Lead Conversions Report
This article is an overview of the Lead Conversions Report. This report shows lead type conversions for users added during the report date range, as well as conversions to membership. It uses the selected date range to obtain a list of users added during that time, then shows how many leads were added into each lead type, as well as how many of those users has their lead type changed at any point.
NOTE: The conversion rate considers how many people eventually became members (including outside of the report date range), and considers the total number of people who were assigned each lead type (leads added and lead type updates). If one user goes through three different lead type assignments during their prospect period, they will be counted towards all three lead types and only their last lead type will count as a conversion.
1. Accessing Your Report
Navigate to Reports > Intelligence > Lead Conversions.
Choose your desired date range from the calendar and then select Run Report.
2. Understanding Your Report
The online report will display: Lead Type, Lead Count, Number Converted and Conversion %.
Lead Type - This column shows only lead types that had activity related to users added as prospects during the report date range. It will only show lead types that users were added into during the report date range, as well as lead types that these users were changed to at any point.
Leads Added - A count of how many leads were added into each lead type at the time the were added as prospects.
Lead Type Updates - Using the group of leads during the report date range, this column shows if they were converted to new lead types during their prospect period. The lead type updates could have occurred at any time (pre-membership only) and are not limited to the report date range. If users go through multiple lead types while they are prospects, all of the changes will be captured here.
Membership Conversions - Using the group of leads added during the report date range, this column shows how many went on to become members. The conversion date is not limited to the report date range. If users go through multiple lead types before converting to members, the conversion will only count towards the final lead type.
Conversion % - Membership Conversions / (Lead Added + Lead Type Updates)
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
REMINDER: Each time the lead type is changed before they become a member within the selected date range, the report will calculate each change.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can take agreements out of 3rd party collections status