Analytics & Reporting
Track your sales performance, monitor pipeline health, and make data-driven decisions with Lead16's built-in analytics.
📊 Key Metrics
Total Pipeline
$500K
Sum of all active deals
Won Revenue
$125K
Closed deals this month
Win Rate
22%
Lead to close conversion
MRR
$12K
Monthly recurring revenue
📈 Available Analytics
Pipeline Health
- Total pipeline value by stage
- Number of deals in each stage
- Average deal size
- Pipeline velocity and conversion rates
Revenue Tracking
- Won deals and closed revenue
- Monthly recurring revenue (MRR)
- Revenue by time period
- Forecasted vs actual revenue
Conversion Metrics
- Stage-to-stage conversion rates
- Overall win/loss ratios
- Average sales cycle length
- Lost deal analysis and reasons
Performance Trends
- Week-over-week comparisons
- Month-over-month growth
- Quarterly performance tracking
- Year-to-date summaries
🎯 How to View Analytics
View metrics bar at top of dashboard
Check individual stage totals in Kanban view
Navigate to detailed analytics (coming soon)
Export data for external analysis
💡 Understanding Your Metrics
| Metric | What It Means | Why It Matters |
|---|---|---|
| Total Pipeline | Sum of all active deal values | Forecasts potential revenue |
| Won Revenue | Value of closed/won deals | Actual earned income |
| Win Rate | % of leads that close | Sales effectiveness measure |
| MRR | Monthly recurring revenue | Predictable income stream |
| Average Deal Size | Mean value of all deals | Pricing and targeting insight |
| Sales Cycle | Days from lead to close | Process efficiency indicator |
📋 Best Practices
Track Consistently
Update deal values regularly for accurate forecasts. Review metrics weekly to spot trends early.
Data Quality Matters
Your analytics are only as good as your data. Keep lead information current and accurate.
🔗 Related Documentation
- Dashboard Overview
Learn about the metrics displayed on your dashboard
- Pipeline Management
Understand pipeline stages and conversion tracking
- Managing Leads
Ensure accurate data entry for better analytics
Advanced Analytics Coming Soon
We're working on enhanced reporting features including custom charts, exportable reports, and advanced filtering. Stay tuned!