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Creating Your First Analytics Report

Before you can analyze your leads, you need to create an analytics report that defines the scope and parameters for your analysis.

Starting a New Report​

Step 1: Access Report Creation​

admin-view-analytics-new-report.png

  1. In the analytics dashboard, locate the dropdown menu to the left of the date range picker
  2. Click the dropdown and select New Report
  3. You'll be guided through the report setup process

Step 2: Name Your Report​

Enter a descriptive name for your report that clearly indicates:

  • What data it covers (e.g., "Q4 Lead Analysis")
  • The scope (e.g., "All Locations Pipeline Review")
  • The purpose (e.g., "Source Performance Analysis")

Good Examples:

  • "Monthly Lead Journey - All Locations"
  • "Q1 Distribution Analysis - Main Pipeline"
  • "Source Performance - Education Pipeline"

Configuring Report Scope​

Account Scope Selection​

Choose how broad you want your analysis to be:

Single Location

  • Analyzes leads from one specific account/location only
  • Best for location-specific insights
  • Simpler data set for focused analysis

Multiple Locations

  • Aggregates leads across selected accounts/locations
  • Provides organization-wide insights
  • More comprehensive but potentially more complex data

Lead Pipeline Selection​

Select the specific lead pipeline you want to analyze:

  • Only one pipeline per report
  • Choose the pipeline most relevant to your analysis goals
  • You can create multiple reports for different pipelines

Stage Categorization​

This is the most critical part of report setup. You must categorize your stages into two groups:

Processing Group​

Definition: Stages where leads are actively being worked on and may change or progress

Characteristics:

  • Leads regularly move between these stages
  • Represent your active sales/nurturing process
  • Require correct chronological ordering

Examples:

  • "New Lead"
  • "Contacted"
  • "Qualified"
  • "Proposal Sent"

Processed Group​

Definition: Final destination stages where leads rarely change

Characteristics:

  • Terminal stages in your pipeline
  • Leads typically remain in these stages
  • Order doesn't matter for analysis purposes

Examples:

  • "Converted/Won"
  • "Lost/Declined"
  • "Unqualified"
  • "Inactive"

Setting Stage Order​

Critical: Processing Group Order​

For Processing stages, the order must reflect your actual business workflow:

Correct Order Example:
1. Initial Contact      (where most leads start)
2. Qualification       (first processing step)
3. Proposal           (second processing step)
4. Negotiation        (final processing step)

Why Order Matters:

  • Journey analysis relies on correct stage progression
  • Incorrect order will show misleading conversion paths
  • Analytics will not accurately represent your actual process

Processed Group Order​

The order of Processed stages doesn't impact analytics, so arrange them however makes sense for your team.

Completing Setup​

Final Steps​

  1. Review your stage categorization and ordering
  2. Verify the account scope and pipeline selection
  3. Click Finish to create your report

What Happens Next​

Once created, your report will:

  • Become available in the report dropdown
  • Use your stage configuration for all analysis
  • Be ready for both Journey and Distribution analysis

Important Considerations​

Date Range Impact​

Remember that date ranges filter leads by their creation date, not when they moved through stages.

Report Modifications​

After creation, you may need to create a new report if you want to:

  • Change stage categorization
  • Modify the Processing stage order
  • Switch between single and multiple location scope

Next Steps​

With your report created, you're ready to:

  1. Set up date ranges and filters
  2. Start with Journey analysis
  3. Explore Distribution analysis