Leads Year Over Year Report

In the Statistics section of Reports, you can see how many Leads came into your Lead Docket under the Leads Year Over Year report.

When you open the report, you will see a Line Graph that that breaks down the total number of Leads that came into your firm 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.