video1.0<iframe src="https://www.loom.com/embed/0537f9de007a4c7eb230f9e75efdca28" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0537f9de007a4c7eb230f9e75efdca28-858ff49dd2d24fae-full.jpg240.933333In this Loom I walk you through the Sales Pipeline Report, one of the most important tools for evaluating how leads move from capture to becoming clients. I show how to access it under Reports, Sales, then filter by date range, including year to date, month to date, week to date, yesterday, and today. I also cover lead conversion into first appointments and how many were capped, displayed as raw numbers and percentages, plus lead creation timelines and breakdowns by source and stage. I include examples like 24% of leads from YouTube and 16.9% from Google ads, and how to export the data via the 3 dot icon. No viewer action is specifically requested beyond reviewing and using the report filters and export options.