Lead Funnel and Follow-Up Reports

Use these reports to review the progress of prospective members and identify leads who may need another contact. The reports require the Leads feature and appropriate report access; plan and role restrictions may affect availability. For creating and managing individual leads, see Lead Management.

Lead Funnel

Choose a month, quarter, or year to review leads created during that period. You can optionally narrow the cohort by lead program. The funnel shows five milestones:

1. Total leads — people who were leads and whose records were created in the selected period.
2. Booked trial — leads in that cohort with at least one non-cancelled trial booking.
3. Attended trial — leads in the cohort with an attended trial booking.
4. Trial subscription — leads in the cohort with a subscription to a trial billing plan.
5. Converted — leads in the cohort with a subscription to a non-trial billing plan.

These are milestone counts, not a strict step-by-step pipeline: a person may meet more than one milestone, and the later milestones are not calculated by subtracting earlier counts. Counts follow the lead’s creation period even if the person has since become a member. Select a count card to open its related lead list where available. Period comparisons compare the selected period with the preceding period; the current period may still be in progress.

Lead Follow-Up

This report finds leads whose latest booking is old enough to need attention. Set the inactivity window from 1 to 365 days (30 days by default), then narrow the list by lead status or program if needed. The results show the lead’s last booking and provide a shortcut to contact them.

Treat the list as a prompt to review the person’s record, not as proof that they have been neglected. Check recent messages, notes, or other activity before reaching out.

Example

To review October’s trial conversion, choose that month in Lead Funnel and compare Booked trial, Attended trial, and Converted. Then open Lead Follow-Up, choose a suitable inactivity window, and review each lead’s latest booking before contacting them.