Leads reporting: where enquiries come from, losses included

The search panel offers Won and Lost filters, and they are the obvious thing to click. On this report they do not do what they look like they do.

Active, Inactive, Won and Lost sit in a single group in the search panel, and filters within one group are combined with or, not and. The report already arrives with Active or Inactive applied, which matches every record in the system. Clicking Won simply extends that same facet to Active or Inactive or Won — which still matches everything. The report does not change, and nothing tells you why.

Two things do work. Either remove the Active or Inactive facet first and then apply Won or Lost on its own; or leave the default facet alone and group by Won/Lost instead, which splits the same population into Won, Lost and Pending without filtering anything away. The second is usually what you want, because it keeps the denominator on screen next to the numerator.

WindoorERP can run its CRM with a single record type — an opportunity created directly — or with a separate qualification step in front of it, where an enquiry starts life as a lead and is converted into an opportunity later. That is a system-wide setting, and on most WindoorERP installations it is switched off: everything is created as an opportunity from the start.

Where the setting is off, three things on this report are simply not there, and no message says so: the Opportunities and Leads filters, the Conversion Date grouping, and the Type column in the list view. Nothing is broken — there is only one type of record to count, so there is nothing to split.

Where the setting is on, all three appear, and the report counts leads and opportunities together in one figure. Converting a lead does not create a second record — it changes the type of the one that exists — so nothing is ever double-counted. Group by Type to see how much of the intake is still sitting unqualified.