source as 1st column and Lead Stage in the second column, where the report now gives you a report In Lead Source for a particular Lead Stage how many leads have been distributed for the Owners.
Filters – Can be used if you wish to filter the data on specific criteria.
Lead Created in time Range -Used to filter the leads based on their created dates. In the above image, I have selected last month, so the report will show the lead distribution for only those leads which were created last month.
Hope this report solves your Lead Distribution question.