Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a relationship to the date the lead was created.
For example, if we received 10 leads on 1/5/25, lets say two were junk and the remaining 8 are legitimate contacts (or MQL's) which we will convert into contacts. Of those 8, 5 may have immediate product needs for which we will create deals with various stages that we matriculate the lead through as they progress towards a sale.
I need to generate a report that shows that movement based on the generation day (see Excel Version):
1/5 1/6 1/7
Leads 10 8 10
- Junk 2 1 3
MQL's (contacts) 8 7 7
SQL's (deals) 5 5 6
- Disposition 1 2 2
- Counseling 2 1 1
- Close 1 1
- Won 1 1 1
- Lost 1 1 1
I have spent weeks trying to pipeline data from the leads, contacts and deals modules in Analytics and CRM without success and can not find a way to generate this type of report or table. ZoHo Support has been unable to assist.
Thanks for any guidance.