Creating Lead Reports in NextOS Analytics

Generate Lead reports to forecast your monthly sales or visualize leads in an organized log for easy access. Lead reports can help businesses understand how to reach a higher conversion rate by foreseeing pain points in Leads by department or Users. These reports will display the total value of deals, probability by stage, agent performance, and more.  

  1. Visit nextiva.com, and click Client Login to log in to NextOS.
  2. From the NextOS Home Page, select
  3. Select Reports in the left navigation panel.

Reports Tab 

  1. In the Reports view, click the Add New Report button at the top-right corner of the page.
  2. Configure the new report with the Create New Custom Report. For detailed instructions on completing the form, see below.
  3. To view the results of the report as a one-time report, click Run; otherwise, click Save to make the report available to run regularly.

Completing the Create New Custom Report Form

 

Completing the Create New Custom Report Form to Create a Lead Report

 

  1. Enter a name for the new report; otherwise, Report Title is the default name.
  2. Select CRM from the Product drop-down list.
  3. Select Leads from the Entity drop-down list.
  4. Select the desired Format for presenting the data:
    • Aggregate: Totals, percentages, time series, and averages.
    • Compare: Groups and comparisons of metrics over various dimensions.
    • Lead Log: List of leads with dates, ID’s, and lead owners.
  5. For the Compare format, define the following parameters:
    • Dimension: A field or trait of the leads which can group data (e.g. Users).
    • Dimension Value: The dimension’s values to compare
      • All: Adds all values of the selected dimension to the report. From the Breakdown drop-down list, select the length of time for the report to compare.
      • Custom Selection: Adds specific data to the report. For example, to generate a report on specific Users, select Custom Selection for the dimension value, then select the specific User(s) from the Custom Value Selection drop-down list. From the Breakdown drop-down list, select the length of time for the report to compare.
      • Top 10: Displays the top 10 of, for example, Departments with most Leads, top 10 users associated with Leads, and so on. From the Breakdown drop-down list, select the length of time for the report to compare.
  1. At the top right corner of the preview chart, click the Calendar icon to select the time range. 
    • Click either the Relative button to specify a relative time range or the Custom button to set a more specific time range.
    • Click Update.

Relative Time Range Selector 

Custom Time Range Selector

  1. Select Count from the metrics drop-down list above the Preview Chart. After selecting Count from the metrics drop-down list, click Total Leads

NOTE: The preview chart uses mock data, and as such, the results are not indicative of the actual results after the report is run.

  1. Select the desired format to display the report by clicking the Chart Type icon at the top-right corner of the preview chart.
  2. To filter the data in the report to limit the results, click the Filter icon next to the report title above the chart.

Filter Option

 

Need additional help? Click here.

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