Status Change Report

The Status Change report tracks the movement of both Leads and Opportunities from Status to Status through your sales funnel. It gives you the number of Leads in each previous status and shows where those Leads went in a given time period. With the data given, you can also calculate (outside of Close) what the conversion percentage is for each of your Statuses.

To see more detail, you can click on any number to see the related search results. You can also click the arrow under next to each status to expand the report into a graph that shows more detailed numbers on the movement of each Lead or Opportunity Status.

In the example above, we can see that 28 Leads entered into the Status of Potential this year. When the report is expanded by clicking on each number, we can see all the individual Leads that moved into the Potential Status and then moved out of the Potential Status.

Understanding the Status Change Report

Read on to get a better understanding of how we define the movement of your Leads.

• Entered - how many Leads entered the status during the selected period.
• Left - how many Leads left the status during the selected period.
• Started - how many were in that status at the beginning of the period.
• Ended - the number of Leads that were in that status at the end of the period.
• Net Change - the calculation of how many Leads were added or lost during a period.
• Gained - how many more were in the status at the end of the period (note: this can be different from Entered as one can enter the same status many times).
• Lost - how much fewer were in the status at the end of the period (note: this can be different from Left as a Lead can leave the same status multiple times).

If there are any questions about the Status Change Report, please reach out to our Support Team.