Analytics & Reporting

Track your sales performance, monitor pipeline health, and make data-driven decisions with Lead Manager's built-in analytics.

Analytics Dashboard

📊 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

MetricWhat It MeansWhy It Matters
Total PipelineSum of all active deal valuesForecasts potential revenue
Won RevenueValue of closed/won dealsActual earned income
Win Rate% of leads that closeSales effectiveness measure
MRRMonthly recurring revenuePredictable income stream
Average Deal SizeMean value of all dealsPricing and targeting insight
Sales CycleDays from lead to closeProcess 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

Advanced Analytics Coming Soon

We're working on enhanced reporting features including custom charts, exportable reports, and advanced filtering. Stay tuned!