Overview
The Disposition Leads Report in SalesExec shows how leads are performing based on their final status or “disposition.” This report helps admins and managers review which leads closed, which were rejected, how many were contacted, and other outcome trends over time. It’s useful for performance monitoring, identifying patterns, and assessing workflow effectiveness after leads are assigned and worked.
Key Functionality
Disposition Counts — Displays the total number of leads for each disposition (status) category.
Outcome Breakdown — Separates leads by final status such as Closed, Rejected, Returned, or Not Contacted.
Date Range Filtering — Allows you to focus the report on specific time periods for year-to-date, month-to-month, or custom date analysis.
Breakdown by Source / Campaign / User — Optionally segment dispositions by marketing source, campaign, or assigned user for deeper insight.
Trend View — Shows movement in disposition totals over time to identify performance peaks or problem periods.
Comparative Metrics — Compare results between periods to spot improvements or drops in conversions or contact success.
How to Use This Feature
This report will tell you in the first day of implementation if your sales team is using the system. Each person should be accountable for a target of disposition changes. This is the report to tell you if your members are active and following up with their leads.
Formula
Records the number of updates salespeople have to made to leads regardless of the lead origination date.
You can select multiple status selections and view them graphically over the date range
Best Practices
Use consistent, business-aligned disposition naming so report results are meaningful across teams.
Run the report weekly or monthly to spot productivity and outcome trends early.
Compare disposition reports period-over-period to identify seasonality or performance decay/spikes.
Break down results by lead source or campaign to evaluate quality/performance by acquisition channel.
Review dispositions with high counts of “Rejected” or “Not Contacted” to investigate process bottlenecks or training gaps.
Troubleshooting
Disposition counts seem off or inconsistent → Confirm that statuses are being updated consistently by users/workflows; check for missing or incorrect status updates.
Filters return no data → Broaden your date range or remove restrictive filters to confirm whether data exists for the selected criteria.
Trends not showing expected movement → Verify that the comparison period is set correctly and that data is being logged as expected.
Some dispositions missing from report → Check that those statuses are still active and used in your workflow configuration; retired dispositions won’t appear.
Report takes too long to load or export → Narrow the date range or apply filters to reduce the volume of data being processed.