Reporting
Why a lead count is not a result, and what a signed, pending and lost report shows instead.
You can see how many inquiries came in. You cannot see how many of them signed, how many are still open, and how many closed without a retainer.
A busy pipeline is a healthy one.
Captured gets counted as worked. This month's signatures get mixed with older inquiries. Unsuitable matters sit in the same conversion rate as good ones.
The month looks busy, and nobody can say what it produced.
We report signed, pending and lost for the same group of inquiries every month, with suitable, unsuitable and under-review inquiries separated before anything is counted. Because Intakes.io connects natively to your Facebook, Instagram and TikTok campaigns, the same report shows which campaign each signed client came from.
Every rate comes with its denominator. Pending is never counted as lost or as revenue.
Bring a recent month of inquiries. We show you where this step breaks for you today.
Not ready for a call? Take the 5-minute scorecard →The list is yours to keep, even if we never work together.