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Lead Summary & Conversion Report

What this report shows

The Lead Summary and Conversion Report breaks down your leads by contact type: Phone, Email and Walk In. It also shows how those leads convert through to a Test Drive and then to a sale.

Leads, test drives and sales are reported against the make and model recorded as the primary listing on the lead.

Run the report

  1. Open Analytics Reporting and select the Lead Summary & Conversion Report.
  2. Choose a Dealership or Salesperson to filter the results.
  3. Review the results as a conversion funnel and a pie graph.

What you should see

A funnel showing lead volume by type, narrowing through to test drives and sales, plus a pie graph showing the same data by proportion. Use it to spot which lead types and which staff convert best.