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The Lead Report shows your sales funnel’s performance in the period: how many leads are in each stage, how much was won, what the conversion is and why deals were lost.

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When to use

Use it to account for sales results, compare salespeople and identify where the funnel loses the most deals.

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Generate the report

1

Open the Report Center

Reports menu, Report Center.
2

Select Lead Report

In the Report field.
3

Apply the filters

See the table below. All are optional.
4

Generate the file

Generate PDF, Export CSV or Send by email. See Reports.

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What the report shows

The loss reasons are the ones recorded in the Pipeline: price, competitor, no budget, no response, not a fit, bad timing and other. The more complete the record, the more useful the report.

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How to use the numbers

  • Many losses due to price: review the offer and the payment terms.
  • Long cycle for a salesperson: it is worth following their conversations and task routine.
  • Stage with buildup: stalled deals usually indicate a lack of follow-up.

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Frequently asked questions

It was marked as lost without choosing a reason. Always enter the reason when recording the loss in the Pipeline.

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See also

Pipeline

Where stages, values and losses are recorded.

Dashboard

The Pipeline view shows the funnel and loss reasons on screen.

Chat Report

Cross-check conversion with response time.
Last modified on November 10, 2026