Lead distribution report

A lead distribution report helps determine whether leads are being assigned fairly across sales team members. It also provides insight into lead quality, distribution frequency, and how effectively each salesperson is managing their assigned leads.

Running this report regularly helps:

• Ensure fair workload distribution

• Identify high-performing salespeople

• Detect lost or mishandled quality leads

• Improve overall sales efficiency

Create lead distribution reports

Navigate to:

CRM → Reporting → Pipeline

This opens the Pipeline Analysis dashboard.

Step 1: Clear filters

Remove all default filters to view all leads.

Step 2: Add custom filters

Click the filter dropdown next to the search bar and select:

Add Custom Filter

Essential filters

To build a meaningful lead distribution report, apply the following filters:

1. Lead creation date

Set:

• Field: Created on

• Condition: >=

• Value: Start date (e.g. 01/01/2024)

This ensures only recent leads are included.

2. Sales team

Add a new rule:

• Field: Sales Team

• Condition: is in

• Value: Select desired team(s)

This filters leads assigned to specific teams.

Important setting

When multiple filters are added:

• Set condition to: ALL

• This ensures records must match all filters

3. Contact method (recommended)

To filter out low-quality leads:

Option 1:

• Field: Phone

• Condition: is set

Option 2:

• Field: Email

• Condition: is set

You can use both for better accuracy.

4. Active status

Add a branching condition:

• Active is set
  OR

• Active is not set

This ensures all leads are included, regardless of status.

Apply filters

Click Add to apply filters.

Group results

To analyze distribution:

1. Open filter dropdown

2. Go to Group By

3. Select Salesperson

Now all leads are grouped by assigned salesperson.

View report

You can switch between:

• Graph view → for visual insights

• List view → for detailed records

Save report

To reuse the report:

1. Open filter dropdown

2. Go to Favorites

3. Click Save current search

4. Enter a name

5. (Optional) Enable Shared

6. Click Save

Filter for quality leads (advanced)

To further refine the report, add these optional filters:

• Source → e.g. Facebook, LinkedIn

• Campaign → specific marketing campaigns

• Tags → categorize leads

• Email domain → e.g. company emails vs free emails

• Salesperson → analyze individual performance

• Notes → filter based on internal comments

These filters help identify high-quality leads and improve targeting.

Best practices

• Run this report weekly

• Combine with performance reports

• Use consistent lead tagging

• Monitor lead conversion rates per salesperson

Summary

A lead distribution report helps you:

• Balance lead allocation

• Improve sales accountability

• Track lead quality

• Optimize team performance