This report segments leads by admissions stage, showing the percentage and number of each.
To access this report, click the ‘Reports’ button on the left-hand sidebar.
From there, scroll down the menu of your reports until you find the one marked ‘Leads by Stage’ and click on it.
View Report
The ‘Leads by Stage’ report provides an in-depth overview on the leads you’ve generated in a given time period.
The top section of the report features three pie charts that indicate the different programs your prospects are interested, the contact types added in the given time period, and what stages your leads are at.
The bottom section of the report provides an in-depth overview of your leads. You can see a wide variety of information about each contact, including their:
- Contact creation date
- Stage
- Name
- Program
- Owner name
- Contact type
The report is automatically sorted by date, but you can organize it by any of the other parameters (such as stage or program) by clicking on the desired heading.
Adjust Date Range
You can modify the date range of this report by clicking on the calendar button above the report:
