Lead Status Report

Overview

This report displays leads issued in the specified date range according to status, as set up in Simpro Premium, and is useful for managers and administration to produce lead lists. Learn more in Status Codes and Automatic Triggers.

You may wish to filter the report to display actioned leads to follow up on for prospective sales.

Learn about other reports on leads in Lead Reports.

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 Status 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 > Lead Status.
  3. Select the date range under Leads Date Issued.
  4. Select the Leads Status to see all leads with that status.
  5. Filter the report further by selecting from the Project Tags, Zone, Customer, Site, Customer Group, Customer Profile, Salesperson and Project Manager drop-downs.
  6. Click Search.

You can use the following filters in the report:

Leads Date Issued Select a date range to view leads created within that date range.
Leads Status Select a status code to view leads with that status.
Project Tags Select a project tag to view leads with that tag.
Zone Select a zone to view leads assigned to that zone.
Customer Search for a specific customer or customer contract to view leads for that customer or customer contract.
Site Search for a specific site to view leads for that site.
Customer Group Select a customer group to view leads for customers belonging to that customer group.
Customer Profile Select a customer profile to view leads for customers with that customer profile.
Salesperson Select a salesperson to view leads that have that salesperson assigned.
Project Manager Select a project manager to view leads that have that project manager assigned.

The report displays the following columns:

Lead The lead number assigned in Simpro Premium and the lead name. Click to open the lead.
Date Created The date the lead was created.
Customer The customer the lead was created for. Click to open the customer card file.
Telephone The phone number in the customer's card file.
Scheduled Technician(s) The employees and contractors scheduled to the lead.
Project Tag(s) Any project tags selected in the lead.
Site The site selected in the lead. Click to open the site card file.
Lead Total (Ex Tax) The Estimated Price in the Forecast tab in the lead.
Status The status of the lead. The status colour is displayed in the right-most column.
Additional Customers Any additional customers added to the lead.

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.