Project Report
The Project Report module provides a detailed analytics dashboard for a selected project, including lead statistics, source breakdown, conversion trends, site visit analytics, and top performing campaigns and users.
From Project Report, you can:
- Select a project and date range to view report data
- Monitor lead KPIs including total, pending, inpipeline, and closed leads
- Analyze leads by source, lead type, and disposition
- Review lead conversion ratio and site visit analytics
- View top performing campaigns and users
- Filter the report by date, source, and campaign
Access Project Report
Go to:
Sidebar → Advance Report → Project Report
The Project Report page opens. Breadcrumb: Dashboard → Report → Project Report.
Select Project & Date Range
At the top of the page, use the project dropdown to select a project and the date range picker to set the reporting period. Click the filter icon to open advanced filter options.
Lead KPI Cards
Summary cards at the top display key lead metrics for the selected project:
| Metric | Description |
|---|---|
| Total Leads | Total number of leads for the project |
| Pending Leads | Leads that have not been attempted yet |
| Inpipeline Leads | Leads currently active in the pipeline |
| Closed Leads | Leads that have been closed |
| Closed by — As a Lost | Leads closed as lost |
| Closed by — As a Booked | Leads closed as booked |
Lead by Source
A donut chart on the right shows the distribution of leads by source (e.g. Meta Conversion, Website, Channel Partner, Direct Calling).
Report Widgets
Below the KPI cards, several analytics widgets provide deeper insights:
| Widget | Description |
|---|---|
| Lead by Lead Type | Breakdown of leads by type (Hot, Warm, Cold, Dead) with counts and percentages |
| Lead by Dispositions | Horizontal bar chart showing lead distribution by disposition status |
| Lead Conversion Ratio | Timeline chart tracking Total Leads, Qualified Leads, and Qualified Site Visits over time |
| Site Visit Analytics | Chart showing site visit data by visit status |
Top Performing Campaign List
A table at the bottom lists the top performing campaigns for the selected project with campaign name and lead count.
Click View All to navigate to the User Report page showing all users associated with the project campaigns.
Top Performing Users
Below the campaign list, a table shows the top performing users with their lead performance metrics.
| Column | Description |
|---|---|
| User Name | Name of the user |
| Role | User role (e.g. Pre Sales, Sales Head) |
| Total Leads | Total leads handled by the user |
| Pending | Pending leads count |
| Pipeline | Leads in pipeline |
| Converted | Converted leads count |
| Lost | Lost leads count |
| Interest Rate (%) | Interest rate percentage with progress indicator |
| Action | Eye icon to view the user’s individual report |
Click the eye icon in the Action column to open the User Individual Report page for that user.
Filter Project Report
Click the filter icon at the top of the page to open the Filter Project Report drawer.
Available filter fields:
| Field | Description |
|---|---|
| From Date | Start date for the report date range |
| To Date | End date for the report date range |
| Select Source | Filter report data by lead source |
| Select Campaign | Filter report data by one or more campaigns |
Click Apply to update the report based on your filter selections.
Important Notes
- All report data is scoped to the selected project and date range.
- KPI cards, charts, and tables update when you change the project, date range, or apply filters.
- Top Performing Campaign List View All redirects to the User Report page.
- Top Performing Users eye icon redirects to the User Individual Report page for that user.
- You don’t have access to multiple features in Advance Report as they are restricted by the Superadmin. Some report sections, export options, or actions may not be visible or available depending on your role and permissions set by the Superadmin.