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Lead Recap Report

Lead Recap Report Brittnee

The lead recap report gives you an overview of all your lead sources! A few things to know:

  • It pulls leads from a chosen timeframe. It's good practice to filter by last 7 days.

  • The data shown is based on selecting lead in the Lead from field on a project file. So make sure you're indicating your lead on the profile files!

  • You have the ability to see leads from all sources from current clients to residential referrals.

  • At the bottom of the report, you will find a lead summary with the number of total leads and the percentages for their base bids and contract amounts.

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