Leads Reports #

The Leads Reports section in NexaPortal provides managers or sales managers with a powerful tool for evaluating sales team performance, examining lead acquisition sources, and analyzing the customer conversion process. This module is designed to be fully visual and easy to understand, providing you with a clear overview of the path from lead acquisition to final sale at a glance.

🔸 Key Stats at the Top #

• Total Leads: Total number of registered leads

• Converted Leads: Leads that resulted in a final sale

• Deactivated Leads: Inactive or canceled leads

• Referrals: Referred leads

• Avg Time to Conversion: Average time taken to convert a lead into a customer

📈 Analytical Charts #

• Conversion Rate: Success rate of converting leads

• Lead Statuses: Overview of the current status of all leads

• Cancellation Reasons: In-depth analysis of why leads failed to convert

• Salesperson Performance: Comparison of the activity and performance of sales team members

• Language Distribution: Language breakdown of leads to determine target markets

🔻 Sales Funnel #

The funnel chart shows the path of leads from entry to final sale, broken down by language.

📊 Lead Sources #

Shows the channels through which leads entered the system, such as WhatsApp, Facebook, website, Google, etc.

📋 Leads Table #

At the bottom of the page, a complete list of leads with:

• Name, contact number, email

• Salesperson, category, status, and stage

• Language, source, campaign, creation, and update dates

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🔍 This section is designed for detailed analysis, professional reporting, and quick decision-making, ensuring your sales process is always on the optimal path.

Tasks Reports #

The Tasks Reports section in NexaPortal provides managers or sales managers with a smart and functional tool to track, manage, and monitor all tasks recorded in the system. This module helps you quickly view the status of tasks, the person responsible for each task, and the type of activity, enabling you to take quick action if necessary.

📌 Table Information #

• Task Title: Short description of the task

• Assignee: Person responsible for the task

• Status: Task status (e.g., Pending, In Progress, etc.)

• Label: The role for which the task was created

• Created at: Date and time the task was recorded

• Updated at: Time of the last update made on the task

🔍 This report allows you to categorize tasks based on filters, export data if needed, and ensure all tasks are completed.