1. Click Analysis. Select Performance Reports.
2. Access the different statistics on your leads by selecting
...
Leads Performance.
...
First report available: Monthly Leads per month:this report provides the distribution of the number of leads you generate per month. The report contains the year, the month, and the number of leads for each month. All the links in blue are clickable.
3. Click Leads per month - Summary
The
...
screen below
...
appears.
...
4. Click on the number
...
4, under # Leads , and you access the list of the leads created in
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April.
Second report available: Leads by category - Summary and Progression:summary source : the summary and progression reports show the distribution of the number of leads you generate by Source category. The report contains the contact method, the category and the number of leads generated.3
1. Click Leads by
...
Source - Summary.
...
The window below is displayed.
...
The screen below appears.
The window below is displayed.
4. Click on the number 35, we have access to XX
Click Leads by Contact Method / Category - Progression.
The window below is displayed.
...
3. Click Leads by Contact Method / Category / Source - Summary.
The window below is displayed.
4. Click on the number 47, we have access to XX.
Click Leads by Contact Method / Category / Source - Progression.
The window below is displayed.
...
2. Click on the number
...
Click Leads by category - Progression
The window below is displayed.
...
3. Click on Lead Sources - Summary.
...
The window below is displayed.
4. Click on the number 24, we have access to XX.???
Click Lead Source - Progression
The window below is displayed.
...
3. Click Leads by keywords - Summary.
...
The window below is displayed.
4. Click on the number 24, we have access to XX.
Click on Leads by keywords - Progression
The window below is displayed.
...
3. Click Leads by Contact Method / Category - Summary.
...
4, under # Leads and you will have the list of the 4 leads from this source.
3.Click Leads by source - Progression
The screen below appears.
Third report available: Leads by interests - Summary:this report provides the distribution of the number of leads you generate by types of interest.3
1. Click Leads by Interests - Summary.
Interests:PUBLITRAC allows to create custom fields to save the particular interests of your leads. For example, size of shoes, likes chocolate... You can therefore create fields that are unique to your business.
The
...
screen below
...
appears.
...
2. Click on the number
...
44 under # of Leads , for Interest for chocolate. You obtain a list of the 44 leads who have a score for chocolate.
