Summary
Key KPIs with deltas vs the previous period, and a 12-month history to see the underlying trend.
Leadership Space
5 tabs to steer the team, not another Excel sheet.
Summary, activity, pipeline, won/lost, monthly targets. Built to answer the questions a sales director actually asks, not to stack up generic charts.
Summary · This month
Deals won
24+18%
Revenue generated
€86,400+9%
Conversion rate
22%-3%
Activity · By call outcome
- Reached / qualified conversation312
- Callback requested198
- Voicemail156
- No answer89
Monthly targets
- Camille R.€18,400 / €20,000
- Yanis B.€14,200 / €18,000
- Sofia M.€21,000 / €18,000
Built for a call center, not for generic BI
Plenty of CRM reporting tools show generic charts, conversion rate, pipeline value, without ever going down to the level that matters for a team that calls: why this deal was lost, which rep is ahead of their monthly target, which call outcome comes up most often. Lea's leadership space starts from those questions.
The 5 tabs
Each tab answers a different question, without stepping on the others' toes.
Activity
The activity funnel broken down by call outcome (callOutcome): reached, voicemail, no answer, callback requested…
Pipeline
Consolidated view of the sales pipeline: breakdown by stage, value, velocity.
Won/Lost
Breakdown of won and lost deals, by rep and by acquisition source.
Monthly targets
Target set per rep, achieved to date, and end-of-month projection at the current pace.
Reserved for leadership, never mixed with individual views
The /reports space is visible only to Owner and Admin roles. A rep sees only their own activity in Your Day and their todos, never their colleagues' numbers. The « everyone sees only their own » rule applies everywhere else in Lea; the leadership space is the deliberate exception, reserved for whoever runs the team.
Call center-oriented reporting: Lea vs competitors
General-purpose CRMs have reporting. Few go down to the level of call outcome or monthly target per rep.
| Feature | Lea | Pipedrive | HubSpot | Zoho |
|---|---|---|---|---|
| Funnel by call outcome (callOutcome) | ✓ | ✗ | Partial | Partial |
| Monthly targets with projection | ✓ | Insights add-on | ✓ | ✓ |
| Won/Lost by rep and by source | ✓ | ✓ | ✓ | ✓ |
| 12-month history included | ✓ every plan with leadership access | Depends on plan | Depends on plan | Depends on plan |
| Strict role-based gating | ✓ Owner/Admin only | Generic permissions | Generic permissions | Generic permissions |