Lead Report

Lead Report

The Lead Report section is divided into multiple tabs, each focusing on a different aspect of lead tracking:

  • Navigation Tabs:
    • Lead & Followup (Active tab, highlighted in green)
    • Task & Appointment
    • Pipeline
    • Sourcewise Lead
    • Daily Enquiry Report
  • Date Selection:
    • Period: 28-Mar-2025 to 29-Mar-2025 (Dropdown calendar selector)
  • Lead Report Table Columns:
    • User by Name: List of users with unique IDs
    • New Leads Added: Number of new leads added by each user
    • Total Leads Assigned Currently: Total leads assigned to the user
    • Unique Leads Followed Up: Number of unique leads followed up
    • Total Followups Marked: Total follow-ups marked
    • Total Followups Due: Total follow-ups due
    • Total Followups Done from Due: Number of follow-ups completed from due

Task Report Section:

  • Table Headers:
    • UserByName (User’s name and ID)
    • Executive
    • CreatedDate
    • TotalCreated (Total tasks created)
    • CompletedTillDate (Tasks completed until the selected date)
    • CompletedInTime (Tasks completed within the set timeframe)
    • Open (Pending tasks)

Sourcewise Lead Report Section:

  • View Options:
    • User (Selected)
    • Hierarchy
  • Search Bar Available
  • Entries Display Control: Show 10 entries

 Data Table with Columns:

  • USER_LOGIN: User login details
  • TOTAL ASSIGNED: Total leads assigned
  • PENDING: Pending leads
  • Other Columns (Data Sources): Various lead sources (e.g., 1000CONTACTS, 1000WAUPLOAD, etc.)

 User Data in Table:

  • User: “User Name”
    • Total Assigned: No. of Assigned
    • Pending: No. of Pending
    • All other columns contain 0 values

Icons & Filters:

  • Green Filter Icon (Left sidebar)
  • Download Button for report

Sourcewise Lead Report Section:

  • View Options:
    • User (Selected)
    • Hierarchy
  • Search Bar Available
  • Entries Display Control: Show 10 entries

 Data Table:

  • The table content is not visible in the screenshot, but a message at the bottom states:
    “Showing 1 to 2 of 2 entries”
  • This means the report contains two entries. However, the details are not currently displayed.

The Lead Report section in Kit19 provides a detailed breakdown of leads, follow-ups, tasks, and sources—helping sales teams track performance and optimize conversions.