Analyze specific actions you have deployed, or a specific month
Analyzing a specific strategy you set up is key to find out if it’s working or not, if you should continue doing that or not. If you decide to start prospecting on LinkedIn for the next three months to see if it’s beneficial to your business, you will need to analyze the results.
If you have created the Category Origin and added the tag LinkedIn, and of course tagged the leads with it, you will be able to study that strategy using the Statistics inside You Don’t Need a CRM!.
Another way is to look at the History statistics where all the data is shown based on the date of creation of the lead. You can then have a clear picture on how much business was finally generated by leads created on a specific month.