This Monthly Report summarizes how many leads were created, handled, converted, and the revenue generated on a daily and monthly basis. It does not display detailed lead activities; instead, it provides a sales overview based on leads.
The above screen displays a monthly summary of the following data:
- Count: Number of leads recorded
- Handled: Leads worked on by the sales team
- Converted: Leads successfully converted into customers
- Amount: Revenue generated from converted leads
Screen- Monthly Report /Sales Tracker