Prospect Pipeline Insights – Prospect Reports

Prospect Pipeline Insights – Prospect Reports
The Prospect Reports in Momentum AMS give you visibility into your sales pipeline by showing where potential clients are in your prospecting and quoting process. By segmenting prospects by location, status, assigned agent, and other key data points, you can monitor progress, identify bottlenecks, and focus on the most promising opportunities.

These reports are essential for tracking lead conversion performance, managing follow-up activity, and ensuring no opportunities are missed.

Accessing Prospect Reports

From the Interactive Reports menu, select the Prospects category.
Choose the report type based on your analysis needs, such as:
- Prospects by Agent – See which producers are bringing in the most leads.
- Prospects by Prospect Status – Track how prospects are progressing through your defined stages.
- Prospects by Create Date – Identify new leads over a specific timeframe.
- Prospects by Lead Source – Review the effectiveness of different marketing channels.
- Prospects by State / City / Zip Code – Analyze geographic distribution of your leads.
- Prospects by Industry (SIC Code / Type of Business) – Segment leads by business type for targeted outreach.

Filtering for Insights

Use filters to focus your pipeline review:

Date Range – See only recently added prospects or those added within a campaign window.
Agent – Compare prospect volume and quality by producer.
Prospect Status – Focus on active opportunities that require follow-up.
Lead Source – Measure the ROI of different marketing strategies.
Industry / Type of Business – Target outreach to industries where you have strong market fit.

? Example: Filter Prospects by Prospect Status to view only leads in "Proposal Sent" to prioritize closing efforts.

Sorting and Grouping

Sort by Create Date to work the newest leads first.
Group by Agent > Status to see conversion performance per producer.
Group by Lead Source > Industry to identify high-yield niches.

Exporting Results

Use Export to save filtered lists to Excel or PDF for pipeline reviews or sales meetings.
Save frequently used filter combinations as a default view for quick access.

Best Practices

Review Prospects by Agent weekly to keep producers accountable for follow-up.
Track Prospects by Lead Source monthly to refine marketing spend.
Compare Prospects by Industry with Policies by Industry to identify untapped markets.
Monitor Prospects by Status to ensure timely movement through your pipeline stages.