The Leads By Category report allows companies to see which categories (products, services, etc.) that leads have selected in their inquiry.


Requirements: Lead Manager subscription


Allowing your leads to contact a dealer based on products or services they carry helps them to quickly get what they need.  It is also helpful for companies to know what the leads are looking for. To enable this report, go to Settings>Setup.  Under Menu Settings, make sure Leads by Category is checked. You should see the report under Reports on the left navigation.


We display the category data in both a line chart and a table:



The report shows the number of leads per category and is conveniently labeled.  You can export to Excel, PDF, or Word by clicking on the floppy disc icon and selecting the desired format.  Change the date of the report by modifying the date range on the calendar icon on the top right.