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Help · Metrics

Booked Leads

Leads that became work, and when that is recorded.

A booked lead is one whose enquiry led to work recorded in your CRM — a job, a won quote, or an invoice.

What counts as booked

Won, completed and paid all count as booked. They are stages of the same outcome, and splitting them across a dashboard produced three words for one thing.

Why a lead can be booked after the period it arrived in

Leads convert on a delay. A lead counted in March can book in April. Booked-lead counts are reported against the period the lead *started*, so a recent period's booking rate is still rising — the most recent weeks are never finished.

If this is zero with a CRM connected

Either no enquiry in the period has been linked to a CRM record yet, or the enquiries predate the CRM import. See Call-to-Booking Matching.