Reporting & Analytics
Custom Reports and Data Export
Reporting & Analytics
Custom Reports and Data Export
Lead Fuel CRM allows you to build custom reports tailored to your specific business needs and export data for external analysis or record-keeping.
Building Custom Reports
Step 1:Navigate to Reporting > Custom Reports.
Step 2:Click "Create Report" to start building a new custom report.
Step 3:Select the data source for your report (contacts, opportunities, appointments, campaigns, etc.).
Step 4:Choose the metrics and dimensions you want to include.
Step 5:Apply filters to narrow the data (date range, tags, sources, pipeline stages, etc.).
Step 6:Select the visualization type (table, bar chart, line chart, pie chart).
Step 7:Name your report and click "Save."
Report Data Sources
You can build reports from various data within Lead Fuel CRM:
- Contacts and Leads: Contact creation, source, tags, custom fields, and activity.
- Opportunities and Pipeline: Deal values, stage durations, win/loss rates, revenue forecasts.
- Appointments: Booking volume, completion rates, no-shows, calendar utilization.
- Campaigns: Email and SMS performance metrics.
- Calls: Call volume, duration, recordings, and outcomes.
- Payments: Revenue, invoice status, product sales.
Exporting Data
Step 1:Open any report or data view you want to export.
Step 2:Click the "Export" button.
Step 3:Choose your export format: CSV or PDF.
Step 4:Configure which columns or fields to include in the export.
Step 5:Click "Download" to save the file to your computer.
Scheduled Reports
Set up reports to be generated and emailed to you automatically:
- Choose the report to schedule.
- Set the frequency: daily, weekly, or monthly.
- Select the recipients (yourself and/or team members).
- The report is generated and delivered via email on the configured schedule.
Tip: Create a weekly performance report that includes your top five KPIs and schedule it to arrive in your inbox every Monday morning. This gives you a consistent, effortless way to stay on top of your business metrics.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group