Lead Activity Report

Overview

This report displays system activity for leads, such as the dates they were converted to quotes, the dates they were lost, or both.

This is useful for sales managers to gain a better understanding of how the business manages leads.

Learn more in How to Create a Lead.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Lead Activity report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Leads A screenshot of a schedule icon with a grey calendar icon and an arrow. > Lead Activity.
  3. Select the Report Type.
    • If you select Lead Converted (Date Converted), the report shows only converted leads, along with the quote number of the converted lead and the number of days from lead creation until conversion.
    • If you select Lead Lost (Date Created), the report shows leads that have been archived and the number of days since the lead was created.
    • If you select All History (Date Created), the report shows archived leads, converted leads and open leads.
  4. If required, filter the report by Project Manager, Lead No, Quote No, Archived Reasons, Customer, Site, Salesperson, Project Tags or Customer Tags.
  5. Select the Date Range.
  6. Under Group By, select to group the results by Customer Group, Customer Profile, Salesperson, Account Manager or Lead Lost Reason.
    • Select No Group By to display the report as one list.
  7. Click Search.

You can use the following filters in the report:

Report Type

Select:

  • Lead Converted (Date Converted) to display only converted leads, along with the quote number of the converted lead and the number of days from lead creation until conversion.
  • Lead Lost (Date Created) to display leads that have been archived and the number of days from lead creation until the lead was archived.
  • All History (Date Created) to show archived leads, converted leads, and open leads.
Project Manager Select an employee to view all leads with that employee selected as the project manager.
Lead No Search for a specific lead number to view that lead.
Quote No Search for a specific quote number to view the lead converted to that quote.
Archived Reasons Select archive reasons to view leads archived with that archive reason selected.
Date Range Select a date range to view either leads created within that date range, or leads converted within that date range, depending on the Report Type.
Customer Search for a customer to view leads created for that customer.
Site Search for a site to view leads associated with that site.
Salesperson Select an employee to view leads with that employee selected as the salesperson.
Project Tags Select project tags to view leads with those project tags.
Customer Tags Select customer tags to view leads for customers with those customer tags.
Group By Select to group the results in tables of customer groups, customer profiles, salespersons, account managers, or lead lost reasons.

The following columns are displayed in the report:

The following columns are displayed when Lead Converted is selected:

Lead The lead number assigned in Simpro Premium and the lead name. Click to open the lead.
Quote No The number of the quote the lead was converted to. Click to open the quote.
Date The date the lead was converted.
Customer The customer selected in the lead. Click to open the customer card file.
Site The site selected in the lead. Click to open the site card file.
Project Tags Any project tags selected in the lead.
Customer Tags Any customer tags selected in the customer the lead is associated with.
Salesperson The technician or contractor selected as the salesperson in the lead. Click to open the employee card file.
Additional Customers Any additional customers selected in the lead.
Converted Days The number of days between lead creation and lead conversion.

The following columns are displayed when Lead Lost is selected:

Lead The lead number assigned in Simpro Premium and the lead name. Click to open the lead.
Date The date the lead was converted.
Customer The customer selected in the lead. Click to open the customer card file.
Site The site selected in the lead. Click to open the site card file.
Project Tags Any project tags selected in the lead.
Customer Tags Any customer tags selected in the customer the lead is associated with.
Salesperson The technician or contractor selected as the salesperson in the lead. Click to open the employee card file.
Additional Customers Any additional customers selected in the lead.
Days Passed The number of days between lead creation and when the lead was archived.

The following columns are displayed when All History is selected:

Lead No The lead number assigned in Simpro Premium and the lead name. Click to open the lead.
Quote No The number of the quote the lead was converted to. Click to open the quote.
Date The date the lead was converted.
Customer The customer selected in the lead. Click to open the customer card file.
Site The site selected in the lead. Click to open the site card file.
Project Tags Any project tags selected in the lead.
Customer Tags Any customer tags selected in the customer the lead is associated with.
Salesperson The technician or contractor selected as the salesperson in the lead. Click to open the employee card file.
Additional Customers Any additional customers selected in the lead.
Days Passed The number of days between lead creation and when the lead was either converted or archived.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.