Access
Step 1
- After logging in as an Administrator, click Reports.
Step 2
- Click Reason Report.
Step 3
- Click the icon (A) next to Lead Management: Reason Report and you’ll be brought back to the Reports home page.
- 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).
Layout
- 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
