Education Library
Reporting and Analytics
Generating reports and analyzing data trends.CRM Activity Report Analysis SOP
Objective
This SOP outlines the steps to analyze CRM activity reports effectively, focusing on the lead funnel report and its various metrics.Key Steps
1. Access the Lead Funnel Report 0:01
- Navigate to the CRM dashboard.
- Select the lead funnel report to begin your analysis.
- Check the conversion metrics over the specified date range.
- Note that the dates are anchored to the date each lead was created.
- The report defaults to the last seven days.
- Review the number of leads created and contacted in this period.
- Look at the lists showing leads that have not been contacted, scheduled, attended, or purchased.
- Be cautious about interpreting ‘not attended’ or ‘not purchased’ in the last seven days.
- If necessary, expand the date range beyond the last seven days to get a clearer picture of leads that have not attended or purchased.
- Check for any leads marked as lost (dead status).
- Review the reasons for loss provided in the report.
- Analyze the trending timeline of leads created and their current statuses.
- Review leads by category, focusing on campaigns and their current status percentages.
- Check leads by area based on the zip code entered in the patient’s home address.
- Use the map view or list view to visualize leads by area.
Cautionary Notes
- Avoid placing too much emphasis on ‘not attended’ or ‘not purchased’ metrics within a short timeframe, as leads may still be in the process of conversion.
- Ensure that the reasons for lost leads are accurately recorded to improve future strategies.
Tips for Efficiency
- Regularly schedule time to review these reports to stay updated on lead activity.
- Use filters and sorting options in the report to focus on specific metrics that are most relevant to your analysis.
