Ready Report | Leads Management
Leads Management Dashboard in Power BI
Know how many leads are in your funnel, where they come from, and why some are being disqualified. See which leads are already MQL or SQL, what activity managers have on each — and where the processing needs attention.
Capabilities
What the Leads Management Dashboard Shows
The commercial director shouldn't have to call managers to find out what's happening with leads. The Leads Management Dashboard shows the full picture: how many leads are in the system, at what stage, what the managers' activity is, and why leads are being disqualified.
01
Overall Lead Funnel View
Summary metrics: Created Leads, Open Leads, Qualified Leads MQL, SQL, Opportunities, and Disqualified — for the selected period. Plus a stage funnel (Registration → Qualification → Qualified Lead) with counts at each level.
02
Leads by Source and Interaction Type
Distribution of leads by source (Digital, Partners, Competitors, and others) and by first interaction type (Marketing, Saller, etc.). Dynamics of lead flow by creation date. You see where the flow comes from and how it changes over time.
03
MQL and SQL Leads with Time in Stage
Separate tables for MQL (Marketing Qualified Leads) and SQL (Sales Qualified Leads) with fields: Subject, Name, Account, Owner, Expected Revenue, number of days in the current stage, and a direct link to the CRM record.
04
Completed Activities by Manager
Dynamics of completed activities by date, distribution by owner and type (Task, Meeting, Call). Detailed list with subject, account, status, and completion dates. See who is actually doing what with leads.
05
Scheduled Activities
Equivalent breakdown for scheduled activities: dynamics by date, distribution by owner, detailed list. Filter by week, month, quarter, or year. Monitor team workload and contact plan execution.
06
Lead Disqualification Analysis
Number of disqualified leads by funnel stage and reason for rejection: Duplicate, Cannot Contact, Not Interested, Not a Fit, etc. Detailed list with owner and CRM link — for analyzing flow quality and manager performance.
For Whom
Who Gets the Most Value from Leads Management
The report is for teams where visibility into the lead funnel, manager activity control, and understanding why part of the flow is disqualified are important.
Commercial Director
You see the full funnel picture: how many leads are in the system, at what stages, and who among the managers is actively working with them. Open the report each morning — and in 2 minutes understand the state of the flow without manual reports from the team.
Marketing Director
You see which sources leads come from and the flow dynamics by date. Digital, Partners, Competitors — each channel with volume and share of flow. The foundation for decisions on how to allocate acquisition efforts.
Sales Managers
Your working tool: list of MQL and SQL leads with time in stage, scheduled and completed activities for your portfolio. A direct link to each CRM record — for quick navigation without searching.
Integrations
What the Leads Management Dashboard Integrates With
The dashboard connects to your CRM and marketing platforms without replacing existing systems.
Microsoft Dynamics 365 Sales
Leads, funnel stages, responsible managers, and activities (Task, Meeting, Call). The primary source for all report pages.
Marketing Platforms
Google Analytics, Meta Ads, LinkedIn Ads — for lead source attribution. We connect via API or ready-made Power BI connectors to display the channel alongside conversion data.
Excel and SharePoint
If some leads or plans are tracked in Excel — we connect directly via Power Query. Merged with CRM data in a unified analytical model.
Telephony and Call Tracking
Binotel, Ringostat, and other call-tracking systems for analyzing leads through the phone channel. Call volume, duration, conversion to deal — in one model with the CRM.
All connections are configured in accordance with information security requirements. Data stays within your infrastructure, access is controlled at the role level.
Implementation Four Steps to a Working Dashboard — in 3–5 Days Your involvement is limited to two short meetings with our analyst. We handle the rest.
Day 1 CRM Connection We gain access to the CRM, verify the funnel stage structure, lead field completeness, and activity types. One meeting with the commercial director — 60 minutes.
Days 2–3 Funnel, Sources, and Qualification We configure the funnel stages (MQL/SQL/Opportunities), lead source mapping, and disqualification reasons to match your sales process.
Day 4 Launch in Power BI Service We deploy the report in the cloud, configure role-based access and the data refresh schedule.
Day 5 Team Training We run a 60-minute workshop for the commercial director and managers. We explain the metrics, filters, and alerts. 30 days of support — included.
FAQ
Answers to Common Questions
Do I need a CRM to get started?
How are MQL and SQL criteria defined?
Are lead disqualification reasons displayed?
Can multiple CRMs or systems be connected?
What Power BI license is required?
Ready to Launch Leads Management Dashboard?
Full Lead Visibility — from Arrival to Qualification
As soon as next week, your commercial director sees the state of the entire funnel: how many leads are in the system, at what stages, what manager activity looks like, and why part of the flow is being disqualified. Without manual reports or late-running meetings.