Content Comparison

Access

Step 1 - Click Reports.

Step 2 - Click Reason Report.

Step 3 - Click the icon (A) next to

Employee Evaluation Reports: Self and Peer Grade Detail and you’ll be brought back to Step 2.

The date range

selected (B)

. Use the filter option (C) to narrow your report, including updating the date range. You can export the report to another program by clicking (D).

Explanation

Reason (A) - reasons listed on your cancellation screen, when managers remove a Lead. You can add, remove or edit reasons in the Advanced Dashboard.

Lead Lost (B) - number of Leads lost (i.e. cancellation), in the given date range, for each reason.

% of Leads (C) - total Leads lost per reason, divided by the total Leads lost in the given date range