AgencyZoom’s Lead Reports help you monitor, measure, and improve your team’s performance at every stage of the sales process. Reports update automatically based on activity in your Lead Pipeline, giving you instant insight into conversions, activity, and funnel health.
Lead Reports to use:
Track team and individual performance in real time.
Identify what’s driving conversions (and what’s not).
Visualize your pipeline by producer, lead source, or carrier.
Spot trends to improve sales strategies and coaching.
Available Lead Reports:
Here’s a breakdown of the reports you can access inside Lead Manager:
Leads
See the total number of leads in your pipeline and how they are progressing.
Conversion by Producer
View conversion rates by producer to understand individual performance.
Conversion by Lead Source
Identify which lead sources deliver the highest conversions.
Funnel by Producer
Visualize each producer’s funnel from new lead to closed deal.
Funnel by Lead Source
Track funnel stages by source to see which marketing channels are most effective.
Activity by Producer
Monitor all activities logged by each producer (calls, emails, tasks, etc.).
Activity by Lead Source
Review how much activity is generated from different lead sources.
Activity by Month
Spot activity trends and seasonality in your lead management process.
Loss by Producer
Analyze which producers lose the most leads and at what stage.
Loss by Lead Source
Understand which sources are generating unqualified or lost leads.
Referrals
Track referral leads and their conversion rates.
Carrier Quote Response
Measure carrier responsiveness to your quote requests.
Quote Status by Producer
See the status of quotes created by each producer.
Quote Status by Policy Type
Break down quotes by type of policy (auto, home, commercial, etc.).
Quote Status by Carrier
Check quote outcomes by carrier for better placement strategy.
Quotes Summary by Producer
Summary view of all quotes created and closed by the producer.
Quotes Summary by Policy Type
Summarized view of quotes by policy type.
Quotes Summary by Carrier
Summarized view of quotes by carrier.
Web Lead Report
Track the performance of leads submitted through your website.