Reports
Read the dashboard, activity and team reports, analyse your leads, and export or print the results.
8 articles
Articles
- Reports in Leadnote - what each report shows See every Leadnote report in one place, where to open it, who can see it, and how the date ranges and currency options work across reports. 4 min read
- Leadnote dashboard: funnel, tabs and follow-up schedule Read the Leadnote dashboard: choose lists, use the six tabs for stage funnel, deal size, groups, tags and potential, and the follow-up schedule below. 6 min read
- Activity Report - calls, visits, transactions and to-dos Run the Leadnote Activity Report for calls, field visits, transactions or to-dos by user and date range, then print it or download it as CSV. 4 min read
- Team Performance report - by user and by team Compare sales, lead activity, calls and quotes per person or per team for any period, see the change against the last period, and open the records. 5 min read
- Data Analytics - lead analysis reports in Leadnote Use Data Analytics to follow your own leads, follow-ups and annual target, and to compare leads by source, stage, potential and user across the team. 4 min read
- Locations Visited and the Field Visit Tracker Track where your sales team has been. See check-ins and check-outs from the mobile app by user, customer and date, with a map link for each place. 3 min read
- Export and print Leadnote reports (CSV and PDF) Download Leadnote reports as CSV files or print them to paper or PDF. Learn which reports can be exported, the row limits, and who is allowed to export. 4 min read
- Account Insights - usage, plan and records summary Account Insights gives Owners and Managers a one-page health check of the Leadnote account, covering recent usage, plan, records, users and invoices. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles