What is the Organisation Leads Won and Lost report?
The Organisation Leads Won and Lost report will show the number of leads closed and won compared to the number of leads closed and lost over the specified period.
To learn about how to create any Funnel report, follow the quick steps here: Learn about Funnel reports.
How to create an Organisation Leads Won and Lost report
To start this report, first select the Accounts you want to report on in the dropdown box. Next, select all the accounts you want to include in this report. For example, all your Primary Schools.
Choose the date range and the frequency of interest, for example per week or per month.
The range is based on when the lead was moved to the school's "Won" or "Lost" pipeline stage.
The graph can be displayed as a bar or line graph by selecting your chart type. You can also set the data to be cumulative; adding monthly figures together to show your progressive numbers throughout the year, month on month etc.
Conditions for data series - filters
You may choose to apply filters to your report based on Lead properties. For example, Year of Entry. The available filters will be limited to fields available across your entire Organisation.
Renaming and saving
We recommend that you rename your report to be specific. For example "Organisation leads won and lost for Primary Schools with entry year for 2028".
Don't forget to hit "save".
Interpreting the data
The interpretation will depend on your Chart type, range and frequency selected.
If the cumulative toggle is on, you can see over time the total number of leads that have moved to "Lost" and "Won" during the set range.
Choose to visualise your data in a bar or line graph.
For a quick view of Won or Lost lead totals, click on the dot or word under the graph to unselect either Won or Lost leads.
Look at the "Y" axis for the number of Enrolments Won/Lost.
The "X" axis will break it up by your set frequency.
Leave "Cumulative" toggled off if you want to compare specific periods in time (set by the Range and frequency).
This can highlight peaks in Leads moving to Won/Lost.
More information on the Leads counted
Under the graph, a table will represent the same data.
You can either click on the numbers in the table or the data points in the graph to break down the list of leads counted against this data point.
You will get important details about the Leads, for example in which one of your School Accounts the leads are in.
What if I can't see colours? Not a problem, we've got you covered, too 👍.
Hover over the band/line in the graph to see which one is Won/Lost.
