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Lead Reports

This article provides detailed explanations of the Lead Reports available in PPO:

Lead Detail Report

The report includes all the fields on the Leads entity for all lead records and projects. If the “Include Project Information” checkbox is selected, the report will also include all the fields on the project entity.

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Lead Status Report

The Lead Status Report shows a list of all the leads that are being chased. The indicators show whether the lead has been updated in the last week.

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Sales Pipeline Report

The sales pipeline report shows you a 6-month view of the pipeline with the estimated and weighted value of the lead. The timeline (month columns that are shown on the report) can be moved by clicking on the Previous and Next links in the top right-hand corner of the report.

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