Leads Year Over Year Report

The Leads Year Over Year report shows a visual of your total leads compared to previous years, helping you identify trends and compare data.

To find the Leads Year Over Year report, select Reports. Click the All Reports tab, then Statistics, and then click Leads Year Over Year.

When you open the report, it shows a line graph that breaks down your firm’s total number of Leads by month and by year for each year you have used Lead Docket.

If you do not wish to see one of the years listed on the graph, simply click the year and it will disappear from the graph. 

In this screenshot, the year 2019 was deselected and does not appear on the graph.

You can view the leads that correspond with the month by hovering over the data points associated with that month:

You can also print or download the chart by clicking the three lines in the top right corner of the report:

By clicking the Show Filters button in the top right corner of the screen, you can view more filters for this report.

This will allow you to filter this report by Lead Status, Office, Case Type, Marketing Source, Contact Source, and/or Opportunity Source.

Clicking the Run Report button will give you a new graph that represents the filtered data you selected.