Powerful Sales Funnel Reporting
Gain Unparalleled Insights Into Every Stage Of Your Sales Process. From Prospecting To Conversion, Track Performance, Identify Bottlenecks And Optimize Your Strategy
Experience the power of informed decisions
You can’t measure what you can’t manage. With LeadAngel your lead funnel is tight and organized—allowing crystal-clear insight into your sales prospects. Elevate your lead management game with actionable data and turn every lead into a success story.
Clean
No more duplicate or misleading data to distort your reporting
Accurate
Understand your sales funnel with previously unattainable precision
Actionable
Confidently manage deal flow, eliminate sales bottlenecks, and reward top performers
Ready to transform the way you do business?
Unlock the power of data to make informed, strategic decisions that drive your business forward with LeadAngel’s powerful sales funnel reporting. Identify strengths, spot opportunities, and address challenges head-on.
Improve Your Reporting
Filtered, matched, and de-duped leads produce accurate metrics and generate valuable insight into new leads, salesperson performance, lead pipeline value, sales attribution, and more.
Net New Logo Report
- Track new account growth month-over-month
- Identify and route promising new account leads to most appropriate salesperson
- Measure impact of New vs Re-Engagement campaign efforts
Sales Pipeline Overview Report
- Track sales pipeline by account
- Separate greenfield leads from those that already have a CRM account
- Group leads by partners, existing customers and fresh leads
Duplicate Account Report
- Identify duplicate accounts in CRM using account name matching algorithm
- Create or modify "always match" and "never match" rules based on duplicate report
- Clean up duplicate accounts manually to improve lead routing and reduce sales conflicts
Load & performance by sales rep
- Ensure sales reps are treated fairly and given adequate number of leads
- Optimize lead response time by managing sales load
- Reward high performers with additional leads
100% Secure
LeadAngel is a cloud service that is built on a SOC-2 compliant infrastructure with 2FA authentication. Your leads are 100% secure in the LeadAngel system.
Wondering what kind of lead routing solution works for your business?
FAQ
What is the “Net new account” Report
Leads generated from all the accounts, not in your CRM are shown in the Net New Account report.
What is an account coverage report?
The spread of leads and contact against the account is the account coverage report. This report helps you procure more contacts from the accounts where you see less coverage.
What is a duplicate account report?
Depending on the matching conditions, all the accounts which can be potentially grouped and deduped are shown in the duplicate account report.
How is the On the Spot report different from the Lead Routing report?
On the Spot report is a very transactional report, showing the accept/reject action taken by sales reps. The Lead Routing report shows the lead distribution within the organization.
Can I create my custom report?
Yes, you can create custom reports for certain conditions. Please work with support to get this feature enabled.
What kind of audit log is available?
LeadAngel stores all the login/logout information along with object CRUD operations in the audit log for 30 days.
What kind of transaction log is available?
All the matching and routing transactions are available in transaction logs for 30 days.
Can LeadAngel professional services create a special report upon request?
Yes, we create custom reports on a case by case basis. Please discuss with your account executive or customer success representative.