What do pipeline reports show?
On Pro, Pipeline reports show which lead sources turn into deals, how far leads get through your board and how fast they are answered. On Business they add where your deals stand and why they were won or lost.
Choose Pipeline reports in the left menu and pick the period: the last 30, 90 or 365 days.
On Pro
- Lead source to deal — for each source, its leads, how many closed, the conversion, the deals and the commission on won deals.
- Conversion by stage — for each agent, the leads created in the period, counted at the furthest stage they reached: showing, negotiating, closed or lost. Each percentage is the share of the stage before.
- Response time — the median first response, the share answered within an hour and within a day, and the leads not answered yet.
On Business
- Deals by stage — your deals in Offer, Agreed, Contracts and Completed, with their value, commission and weighted commission. Under Place deals in the pipeline, choose the stage for each deal.
- Why deals are won and lost — the reasons recorded for closed deals, such as price, location or financing. Choose the reason for each closed deal in the same list.
On the free plan, these sections are shown locked.