Evaluation & Report

"Completed" lists all won, lost, and cancelled leads. By using filters and exports, you can track totals by period, company, or responsible party and conduct further analyses through exports.

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Use the filter options to sort completed leads by various criteria. By default, MOCO filters for won leads (1). You can also sort the columns in ascending or descending order (2). Export filtered leads from the top right using the appropriate action (3). 

Completion Date
The completed leads are listed by default according to the completion date. The completion date is set when the lead is closed – it can be adjusted later via "Edit" in the form if necessary.

The "Activity" overview lists comments, changes, and status updates of all leads, offering targeted filtering options, such as by keyword or responsible person.

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• You can find the report in the side navigation under "Activity" (1).
• Use the filter (2) to quickly check specific activities.
• Comments are distinct from other logged changes as seen under "Comments" (3).

Keep an eye on the volume of ongoing and completed leads.

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Weighted leads total and monthly
Leads by stage shown as a sales funnel
Leads won won vs lost or declined
Leads completed shows the monthly breakdown of won, lost, and declined

You can also display how the weighted lead volume of active leads is spread over the next 18 months directly under "Leads".

Leads in the Financial Forecast