How to Generate the Converted Leads Report

This article explains how you can generate the converted leads report in Pabau.

The Converted Leads report tracks the leads that have successfully turned into clients. It shows how many potential clients who initially showed interest in your services or products have gone on to make a purchase or book a service.

For more information regarding leads, review this article. 

Step 1: Navigate to Analytics

Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu, where you can find the Analytics tab. Click to expand it, and it will reveal 'Reports.'

Step 2: Generate the Converted Leads Report

Under the 'Leads' section, you will find the Converted Leads pre-created report. Click on the report name to continue. 

Step 3: Adjust the Filters

If you want to narrow down your report, you can add and adjust filters to focus on exactly what you need.
Each filter has four elements - object, field, operator, and value.

In the screenshot below, you can see an example of the four elements in the "Converted Leads" report.

• Object: This is what you're focusing on ("Lead").
• Field: This is the specific detail you're interested in ("Won time").
• Operator: This shows how the field relates to the value ("is").
• Value: This is the specific data you’re looking at ("this month").

Each of these elements can be customized by clicking on them and choosing a different option.

For example, if you want to view all leads except those you have won this month, you can change the operator to "is not" to exclude them.

This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Add, edit, and delete filters 

• Adding a New Filter: To introduce an additional filter, click the plus sign (+) located beneath your current filters. Then, specify the details for your new filter.
• Editing an Existing Filter: Locate the filter you wish to modify. Click directly on the element you want to adjust (such as the object, field, operator, or value). A dropdown menu will appear; choose your desired new option. Your changes should save automatically, or you may need to click an "Update" or "Apply Filters" button.
• Removing a Filter: To delete a filter, simply move your mouse cursor over it. An "X" icon will appear; click it to remove the filter.

Step 5: Review the Data

Once you've adjusted the filters, you can view the data in a donut and list view. You can add additional columns for more specific details.

Some of the columns include:

• Lead Name: to be able to see the name of the lead, and through which you can access their lead card
• Won Time: displays when the lead was marked as won
• Lead Created: shows the date when the lead was created in Pabau
• Lead Stage: displays what pipeline stage the lead is in. For more information regarding lead pipelines, review this article. 
• Lead Source: shows the marketing source through which the lead discovered your practice. For more information regarding marketing sources in Pabau, review this article. 

After selecting any additional columns, click "Save" so that they will appear on the list. You can also deselect options that are currently included in the columns.

Step 6: Export the Data

To export the data from this report, simply click on the three dots on the top right side of the screen to reveal the 'Export' button. 

Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file.

By following these steps, you can easily generate the converted leads report.