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 it does
Project your potential revenue
Know how much business is in the pipeline, based on your current leads.Track progress across the intake process
See where leads stand and how they’re moving through the funnel.Monitor your conversion rates
Understand what percentage of leads are turning into paying clients.Spot high-performing channels
Find out which sources are sending the leads that actually convert.Measure marketing ROI
See which campaigns are paying off and which might need a rethink.
How to Run a Leads Forecasted Pipeline Value Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab.
Select Leads Forecasted Pipeline Value.
Add any filters you need.
Click Run Report.
What You’ll See
The top-level summary includes:
Forecasted Pipeline Value (a.k.a. potential revenue).
Overall Conversion Rate.
Total Estimated Value of Active Leads.
Important note: Conversion rates reflect the past 90 days and exclude leads without a potential value attached.
You'll also get a breakdown of each lead, including:
Lead Name.
Potential Case.
Practice Area.
Date Added.
Referral Source.
Number of Days Since Added.
Estimated Value.
Want to Share or Save It?
Click Export to download the report as a PDF or CSV.
Click the printer icon to print a hard copy
