MoveBoardThe Sales area of Reports follows leads from the first call to a booked move. How to read and filter any report is in Read a report.
| Report | What it tells you | The dates are |
|---|---|---|
| General Statistics | Overall sales activity: leads, bookings, revenue and conversion. | leads by the day they came in, bookings by the day they were booked |
| Leads by Source | Where your leads come from, with bookings, conversion and revenue by source. | leads by the day they came in |
| Sales Funnel | Leads from inquiry through quote, booking and completed move — where they drop off. | leads by the day they came in, followed to today |
| Sales by Employee | Lead volume, bookings, conversion and revenue for each salesperson. | leads by the day they came in |
| Response Time to New Leads | How quickly new leads get their first response, by salesperson. | leads by the day they came in |
| Lost Leads | Lost leads, why they were lost, and what they could have booked. | leads by the day they came in |
| Services We Don't Do | Customers who asked for a service you don't provide (hoisting, pianos on stairs, your list): asks, orders lost and their value, by service. See Services we don't do. | asks by the day the customer asked |
| Open Pipeline | Active leads, their quoted value and expected move dates. A snapshot — no comparison. | open leads by their move date |
| Average Booking Value | The average booked move, by source, salesperson, move size and service. Needs Can see Income Report. | booked moves by their move date |
Two more are on the plan and show as Coming next: Quote-to-Book Time and Follow-Up Effectiveness.
Reading the Sales Funnel
The funnel follows the leads that came in during the dates you picked, up to today. The bars (Leads at each stage) show how many got to each stage; the table under them says the same in numbers:
| Column | What it means |
|---|---|
| Orders | How many of those leads reached the stage. Quoted: the customer was sent the quote (any email, text or portal message about the order). Booked: the order has a booking date. Moved: still booked, and every day of work on it is finished. |
| Of leads | That stage's orders out of all the leads. |
| Of the stage before | That stage's orders out of the stage above it (the same percentage as on the bar). |
| Lost before this stage | Leads that did not get this far, as of today. On Quoted: the leads never quoted. On Booked: the quoted leads that never booked. Leads and Moved show —. |
A lead that booked or moved is never counted as lost — it went with your company. A booked move that hasn't happened yet is simply still ahead, so nothing is lost between Booked and Moved. Press a Lost before this stage number to see exactly those leads (a lead still being worked shows there until it books).
Example: Leads 12, Quoted 6, Booked 4, Moved 1 reads 6 lost before Quoted, 2 lost before Booked, and — on Leads and Moved.
Whose numbers you see
A salesperson who sees only their own (and unassigned) orders gets figures for those orders only — the same rule as the orders list. In General Statistics, the revenue figures are your own unless you're a company admin.
Good to know
- Click a count — leads, bookings, a source, a salesperson — to see the orders behind it.
- Lead sources come from the Source on each order. To see what each source costs you, set up Lead source costs and ROI.
- Archived orders are left out. See Archived orders in reports.