Pull this report when you're looking for general information about Lost Leads
The Lost Lead Analysis Report shows the following information:
-
Close reason
- Community
- Care Type
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Number of lost leads per close reason
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Percentage of total lost leads
This report can be filtered by community, date, and view by: Close Reason, Community, Community Group, Care Type, and Close Reason Details. There are additional options specific to the report in "More Filters.
Under the "More Filters" tab you'll also be able to filter by:
- Scores
- Care Types
- Exclude or Only Show Prospects that are Open, Closed, Moved In, Rejected, Uncontacted, or Deleted
- Lead Source
- Traits
- Trigger Events
- Gender
- ...and so much more!
*Note: Reports are now fully customizable and can be edited, formatted, and saved as additional reports within the Standard Reports tab. See the Customized Reports ARTICLE and VIDEO for in-depth instruction. The selected community/communities and date ranges will remain unchanged or "sticky" when you leave and return to the page for all Standard Reports.
*Note: Some reports now include a "Heatmap" dropdown option, which allows you to highlight specific columns that automatically color-code them from either best-to-worst or worst-to-best; green being the best and red being the worst.