How to track volume of connected leads in a month

Smart CRM & Sales Hub CRM
1

Hi there,

What is the best way to count and track the volume of leads a sales person connected with each month. We are using the lead prospecting tool and sometimes the salesperson will skip that stage and go straight to qualified as during the call they might be able to connect and qualify at the same point.
So in that stage we would need to count that lead that has been qualified as well.
Not sure how to do a report that includes them both

2

Hey @LKelman

Use the sales analytics reports to track your sales team’s performance and gain insights into your sales pipeline’s current health to know more kindly check this article here: Create sales reports in the sales analytics suite

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3

Hi Gaurav,

Thanks for the response.

This certainly tracks the volume of activities, but sometimes it might take 5 activities to actually connect with a lead.

I would like to know how many leads the sales team is connecting with on a daily basis. I know there is a time stamp for when the lead stage is changed to connected, but my issue is that sometimes the salesperson will skip that stage and go straight to qualified.

Therefore in this instance I would want to track both stages.

If that makes sense. Or should we be using lifecycle stages to track this?

4

Hi @LKelman,

If sales people skip stages, then an approach could look as follows:

  1. Create a custom lead date property “Connected date”
  2. Use a lead-based workflow and enroll leads when they are either
    1. In the connected stage
    2. In a later stage and “Connected date is unknown”
  3. Use the ‘Edit record’ workflow action to log the current date
  4. Create a custom report based on the “Connected date” property

Give this a try and let me know if you have any follow-up questions!