The Lead Conversion Report details your conversion ratios by cross referencing each employee, lead source, and pipeline stages. For example, suppose you wanted to track how successful each person was at converting leads that came from your website, this report will show you how many each person received as well as where those leads ended up (e.g., what percent of those leads are now prospects, cancelled, closed, etc.).

To access this report click on Lead Conversion Report link at the Reports tab.

Once you click on the Lead Conversion Report link, the system will ask you to choose which lead sources you want to report on. To do this, simply check the box to the left of each lead source and click on the Select & Continue button. The lead sources available here include any value that is put in the source field on your client files in the system:

The next screen will allow you to choose users you want to include on this report as well as the pipeline sequences you want to include. The pipeline stages you want to view:

Once you make these selections, the system will generate the report. The first column along the top will show you each person the report includes. Then the report will include the total number of leads each person received by lead source and how many leads are now in each stage of the pipeline. The far right and bottom will give you complete details based on all the people included in the report. You can also change the dates and print the report by using the options at the top of the page.