LP CRM Usage Examples
This article provides practical examples of building reports with LP CRM data in LightLead.
Report examples
- Lead source report: group by lead_source. 2. Conversion analysis by status: group by lead_status. 3. Manager report: group by manager_name with a lead count metric.
Step-by-step example: sales funnel report
Let's create a report for analyzing the sales funnel:
Select the data source: the CRM connection
Select the entity: the main entity (deal/order/lead)
Configure grouping: choose the funnel or status field
Add metrics: COUNT, SUM
Configure filters: exclude test and deleted records
Choose a visualization: "Funnel" chart or "Bar chart"
Step-by-step example: manager report
To analyze manager performance:
Entity: the main working entity
Grouping: the assignee or manager field
Metrics: COUNT, SUM by amount, AVG by amount
Filters: period (this month), exclude cancelled
Sorting: by amount (descending)
Visualization: "Horizontal bar chart"
Step-by-step example: report with UTM tags
To analyze ad channel performance:
Entity: the main CRM entity
Grouping: utm_source
Metrics: COUNT, SUM by amount
Filters: exclude empty utm_source
Visualization: "Pie chart" or "Table"
Additional capabilities
Period comparison: compare the current month with the previous one
Filtering by custom fields: use business-specific fields
Combining data: combine CRM data with ad account data
Automatic delivery: set up regular report delivery by email