Lead Qualification
The Lead Qualification report shows how your leads are progressing through the pipeline — how many are new, pending, qualified, converted, or lost. The data is grouped by month, and you can drill down to see individual lead details.
Screenshot: Lead Qualification report showing 6 stats cards and a monthly breakdown table
lead-qualification-overview.png
1. Go to Reports → Lead Analytics → Lead Qualification
2. Select the current year
3. Capture the stats cards and the monthly table
Save to:
2. Select the current year
3. Capture the stats cards and the monthly table
Save to:
static/img/screenshots/reports/lead-qualification/lead-qualification-overview.pngSummary cards
Six cards summarize your lead pipeline for the selected year:
| Card | What it shows |
|---|---|
| Total Leads | Total number of leads |
| New | Leads that haven't been worked on yet |
| Pending | Leads being actively worked on |
| Qualified | Leads that passed qualification criteria |
| Converted | Leads that became customers |
| Lost | Leads that were lost or disqualified |
Monthly table
| Column | Description |
|---|---|
| Month | Month name (e.g., "January 2025") |
| Total Leads | Total leads for the month |
| New | New leads created that month |
| Pending | Leads in pending status |
| Qualified | Qualified leads |
| Qualified % | Qualified as a percentage of total |
| Converted | Converted leads |
| Converted % | Converted as a percentage of total |
| Lost | Lost leads |
All columns are sortable. Click any month to drill down to individual leads.
Monthly detail view
Click a month to see individual lead details for that month.
Screenshot: Monthly detail view showing individual leads with status, contact info, and campaign
monthly-detail.png
1. Click on a month in the main table
2. Capture the detailed view showing individual leads
Save to:
2. Capture the detailed view showing individual leads
Save to:
static/img/screenshots/reports/lead-qualification/monthly-detail.png| Column | Description |
|---|---|
| Contact Name | Lead contact name |
| Mobile | Phone number |
| Campaign | The campaign or source that generated the lead |
| Lead Date | When the lead was created |
| Status | Current lead status (displayed as a colored chip) |
Filters
| Filter | Options | Default |
|---|---|---|
| Year | Dropdown: 2020 to current year | Current year |
Click Apply to update the report, or Reset to return to defaults.
Export
Click the Export button to download the report as an Excel file.
Tips
- Track conversion rate trends — Watch the Converted % column month over month to see if your conversion rate is improving
- Identify bottlenecks — If many leads are stuck in "Pending", your team may need to speed up qualification
- Drill down into lost leads — Click months with high "Lost" counts to understand which leads were lost and why
- Compare months — Use the yearly view to spot seasonal patterns in lead generation and conversion