Leads by Location (Location Plan Only)

This report only shows if you are on a Location Plan

How to find your Location Report

Click on the Reporting icon in your left toolbar
In the dropdown list of reports you’ll see on the left, click into the Location Report to explore.

Leads by Location Report (Location Plan)

With this report you can see which locations do better than others. All locations will be listed with the number of leads received from each location.

Click on a location to show you the leads from that location.
Available filters include: User, Lead source, Channel, Box, and Label.

What are Milestones?

Milestones are a flexible way to track all the meaningful moments that happen in your pipeline, they are the key checkpoints in your sales journey that help you measure lead progression.

They’re tied to your Beami Stages, so as leads move through your pipeline, Beami automatically tracks when they pass each milestone.

Report Refresh: Your report will state when it was last refreshed at the top right next to your Export button.

For example it will say something like:
Last refreshed: 7 minutes ago

Filtering your Report

Click on “Add Filter”
Select the filter you want applied, like Sources
The Filter’s options will appear next to “Add Filter”, select the specific filter within the category you chose. You can choose as many as you want.
Click “Apply Filter” button on the right and your filter will apply to your report, when you’re done simply click on the red “Clear Filter” button that appears once you’re in a filtered view.

Filter by date

Click on “Date: Last 3 months”, the default time is Year To Date
Select the date you want applied as follows:
1. Date range:
Options include: Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Month To Date, Week To Date, Quarter To Date, Year To Date, Last Week, Last Month, Last 3 Months, Last 6 Months, and All Time
2. Starting - Choose a date
3. Ending - Choose a date
Click the “Apply” button

Export your Report

Click on the top Export button to export your Leads by Location report.
If any filters are active, your exported report will only reflect the data you’ve chosen.

In the example below, your Leads by Location report will be filtered by the filter you’ve chosen.
You can export into .csv & .xlsx formats

Head over to the Multi-Location Plan article for more info

Multi-Location Plan

Powerful plan for businesses with multiple locations, practices or venues to centrally manage all leads in one account.