Reports

Every chart is calculated from the demo records.

Lead volume by source

34 leads in This Quarter

Pipeline conversion

Share of leads at each stage

Broker workload

Leads, open tasks and appointments

Appointments completed

Demo appointment outcomes

Application status

12 demo applications

Enrollments by month

Last six months

Leads with no next action

5 leads need an owner decision

  • Nancy ClarkNew • Sarah Johnson
  • Jennifer HallNew • Sarah Johnson
  • Helen OkaforContacted • Sarah Johnson
  • Kenneth AlvarezAppointment • Art Delgado
  • Gloria DunnApplication • Maria Lopez