Applies to: RollMaster (RM) Core
Menu path: Owner Functions > Master Lead Report
If your company has subscribed to the Lead Processing module, you will then see the Master Lead Report in the Job Cost Reports Menu as well as Owner Functions. This report provides detailed lead data on Written and/or Invoiced sales converted from the Lead Processing module. When you enter this report module, the system will prompt a Master Lead Report screen as follows:
The settings in the screenshot above are the default settings for the report, however any of the fields can be accessed to customize the report.
The Lead Appt Beg & End Date (1) fields pull from the Appt. Day/Time field in the Lead Maintenance screen, whereas the Lead Beg & End Date pulls from the Date Created field. The Order Beg & End Date fields and the Invoice Beg & End Date fields allow you to alter the report by these date ranges or include all dates.
Moving to the next section (2), at the Branch field, you can use the drop-down arrow to select **All** Branches, or a different Branch. At the Sales Rep field, use the drop-down arrow to select a specific Salesperson. The Lead Source (Territory Code) field will include all sources but can be set to a specific source. The Lead Status field will allow you to print the report based on where Leads are in the conversion process, if desired. The Job Status field allows you to narrow the report by a Job Status Code.
The next three fields (3) are freehand, which means you need to type in exactly what you want to sort by. The Created By field is tied to the User ID of the person who entered the lead, not necessarily the Salesperson. The City and Zip fields will narrow the report by an actual City and/or Zip.
Moving on to the next (4) section, the Zone/Region field will allow you select a specific Zone/Region from the drop-down, provided this has been set up in the Lead Module. At the Rehash Initials field, use the drop-down arrow to select a specific person assigned to try and revive a Lead that has not been converted. The Special field will allow sorting by any customer specials that have been set up in the Lead Module. The Alert Codes field is tied to any Alert Codes added in the Lead Module. And finally, the Sort/Sub-Total By field determines how the lead data should be grouped and displayed. The default is Sales Rep, but some other choices include Branch, Lead Source/Sub-Territory, etc.
The last section at the top right includes (5) options to further customize the data on the report. The Invoiced Sales Only box, when checked, will exclude “Written” sales data. The Include Claim Sale Type, when checked, will add back in any Claims sales that were originally generated from a Lead. The Full Rep Detail box, when checked, will print one page per Salesperson and include one line of data per Lead. The Omit Cancelled Leads box will default to checked but can be unchecked to include these Leads on the report. The Sub-Total by Branch box will need to be unchecked if you don’t want to see the totals for each Branch listed on the report. The Print Totals to Excel box will need to be checked if you are exporting the report data and you wish to include totals. The Omit Job Status box can be checked to exclude a specific Job Status Code and includes a drop-down menu for ease of selection. The Sales Rep to Omit option with a drop-down menu will only allow selection of one Sales Rep. An example would be to omit a “House Account.” And finally, the Omit Unassigned Leads option will be unchecked by default. To leave Unassigned Leads off the report, you will need to check this box.
On the printed report, you will see a column for Volume, which is a sales dollar amount based on what was selected: Written/Invoice/Both; # of Leads in the date range selected; # of Sales (converted Leads) in the date range selected; the RPL (Return Per Lead), which is the volume divided by total Leads; the Closing %, which is number of Sales divided by number of Leads; the Average Sale; and the Estimated Margin, which is derived from the Lead Baseline Margin % set up in the Branch Control 2 screen.
Once all fields have been set, click the Print button to print to paper, or click the Excel icon to export the data.