> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.
# Quality leads report
A quality lead represents a high potential sales opportunity. This report helps teams evaluate lead quality distribution and improve assignment strategies.
A *quality lead* is a prospect with a strong likelihood of converting into a customer. Typically, these leads meet a combination of general sales success indicators along with criteria that are unique to your business.
**Note**
The definition of a *quality lead* varies by organization. Each company should define its own criteria based on industry, sales process, and target audience.
A *quality leads report* measures how many high-value leads each salesperson has received over a selected period (for example, the last 30 days). This helps sales managers ensure fair distribution and evaluate lead allocation strategies.
**Example**
> A sales manager generates a quality leads report using internal criteria such as:
>
> - Leads must include both a phone number and email address
>
> - Email must belong to a professional domain
>
> - Lead source must be from live chat or booked meetings
After reviewing the report, the manager notices that some salespeople have received significantly more high-quality leads than others.
>
Based on these insights, the manager may adjust lead assignments to create a more balanced distribution.
## **Create a quality leads report**
Navigate to:
**CRM app ‣ Reporting ‣ Pipeline**
This opens the **Pipeline Analysis** dashboard.
Click the **Search…** bar and remove any existing filters to start fresh.
Next, click the dropdown icon next to the search bar and select **Add Custom Filter**.
## **Add custom filters**
To generate a meaningful quality leads report, apply filters based on:
- Time period (when leads were created)
- Assigned salesperson
- Sales team (optional)
- Inclusion of archived leads (optional)
- Custom quality criteria
### **Set a date range**
Start by defining the reporting period:
1. Select **Created On**
2. Choose one of the following operators:
- **>=** to include records from a specific start date
- **is between** to define both start and end dates
Use the date picker to select the desired range.
### **Filter by sales team (optional)**
**Note**
Skip this filter if you want results for the entire organization.
To limit results to specific teams:
1. Add a new rule
2. Select **Sales Team**
3. Set operator to **is in**
4. Choose one or more teams
### **Exclude unassigned leads**
Add another rule:
1. Select **Salesperson**
2. Set operator to **is set**
This ensures only leads assigned to a team member are included.
### **Include archived leads (optional)**
**Tip**
Including archived leads provides a more complete dataset, as it captures both active and inactive records.
To enable this:
- Turn on the **Include archived** toggle in the filter window
### **Define quality lead criteria**
The most important step is defining what qualifies as a high-quality lead for your business.
Common filtering options include:
- **Email / Phone**: ensures valid contact details are present
- **Source**: identifies leads from high-performing channels
- **Stage**: focuses on leads at meaningful pipeline stages
- **Medium**: evaluates the effectiveness of marketing channels
- **Campaign**: tracks performance of marketing campaigns
- **Tags**: filters based on custom labels
- **Lost Reason**: excludes leads that were disqualified
**Tip**
Pay attention to the condition at the top of the filter window:
- **Match all rules** → stricter filtering (recommended)
- **Match any rules** → broader results
## **View the report**
**Important**
Make sure the filter condition is set to **match all rules** to ensure accurate results.
Click **Add** to apply the filters.
The report will appear as a bar chart, typically grouped by *stage*.
### **Adjust grouping**
To analyze results by salesperson:
1. Open the dropdown menu next to the search bar
2. Under **Group By**, select **Salesperson**
For deeper insights:
- Add a secondary grouping such as **Active** status
- This separates active and lost leads visually
### **Understand the results**
The report now shows how many qualities leads each salesperson has received within the selected timeframe.
With grouping applied:
- Results are segmented by salesperson
- Additional color indicators highlight lead status (active vs lost)
### **Save the report**
To reuse this report:
1. Open the dropdown menu
2. Under **Favorites**, click **Save current search**
3. Rename it (e.g., `Quality Leads Report`)
4. Click **Save**
This allows quick access in the future without rebuilding filters.