Desk
Reports
Lead-to-deal funnel, margin, lead sources with payback, popular models, carrier delays.
Available Route in Desk: /reports
Purpose
To see where you lose clients and money.
Planned reports
- Funnel "lead → deal" and the average time in each stage.
- Margin by deals, managers and months.
- Lead sources with payback (UTM tags from the site).
- Popular models.
- Carrier delays.
Tables in any Desk section can be exported to Excel.