Logic NerdsLeads & Top of Funnel
Where leads come from, how fast they get worked, and which ones are going stale.
4 team reports, 2 Rep-Level Personal reports, 1 dashboard and an action guide.
Uses 1 record-triggered flow. Check your available flows before you buy.
Or get all four packs for $89. Professional Edition and up.
What it answers
- Which lead sources actually convert?
- How fast do new leads get their first touch?
- Which leads haven't been touched at all?
- Where do leads pile up by status?
Dead leads that were never closed out can skew Lead Aging. The install guide covers how to keep them out of the numbers without adding another field.
Reports included
4 team reports for managers and 2 Rep-Level Personal reports that show each team member only their own records.
| Report | What it shows | For |
|---|---|---|
| Lead Conversion by Source | Conversion rate by lead source and month created, last 365 days. | Team |
| Speed to Lead | Average hours from lead creation to first completed activity, by owner, last 90 days. | Team |
| Untouched Leads | Unconverted leads with no logged activity, by owner, oldest first. | Team |
| Lead Aging by Status | Unconverted leads by status, with average age in days. Shows where leads pile up. | Team |
| My Open Leads | Each rep's own unconverted leads by status, oldest first. | Rep-Level Personal |
| My Untouched Leads | Each rep's own leads with no logged activity, oldest first. | Rep-Level Personal |
Dashboard
Lead conversion, follow-up speed, untouched leads and lead aging.
Behind the scenes
- Records when each lead is first worked, so speed to lead is measured instead of guessed.
- Calculates lead age and conversion rate automatically.
Everything the pack adds is labeled so it can't collide with what's already in your org, and any of it can be switched off.
Requirements
- Salesforce Professional Edition or higher
- A user with permission to install packages (usually System Administrator)
- 1 record-triggered flow. Professional Edition allows 5 active flows of each type, so check how many record-triggered flows you already have active before you buy. Here's how. Need flows combined to fit your org? That's a custom project.
- About 30 minutes to install and set up
Read the install guide before you buy if you want to see exactly what's involved.
Other packs
Pipeline Health · Win/Loss & Velocity · Accounts & Activity. Or get all four for $89.
Need reporting built around your own process? Custom builds start at $499.