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20.1. Lead Analysis

Lead analysis provides you a microscopic view of your pre-sales activities.

Lead analysis features:

  • Analyze your active lead worth (current market worth). Ensure current marketing focus by slicing 'Leads - Industry' and 'Leads - Lead Source' information.

  • Split up of your current market worth by industry and lead source.

  • Quarterly/ monthly lead conversion rate (ability to win leads).

  • Analyze quarterly/ monthly winning trends. Analyze winning trends by industry and lead source.

  • Analyze quarterly/ monthly losing trends. Analyze lead losses as a function of industry, lead source, competitor, 'competitor - reason code', 'competitor - industry'. Exhaustive lost lead analysis enables your sales force to be more agile.

  • Analyze quarterly/ monthly potential inflow.

  • Analyze dropped and postponed leads by industries and lead sources. Make up Active Lead short fall. Deduce low performing lead sources/ industries => either strengthen OR replace with newer marketing strategies.

  • Enables better budgeting decisions.

Summary

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  Potential Count
     

Active Leads *

Independent of Analysis Period

Potential of all active leads for the period.

Number of active leads for the period.

Conversion Rate [W]

[W] means Leads Won

Lead conversion rate as a function of leads won and lost.

Leads won % [Potential].

Formula: (Sum of Lead Potential Won in the Period / (Sum of Lead Potential Won in the Period + Sum of Lead Potential Lost in the Period )) * 100

Leads won % [Count].

Formula: (Sum of Lead Count Won in the Period / (Sum of Lead Count Won in the Period + Sum of Lead Count Lost in the Period )) * 100

Dropped Leads *

Independent of Analysis Period

Potential of all dropped leads for the period.

Number of dropped leads for the period.

Leads Lost

Potential of all the lost leads during the period.

Number of leads lost during the period.

Leads Won

Potential of all the leads won during the period.

Number of leads won during the period.

Postponed Leads *

Independent of Analysis Period

Potential of all the posponed leads.

Number of postponed leads.

Lead Inflow

Lead potential inflow during the period.

Number of leads booked during the period.

Table 20.1. Lead Analysis - Summary Section

Active Lead Analysis

Analyze active leads by industry and lead source. Pot% = Potential %

Leads Won

Quarterly/ Monthly: Count and potential of leads won during the period.

Leads Lost

A detailed view of lost leads during the period.

Lead Inflow

Quarterly/ Monthly: Count and potential of lead inflow during the period.