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ourerp.org/crm/reports CRM CRM Reports Our ERP · blueprint preview

Admin-only analytics covering follow-up activity by user and contact, and lead-to-customer conversion rates.

The Follow-ups by user widget (filterable by date range) shows, for each user, how many follow-ups fall into each status plus a total. A matching Follow-ups by contacts widget breaks the same status counts down by contact instead of by user.

The Lead to Customer Conversion table shows how many leads each user has converted into customers; clicking through opens a details view (lead-to-customer-details/{user_id}) listing the specific leads that user converted.

This screen is restricted to business admins — the controller aborts with a 403 for any non-admin user, regardless of individual CRM permissions.

Step-by-step Workflow

  1. Open ReportsNavigate to CRM Reports; only admins can access this screen.
  2. Set the date rangeUse the date range filter on Follow-ups by user to scope the reporting period.
  3. Review team activityScan the by-user and by-contact follow-up tables for status totals across the team.
  4. Check conversion performanceReview the Lead to Customer Conversion table to see how many leads each user has converted.
  5. Drill into a userOpen a user's conversion details to see exactly which leads they converted.