Lead Stats
See how the team is working enquiries, sharing records and moving leads through their next steps.
In the CRM: Stats & Reports → Lead Stats
Start with the agent and activity cards
Lead Stats opens a screen titled Agent Performance. Choose All Agents for the available team view or choose one agent to focus the cards, tables and charts. It helps a manager decide who needs support and which enquiries need attention.
| Card or section | What to look for |
|---|---|
| Total Leads | The lead records included for the selected agents. |
| Last 30 Days / Last 7 Days | New leads created in each period. These cards do not change the date range of every other chart. |
| Leads Worked | Leads whose status has been updated at least once. This is not a count of phone calls. |
| Notes Added | Recorded note activity that helps explain follow-up. |
| Assigned Out / Assigned In | Distinct lead records whose ownership was transferred away or received. |
| Shared Out / Shared In | Records with active sharing between team members. |
| Lead Status Distribution | How the selected leads are grouped by their recorded status. |
| Appointment and campaign cards | Where shown, activity for appointment creation, routing and commissions. |
Use the charts to guide a team conversation
Follow a useful question back to the actual record. For a customer conversion review, open Clients and the contact history. For appointment or buyer outcomes, open the appointment and campaign reports.
- Agent Breakdown and Status Breakdown by Agent put the underlying counts into tables.
- Agent Comparison scales each measure against the highest value for that measure. Use its shape to compare patterns and the tables for exact counts.
- Lead Status Pipeline shows where records sit in your configured statuses.
- Agent Leaderboard lets you choose an available metric for comparison.
- Use consistent status names in Lead Fusion → Configure. Differently written labels can appear as separate groups.
Example: improve enquiry follow-up
- A campaign brings in a new group of leads. Review the new-lead cards and the status distribution.
- Choose each agent to see how records have been worked, assigned or shared.
- Open Leads and review the records still waiting for a next step. Assign a responsible person and use clear statuses.
- Have the team follow up through their extensions, SMS conversations or a configured AI workflow. Use a template when the message should be consistent.
- Review booked appointments and buyer outcomes in their matching reports, then use the findings to improve the next campaign.