Summary
Key KPIs with deltas vs the previous period, and a 12-month history to see the underlying trend.
Leadership Space
Reports to steer the team, not another Excel sheet.
Summary, activity, pipeline, won/lost, monthly targets, brought by and qualification. 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 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.
Brought by
Meetings booked, deals brought and won, per teammate. The tab appears as soon as a deal records who brought it.
Qualification
From setters to closers: what comes in, what gets worked, what reaches the closers and what gets signed.
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 |