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Standard Reports: Dashboard Milestones Report

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On the main menu, mouse over Reporting to expand the Reporting sub-menu. Click Milestones Report on the Dashboard Reports sub-menu.

This report also appears on an administrator's Dashboard. It has a different design, but it functions the same. Reading this article should answer any questions about the Milestones Report as it appears in either location.

Use the Milestones Report to see Milestone data for leads by Campaign, Group, and User. That is, see how many leads reached which milestone, and in how much time.

The Milestones Report has three tabs: Campaigns, Groups, and Users.

Based on which tab is selected there are different filtering options, allowing you to select subsets of leads based on the campaign they are associated with, the user they are assigned to and the group that the user they are assigned to is in.

 

Tabs

Use the By Campaigns tab to filter leads by campaign and date range

Use the By Groups tab to filter leads by campaign, group, and date range

Use the By Users tab to filter leads by campaign, group, user, and date range

 

By Campaigns Tab

 In this example, the report filters have been set to return milestone data on leads:

  • From all campaigns
  • Added to LeadManager between the dates 6/24/2011 and 7/1/2011

The milestone data displayed in these report results pertain only to leads added to LeadManager within that date range.

 

Report Results

Campaign This tab of this report displays milestone data for leads, by campaign. This column displays the campaign name

Speed to Contact Attempt – This column displays the average amount of time that it took for leads in the associated campaign to receive their first contact attempt

Speed to Contact – This column displays the average amount of time for leads in the associated campaign to be contacted for the first time

Contacts – This column displays the number of leads in the associated campaign that were reached the Contacted milestone

% (Contact Rate) –The Contact Rate is the percentage of total leads in the associated campaign (added to LeadManager within the selected date range) that reached the Contacted milestone.
Qualifications – This column displays the number of leads in the associated campaign that reached the Qualified milestone
% (Qualification Rate) –The Qualification Rate is the percentage of total leads in the associated campaign (added to LeadManager within the selected date range) that reached the Qualified milestone.
Conversions – This column displays the number of leads in the associated campaign that reached the Converted milestone

% (Conversion Rate) – The Conversion Rate is the percentage of total leads in the associated campaign (added to LeadManager within the selected date range) that reached the Conversion milestone.

 

By Groups Tab

In this example, the report filters have been set to return milestone data on leads:

  • From all campaigns
  • Assigned to the group called Team 1
  • Between the dates 6/24/2011 and 7/1/2011

The milestone data displayed in these report results pertain only to leads users in the group named Team 1 within that date range.

 

Report Results

 

Group This tab of this report displays milestone data for leads, by group. This column displays the group name

Speed to Contact Attempt – This column displays the average amount of time that it took for leads in the associated campaign to receive their first contact attempt

Speed to Contact – This column displays the average amount of time for leads in the associated campaign to be contacted for the first time

Contacts – This column displays the number of leads in the associated campaign that were reached the Contacted milestone

% (Contact Rate) –The Contact Rate is the percentage of total leads in the associated campaign (assigned to the group within the selected date range) that reached the Contacted milestone.

Qualifications – This column displays the number of leads in the associated campaign that reached the Qualified milestone

% (Qualification Rate) –The Qualification Rate is the percentage of total leads in the associated campaign (assigned to the group within the selected date range) that reached the Qualified milestone.

Conversions – This column displays the number of leads in the associated campaign that reached the Converted milestone

% (Conversion Rate) – The Conversion Rate is the percentage of total leads in the associated campaign (assigned to the group within the selected date range) that reached the Conversion milestone.


 

By Users Tab

In this example, the report filters have been set to return milestone data on leads:

  • From all campaigns
  • Assigned to the group called Team 2
  • Assigned to All Users within the Group called Team 2*
  • Assigned to the selected users between the dates 6/24/2011 and 7/1/2011

*Note how the Group filter restricts the User filter. Even though “All Users” is selected from the User filter, the report is not returning milestone data for all users. This is because “Team 2” is selected from the Group filter; so the report is showing results for “All Users” who belong to “Team 2.”

 

The milestone data displayed in these report results pertain only to leads users in the group named Team 1 within that date range.

 

Report Results


User This tab of this report displays milestone data for leads, by user. This column displays the user name

Speed to Contact Attempt – This column displays the average amount of time that it took for leads in the associated campaign to receive their first contact attempt

Speed to Contact – This column displays the average amount of time for leads in the associated campaign to be contacted for the first time

Contacts – This column displays the number of leads in the associated campaign that were reached the Contacted milestone

% (Contact Rate) –The Contact Rate is the percentage of total leads in the associated campaign (assigned to the user within the selected date range) that reached the Contacted milestone.

Qualifications – This column displays the number of leads in the associated campaign that reached the Qualified milestone

% (Qualification Rate) –The Qualification Rate is the percentage of total leads in the associated campaign (assigned to the user within the selected date range) that reached the Qualified milestone.

Conversions – This column displays the number of leads in the associated campaign that reached the Converted milestone

% (Conversion Rate) – The Conversion Rate is the percentage of total leads in the associated campaign (assigned to the user within the selected date range) that reached the Conversion milestone.


 

 

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