All Leads Report – Zr Ware®

Report Overview 📜

This report provides a comprehensive, exportable dataset of all commercial leads generated for your organization within a specified date range. It captures leads created through both the Online Booker and the Leads Dashboard, serving as a powerful companion tool for deep-dive analysis, targeted marketing, and performance tracking.

Included Data Fields 📊

The report contains detailed information for each lead, organized into the following categories. For a precise definition of any field, please refer to the Glossary linked within the report.

Link to Glossary of Term Definitions: For detailed explanations of the terms used in this report.

Lead Identification

First Name
Last Name
Email
Phone
Job Title
Company Name
Address
Zip Code

Lead Status & History

What can we do for you? (Lead Inquiry Text)
Archived (Yes/No)
Created Date
Modified Date

Categorization & Assignment

Tags
Source
Assignees

Performance Metrics

Booked Count
Booked Revenue
Total Revenue
Completed Jobs

Client & Job Linkage

Associated Client ID
Has Jobs (Yes/No)

Ideas on How to Use This Report 💡

This export is designed to provide actionable insights into your lead generation and conversion pipeline. Here are some key ways to leverage the data:

Target Your Sales & Marketing Outreach Use the contact information (First Name, Email, Phone) to build targeted lists for marketing campaigns or direct sales follow-ups. Important: Ensure all contacts have opted into communications. Analyze the "What can we do for you?" field to understand common customer needs and tailor your messaging.
Evaluate ROI and Team Performance Pinpoint your most valuable lead generation channels by comparing the lead Source against performance metrics like Booked Revenue and Completed Jobs. You can also measure individual or team effectiveness by grouping these performance metrics by Assignees.
Segment and Prioritize Your Leads Use Tags to filter for specific lead types or marketing segments. You can also sort by Created Date to focus on the newest leads first, or filter by Archived status to identify past leads for potential re-engagement campaigns.
Conduct Deeper Analysis & Data Integration This export is perfect for offline analysis. Open it in a spreadsheet program like Excel or Google Sheets to create pivot tables, charts, and custom reports. Use the Associated Client ID to link this data with your main client database, creating a 360-degree view of a client's journey from initial lead to completed job.