Leads Overview Report


This Leads Overview Report is a summary of your leads’ status, conversion rate, source and engagement scores over a period of time. Use this report to get a high-level overview of your leads and identify areas to drill down further.

For example, if you noticed that most of your leads are coming from Custom campaign, you use a more detailed campaign reports like our Monthly Campaigns Summary Report to identify which campaigns are generating the most number of leads and bolster them up.

Solution Expert: Sheryll Chua

SKU: 2209050554 Categories: , Included in License Cost: Basic, Standard, PremiumTechnologies: Sharpspring
What this solution gives you:
  • A real-time report that shows an overview of your leads:
    • What is the status and conversion rate of your leads
    • Which of your campaigns are the generating the most number of leads
    • How engaged are your leads based on lead scores
  • A link to a custom report that you can access anytime
  • A PDF copy of the same report sent to your inbox every first day of the month



How we will deliver this solution to you:
  • The report is included in Standard and Premium packages.
  • If you’re a new customer, we will create this report during the onboarding process.
  • If you’re an existing customer and still don’t have this, please reach out to your project manager and we’ll create it for you.


Cost to implement:
  • A number of reports are included. Please refer to the pricing page

Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.


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