Reports
Sales reports
Leads, conversion, the funnel, the pipeline, lost leads, response time and each salesperson's numbers — the eight Sales reports.
- 2 min read
- Checked against MoveBoard
- For owners & admins, sales
The Sales area of Reports follows leads from the first call to a booked move. How to read and filter any report is in Read a report.
| Report | What it tells you | The dates are |
|---|---|---|
| General Statistics | Overall sales activity: leads, bookings, revenue and conversion. | leads by the day they came in, bookings by the day they were booked |
| Leads by Source | Where your leads come from, with bookings, conversion and revenue by source. | leads by the day they came in |
| Sales Funnel | Leads from inquiry through quote, booking and completed move — where they drop off. | leads by the day they came in, followed to today |
| Sales by Employee | Lead volume, bookings, conversion and revenue for each salesperson. | leads by the day they came in |
| Response Time to New Leads | How quickly new leads get their first response, by salesperson. | leads by the day they came in |
| Lost Leads | Lost leads, why they were lost, and what they could have booked. | leads by the day they came in |
| Open Pipeline | Active leads, their quoted value and expected move dates. A snapshot — no comparison. | open leads by their move date |
| Average Booking Value | The average booked move, by source, salesperson, move size and service. Needs Can see Income Report. | booked moves by their move date |
Two more are on the plan and show as Coming next: Quote-to-Book Time and Follow-Up Effectiveness.
Whose numbers you see
A salesperson who sees only their own (and unassigned) orders gets figures for those orders only — the same rule as the orders list. In General Statistics, the revenue figures are your own unless you're a company admin.
Good to know
- Click a count — leads, bookings, a source, a salesperson — to see the orders behind it.
- Lead sources come from the Source on each order. To see what each source costs you, set up Lead source costs and ROI.
- Archived orders are left out. See Archived orders in reports.
Related guides
- ReportsRead a reportPick the period and what to compare with, narrow it with filters, read the figures, chart and table — and click any number to see the orders behind it.
- ReportsThe Reports hubEvery report MoveBoard has, by area — find one by typing, pin your favourites, and see what's coming next.
- ReportsMarketing reportsWebsite visitors, campaigns and sources, and what each lead and booking costs you.
- ReportsLead source costs and ROITell MoveBoard what each lead source costs you — per lead, per month, or both — so the Lead Acquisition Costs report can show cost per lead, cost per booking and ROI.
- ReportsBookings reportsWhat was booked and when, how far ahead, where, what was cancelled or postponed, what moved dates, and how full your schedule is.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.