The Lead Opportunity Report is a powerful, granular tool for tracking your Leads. It provides a clear visualization of your sales journey, displaying the progression and status of each individual inquiry or lead you receive. With this report, you can easily identify which specific deals are nearing closure, which ones need further attention, and where your best leads are coming from.
Relationship to the Original Opportunity Report
If you have used our original Opportunity Report, you will notice a key difference in how data is structured:
- The Original Report grouped your pipeline by Customer. This made it difficult to track repeat business. If a single customer had multiple inquiries over time (e.g., a spring cleanup in April, and a patio installation in October), they were all tied to a single customer status.
- The Lead Opportunity Report groups your pipeline by Lead. Every row represents a unique inquiry or opportunity. This allows you to track the exact status, source, and service type of individual sales efforts independently, even if they belong to the same customer.
Key Benefits
Using the Lead Opportunity Report ensures that you are tracking every single sales opportunity independently. This facilitates better organization, allows you to measure exactly which service types and lead sources generate the most pipeline, and prevents repeat-business opportunities from slipping through the cracks.
Navigating the Report
To access the Lead Opportunity Report, navigate to:
Sitemap -> Reports -> Opportunity Report (by Lead)
On this page, you’ll see a list of your leads. By default, they are sorted by their creation date, with the most recent entries at the top. The date filter applies specifically to when the lead was created in the system.
You have the option to use a set of advanced filters to refine your view by:
- Opportunity Status
- Source (e.g., Website, Referral, Yelp)
- Service Type (e.g., Lawn Care, Landscaping, Snow Removal)
For a visual representation of your data, the report includes four dynamic charts:
- Opportunity Status (Bar Chart)
- Lead Velocity (Line Chart showing leads generated over time)
- Lead Source (Pie Chart)
- Service Type (Pie Chart)
Datatable
Central to the Lead Opportunity Report is the datatable — a structured and detailed list of all your leads.
Each entry in the datatable is accompanied by essential data that provides a holistic view of that specific sales opportunity. For each entry, you’ll find:
- Lead Date: When the inquiry was generated.
- Customer Info: The name and address of the parent customer or prospect.
- Service Type: The specific service requested for this opportunity.
- Lead Source: Where this specific lead originated.
- Recent Customer Activity: A quick view of the last few jobs completed for this customer, giving you immediate context when reaching out.
Beyond just viewing, the datatable is highly interactive. If you notice an opportunity that needs attention, you can click directly on the text in the Status column to update it inline. You do not need to leave the page or open a new tab to manage your pipeline.
Opportunity Status
This feature provides a lifecycle status for each individual lead.
Status Definitions:
- New/Unassigned: The lead has been created but not yet assigned to a sales representative.
- Assigned: The lead has been assigned to a sales representative for follow-up.
- Contacted: The sales representative has made initial contact with the lead.
- Qualified: The lead has been determined to have potential and meets the criteria for further consideration.
- Converted: The lead has been successfully won.
- Unqualified/Disqualified: The lead does not meet the criteria for your business.
- Lost: The lead was pursued but did not result in a sale or conversion.
- Follow-up: The lead requires further follow-up or nurturing before a decision can be made.
- On Hold: The lead is temporarily on hold due to various reasons, such as pending information or external factors.
- Closed: The lead has reached the end of its sales cycle.