A regular review of your lead conversion reports gets you valuable insights into the effectiveness of your lead generation strategies and you can make informed, data-driven decisions to improve your firm’s performance. To measure how effectively your leads are turning into matters, you can generate and access the Lead Conversion Dashboard.
Steps to get Lead Conversion Data
Click on
Dashboardon the left.Locate the
Conversion Ratesection to view an overview of how many leads have been converted into matters.Use filters like
Lead Source,Referrer,Practice Area,Originating Timekeeper,Responsible Timekeeper,Week, andMonthto refine your insights.
You can also use the
date range filterto get data for a particular date range.
Note: The data is presented as charts and part of the overall dashboards. So, you can't download them as it is. A workaround is to take a screenshot of the data when required to present.
Alternative way to get Lead Conversion Data
Click on the
Leadson the left-hand panel.Select the
Converted Leadstab to access a detailed list of all converted leads.Use
Filters,Groups, andAggregationto consolidate the data based on your requirements.
You can also export the data here. Click on the
Exportbutton after filtering the desired data, and select theExport to CSVoption.