The reports interface allows you to view your lead management statistics. It provides you with an objective evaluation of your performance and allows you to identify strengths and weaknesses in your approach to lead management.


  • Number of leads - Shows how many leads were created within the selected date range. Spam and deleted leads are shown here so you can measure the quality of your lead sources. Only real leads are considered when calculating all other counts or percentages.

  • Attempted - Shows what number and percent of new leads you responded to. You tried calling, texting, or emailing them. You may or may not have been successful in reaching them. Does not count auto-responses sent by TurboLeads. Applies to leads that were created within the selected date range.

  • Avg time to attempt - How long it took you on average to respond to new leads. You tried calling, texting, or emailing them. You may or may not have been successful in reaching them. Does not count auto-responses sent by TurboLeads. Applies to leads that were created within the selected date range.

  • Contacted - Shows what number and percent of new leads you created 2-way communication with. You either talked to them on the phone, or they responded to one of your texts or emails. They are assumed to be qualified until you set their status otherwise. Applies to leads that were created within the selected date range.

  • Avg time to contact - How long it took you on average to create 2-way communication with new leads. You either talked to them on the phone, or they responded to one of your texts or emails. Excludes leads that were not contacted. Applies to leads that were created within the selected date range.

  • Appointment Set - Shows what number and percent of leads you set an appointment for. The appointment is where you make your presentation and ask for a signed contract. Applies to leads that were created within the selected date range.

  • Win/Loss Chart - The chart shows your conversion rate (wins), the leads still in your pipeline, and your loss rate segmented by disqualification reasons (disqualification reasons can be customized on the settings page). Applies to leads created within the selected date range. Spam and deleted leads are excluded.


The Reports interface includes filters at the top of the page that allow you to segment the report by lead source or to restrict the report to a particular date range. When date range filters are applied, the report will only include leads that were created (imported to TurboLeads) within the specified date range.


Note that deleted leads do not count toward these reports, so any testing or training leads should be deleted to ensure that the reports are not skewed by these records.