Lead Distribution Summary

Overview

What it delivers: A summary of all leads distributed, with listings of Distribution Date, Acceptance Date, Average Decision Time, Acceptance or Rejection, if Pending, Marketing Touches, Passed to CRM, Sales Touches, and Sales Opportunities.

Why you care: The purpose of this report is to provide you with a list of specific distributed leads, their status, marketing activity related to each lead, and the opportunity value of the lead within the selected date range. Use this report grouped by partner and sales status to find out how many partners are following up on their leads. You can review the data at any time, depending on your preferences and average selling cycle. The recommended timeframe for review and trending is bi-weekly to monthly to ensure leads do not get cold as a result of partner inactivity.

The data is gathered from all of the leads you have distributed to your partners. The report shows the email address of the lead sent to a partner, when it was sent, if a partner has accepted or rejected the lead or not, the sales stage set by the partner/partner sales representative working the lead, if there are any events or opportunities associated with the lead, and your originating source campaign of the lead.

How to Access the Report: Analytics & Reports > Browse Reports > Lead Distribution Summary

To filter, schedule, send, download, or access additional data for a report, see Exploring, Personalizing, and Distributing Reports and Dashboards.

Intended Audience

Channel Marketing Leader, Partner Marketing Director, and Partner Channel Sales Director.

Report Descriptions

This table defines each column of the report.

Lead Stats Email

The email addresses of the leads that have been distributed to a partner.

Lead Stats Create Date

The date on which the lead was distributed. By default, this column orders the dataset. You can re-order the report by clicking the column by which you wish to re-order the dataset.

Lead Stats Accepted (Yes/No)

Records whether or not the lead has been accepted within the defined date range.

Lead Stats Rejected (Yes/No)

Records whether or not the lead has been rejected within the date range.

Lead Stats Pending (Yes/No)

Records whether or not the distributed lead is still pending, meaning the partner has taken no action on the lead (if the lead is pending, the Accepted and Rejected columns will always read No).

Lead Stats Syndicated Status

Lists the status of the lead as accepted, rejected, pending, or rerouted.

Lead Stats Sales Stage

The status of the lead, based on updates from the partner/partner sales representative updating lead status directly in the contact record of Unifyr One via the email notification or via an integration CRM platform.

Lead Stats Sum Zift Events

The number of automated marketing activities that have been sent to or directed at the distributed lead and recorded statistics. These can include campaign or partner-created emails; tracked web plugin visits; social clicks, social follows, and forwards; or any other of the automated marketing activities provided by Unifyr One.

External IDs Count in CRM

Total number of unique CRM objects.

Opportunity Total Value

The potential dollar value of a distributed lead according to a partner's assessment of the lead's need for products or services and calculated according pipeline stage.

Lead Stats CRM Events

Total number of CRM events for this lead.