Lead

Leads Report in IntoAEC – Step-by-Step Guide

The Leads Report section in the IntoAEC application provides a structured overview of all the leads generated, helping users track project details, assigned team members, and key metrics such as total leads, business potential, and average transition time. Below is a step-by-step guide on how to navigate and use this feature effectively.

Navigating to the Leads Report

• Go to the Reports section from the main menu.

• Click on Leads Report to access the lead tracking dashboard.

 Applying Filters to Search for Leads

• In the Leads Report section, locate the filter options.

• Use the following filter fields:

  • Project Name – Select the project name from the dropdown list (manual entry is not allowed).

  • Assignee – Choose the assigned person responsible for handling the lead.

  • Created Between – Select a date range to filter leads based on their creation date.

  • Project Type – Choose the category of the project (Residential, Commercial, Industrial, etc.).

• Click on the "Apply" button to display the filtered results.

• If you want to reset the filters and view all leads again, click on the "Clear" button.

Understanding the Dashboard Insights

At the top of the Leads Report, key metrics provide a summary of all leads in the system:

1. Total Leads

• Displays the total number of leads created in the system.

• This helps users track the volume of leads generated over a specific period.

2. Average Transition Time

• This represents the average time taken for all leads to move from one stage to another in the sales or project pipeline.

3. Business Potential Opportunity

• This metric calculates the total estimated budget for all projects based on the leads available.

• It provides insight into the potential revenue generated from the leads.

Viewing Lead Details in the Table

Below the dashboard, the Leads Report Table provides a detailed view of all the leads in a structured format. The table includes the following columns:

1. Project Name – Displays the name of the project associated with the lead.

2. Project Type – Shows the type of project (Residential, Commercial, etc.).

3. Project Area – Represents the size or scope of the project.

4. Project Location – Indicates where the project is situated.

5. Project Status – Displays the current status of the project (e.g., Scheduled Meeting, New, Connected, Proposal Sent).

6. Assignee – Shows the name of the person responsible for the lead.

7. Email & Phone Number – Displays the contact information associated with the lead.

8. Created Date – Shows when the lead was added to the system.

Bulk Selecting and Exporting Lead Details

• In the Leads Report Table, check the boxes next to multiple leads.

• This allows users to perform bulk actions, such as exporting data.

• Click on the Export button to download lead details.
• The data can be saved in Excel format for further analysis or record-keeping.

How to Configure Lead Report Automation in IntoAEC

Set it once and let the system handle your reporting. Follow these steps to automate Lead Reports using the Configure Report Automation icon:

Click the "Configure Report Automation" Icon
Locate and click the icon to open the Lead Report Automation popup.

Select the Recipients
Use the "Send To" dropdown to choose the users who should receive the automated lead reports.

Choose the Report Frequency
In the "Generate Report" dropdown, select how often you want reports to be sent:

• Daily (default) - The report will be generated within one hour of the selected time.
  For example, if the time is set to 6:00 PM, the report will be generated between 6:00 PM and 6:59 PM.

• Weekly - A report covering the current week will be sent at the same time and day the following week. 

• Monthly - A summary of the current month will be generated and sent on the same day and time next month.

Set the Start Date and Time
Pick the Start Date and Start Time when the automation should begin.

Note: Please make sure to select a Start Time for the reports to be generated. 

Save or Cancel

Click Save to activate your report automation settings, or click Cancel to discard changes.  The Leads Report in the IntoAEC application provides a detailed and structured approach to         managing and analyzing leads. With powerful filtering options, dashboard insights, and data exporting features, users can effectively track project leads and make informed business decisions.