Reports

How to View and Understand the Lead Status Report ?

The Lead Status Report in Salesgem helps you track the current stage of all leads, making it easier to manage conversions and follow-ups effectively Steps...

How to View and Understand the Lead Source Report ?

The Lead Source Report shows where your leads are coming from, helping you evaluate the performance of each marketing channel Steps to View Lead Source...

How to View and Understand the Sales Funnel Report ?

The Sales Funnel Report visualizes your sales process from lead generation to conversion, showing drop-off rates at each stage. Steps to View Sales Funnel Report:...

How to View and Understand the Status Change Reasons Report?

This report tracks why a lead’s status was changed, helping sales teams analyze deal progress and identify problem areas.Steps to View Status Change Reasons Report:...

How to View and Understand the Sales Activity Report ?

Open Reports > Sales Activity to view a detailed log of all calls, emails, meetings, and tasks completed by the sales team. Steps to View...

How to View and Understand the Lead Count Report?

The Lead Count Report displays the total number of leads generated within a specific period, segmented by source or owner Steps to View Lead Count...