Lead report
Track pipeline activity, lead movement, follow-up status, and operational performance.
Lead pipeline activity report
The Lead Pipeline Activity Report gives you a single, filterable view of leads moving through your pipeline, along with their latest engagement and follow-up status. This report is designed for day-to-day operational tracking of lead progress. You can use it to monitor pipeline health across centers, owners, sources, stages, and priorities, and to quickly identify leads that need attention based on last activity and next follow-up dates.
To access the report, navigate to Lead management > Reports > Lead pipeline activity report.
Use the Saved views filter to load a preconfigured set of filters.
Filter leads by their Status, Priority, and Source.
Click Advanced filters.
Select the center you want the report to run for, then narrow results further by choosing the relevant employee.
Refine the data by selecting the lead stage, priority, and source you want to analyze.
Choose the date type that should drive the report, then set the start and end dates for the reporting period.
Enable the option to include leads without a follow-up date if you want those leads to appear in the results.
Click Apply filter to refresh the report with your selections.
Click Save filter if you want to reuse this filter later or use Clear all to reset and start over.
Column name
Description
Details and Examples
Guest Code
Unique identifier linked to the guest (if available)
Displays the guest code if the lead is linked to an existing guest record.
Guest Name
Guest name associated with the lead
Shows the guest’s full name when the lead is connected to a guest profile.
Lead Name
The lead record name/title
Displays the name entered at lead creation.
Center Name
Center the lead belongs to
Indicates the center where the lead was created or is currently managed
Owner
Lead owner/agent responsible
Shows the employee responsible for managing and following up on the lead
Source
Where the lead came from
Displays where the lead originated from
Current Stage
Current pipeline stage
Shows the lead’s present stage, for example, New, Contacted, Interested, Won/Lost.
Priority
Urgency level
Indicates whether the lead is High, Medium, or Low priority, guiding follow-up focus and escalation.
Stage Entry Date/Time
When the lead entered the current stage
Shows when the lead last moved into its current stage
Avg Stage Age
Average time spent (typically in stage, depending on configuration)
Displays how long the lead has remained in the current stage
Offered Price
Value associated with the lead (if captured)
Shows the expected or quoted value associated with the lead
Last Activity
The most recent activity type (for example, Email/Call)
Indicates the latest activity recorded for the lead, such as Email or Call
Last Activity Time
Timestamp of the most recent touch
Shows the exact date and time of the most recent activity
Next Follow-up Date
When the next follow-up is due
Displays the next follow-up date planned for the lead
Created Date
When the lead was created
Shows when the lead was first created in the system