The new Comparison Report is a powerful and advanced analytical tool designed to help sales managers and business leaders gain deeper visibility into lead performance across Corefactors CRM.

Instead of relying on manual spreadsheets or fragmented reports, users can now analyze lead behavior, agent performance, and source effectiveness within a single interactive dashboard — with minimal effort and maximum clarity.

This report enables structured comparisons across multiple dimensions such as Lead Owners, Lead Stages, Lead Types, and Lead Sources, allowing teams to identify patterns, bottlenecks, and opportunities in their sales pipeline.

Key Capabilities

1. Multi-Dimensional Lead Comparison

Users can compare data across multiple combinations, including:

Lead Owner vs Lead Stages

• Understand how many leads exist in each stage per agent
• View total leads vs converted leads for each owner
• Assess agent performance in terms of conversions vs lost leads

Lead Owner vs Lead Type

• See what type of leads (Hot, Warm, Cold) each agent is handling
• Plan next steps based on lead temperature
• Click on any number to drill down into detailed lead-level information

Lead Type vs Lead Source

• Identify which lead sources generate the highest quality leads
• Make informed budget allocation decisions for marketing spend
• Optimize resource distribution across platforms based on performance

2. Time-Based Comparison

Users can:

• Compare performance across different time periods
• Analyze trends in lead movement and agent productivity
• Track improvements or declines over time

3. Flexible and Actionable Analysis:

• Choose specific agents for selective performance comparison
• Click on numbers in the report to view underlying lead details
• Compare up to 12 different analytical combinations
• Gain holistic visibility into both business and agent-level performance

Why It Matters:

• Eliminates dependency on manual Excel reports
• Enables faster and smarter decision making
• Improves visibility into sales effectiveness
• Helps optimize lead distribution and conversion strategies
• Brings businesses closer to truly data-driven decision making

‍