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Analyze your prospecting lists

Only available for Expert & Dream Team Editions

Display the status of all of your prospecting lists and deep dive into the progress of each. You can also view your best qualifier in the team and which prospecting list generates the most qualified leads and new businesses.

The first report provides an overview of the current status of all your prospecting lists.

View at a glance the percentages of entries that:

  • 1) are yet to be qualified
  • 2) have been turned into leads
  • 3) have been cancelled
  • 4) have been won

The second report displays an overview of the list's status, the user activity inside the prospecting list, and the outcome of the leads that have been created from it broken down by user.

Overview of Prospecting List

Displays the total number of entries, how many of them have been cancelled and the percentage of the list that's yet to be qualified, won and have been turned into leads. You can also take a further look into the status of those entries that have been turned into leads.

User activities inside the prospecting list

Whether the list is generated by your marketing team or purchased from a vendor, this report provides you with insight into how qualified the prospecting list is as well as an indication of the user's qualification performance.

The table above displays the activities completed on the list per user on the selected list. The Won and Amount column represent the number of leads created by that user which have been won and their monetary value. This report only shows the outcome of the leads created by the user, not the rep who closed them.

User activities once the leads are created

Displays the activities completed on the leads that have been generated from the prospecting list per user. This is where you can view the status of the created leads and who owns and converts them into customers.