# Lead Owner Report
Per–lead-owner performance for leads created in the selected date range — volume, open/won/lost breakdown, conversions, conversion rate, average days to convert, and reminder activity.
Overview
Open from CRM → Reports → Lead Owner Report.
Shows one row per lead owner for leads created in the selected date range. Requires Won Status and Lost Status in CRM Settings.
Empty state: No data for the selected filters.
Rows sorted by Total descending.
Use Cases
- Sales manager review — Compare owner workload and conversion rates across the team.
- Coaching — Identify owners with high open counts or low conversion rates.
- Follow-up discipline — Review reminders completed vs overdue per owner.
Filters
| **Filter** | **Location** | **Notes** |
|------------|--------------|-----------|
| Date range | Header (date-range picker) | Filters on lead Created date. Presets: This financial Year, Last financial Year, This Year, Last year, Today, Yesterday, Last 30 Days, This Month, Last Month. Default: current month. |
| Branch | Advanced Filter | Hidden when company has a single branch. |
| Route | Advanced Filter | Autocomplete. |
| Lead source | Advanced Filter | Active sources only. |
Toolbar: Generate, Advanced Filter, clear (when filters active).
Columns
| **Column** | **Shows** |
|------------|-----------|
| Owner | Employee name; Unassigned if no owner. |
| Total | Active leads created in range. |
| Open | Total minus Won minus Lost. |
| Won | Leads in Won status. |
| Lost | Leads in Lost status. |
| Converted | Leads converted to customers. |
| Conv. % | (Converted ÷ Total) × 100; 0 if null. |
| Avg days | Average days from lead creation to customer creation; — if null. |
| Reminders done | Done reminders on active leads (not date-scoped). |
| Reminders overdue | Pending or snoozed reminders past due on active leads (not date-scoped). |
No grand total row at report level.
Actions
Generate — refresh report
Advanced Filter / clear — apply or reset filters
No export, print, or drill-down.
FAQ
Why does the report show an error about CRM settings?
Configure Won Status and Lost Status in CRM Settings first.
Does Open mean the same as Converted?
No. Open = leads not in Won or Lost status. Converted = leads that became customers regardless of current pipeline status.
Are reminder columns limited to the date range?
No. Reminders done and Reminders overdue reflect current reminder state on active leads, not the report date range.
What are Unassigned owner rows?
Leads without a Lead Owner may appear grouped separately depending on filters — assign owners for accurate workload reports.
How is Avg days calculated?
Average days from lead creation to current Won status for leads won in the period — useful for sales cycle length by owner.
Can I filter by Lead Source?
Yes. Use Advanced Filters on the report to limit owners' metrics to one lead source.
Does Open include suspended leads?
Open counts active leads not in Won or Lost status. Use the lead list Advanced Filters to review suspended records separately.
Can I drill down to individual leads from this report?
This is a summary report by owner without row drill-down. Open Leads filtered by owner for detail.