NEED HELP: Filtering lead types out of win loss sales report

[MFreeman2]

I have a need to filter out the non-qualified leads from my win-loss report in the sales report section. I use it for tracking performance of staff and our use case means that unqualified leads should not be included in the data. I do not see a way to accomplish this - please advise.

[karstenkoehler · Accepted solution]

Hi @MFreeman2,

Could you please share the exact name of your report and/or a screenshot, pixelating any confidential information? Also, could you share your definition of an unqualified lead?

It looks like you're on a Free or Starter subscription. Here the options are limited, unfortunately. To customize reports, a Professional license is needed.

In general, you would edit the report, click into the Filters section and exclude records there, for example by excluding contacts by Lead status.

Best regards!