Note: This version of the Leads Forecasted Pipeline Value report is currently in Beta. We are actively refining the Trust Account Activity report to ensure it provides the most accurate productivity insights. You may notice frequent updates as we improve the experience.
Overview
Running a firm is all about looking ahead, and the Leads Forecasted Pipeline Value Report in 8am™ MyCase helps you do just that. It’s your window into the potential revenue sitting in your leads pipeline, giving you a real-time pulse on the future of your business.
What the Report Helps You Do
Forecast future revenue
Estimate upcoming income based on lead value and stage.
Prioritize follow-up
Identify high-value leads, leads sitting too long in a stage, and leads close to converting to improve conversion rates and speed-to-retain.
Measure intake & marketing performance
Evaluate which marketing channels bring in the best leads, and how effective the intake process is at converting leads.
How to Run the Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab in the left navigation pane.
From the Lead reports category, select Leads Forecasted Pipeline Value.
In the top-right corner, click Customize report.
You can customize your report by:
Filtering the data fields.
Adding/removing and reorganizing the columns in the report.
Sorting the rows based on data type.
Grouping by Firm User or Entry Type.
Calculating the total of each data type.
4. Once you have customized the report to fit your needs, click Run report.
Do More with Your Report
Click More to:
Print report
Export as CSV
Export as PDF
Refresh data
To learn more about Customizing Your Reports, click here.