01
About this report
Every active lead and prospect record, grouped by stage, customer status and lead source. Each row gives the number of records and how many were created in the last 30 days.
Filter Stage to Lead to see where new interest comes from, or sort by Created, last 30 days for recent intake. Records with no status or source show as (none).
02
Sample preview
Fictional figures in the shape you will see. Yours come from your account.
| Stage | Status | Lead source | Records | Created, last 30 days |
|---|---|---|---|---|
| Lead | Unqualified | Website | 142 | 31 |
| Lead | Qualified | Trade show | 38 | 9 |
| Prospect | In Discussion | Referral | 21 | 4 |
| Prospect | Proposal | Website | 8 | 2 |
03
The SuiteQL
This is the query each report runs. Read it, copy it, or change it after import.
SELECT c.searchstage AS stage,
NVL(BUILTIN.DF(c.entitystatus), '(none)') AS status,
NVL(BUILTIN.DF(c.leadsource), '(none)') AS lead_source,
COUNT(*) AS records,
SUM(CASE WHEN c.datecreated > TRUNC(SYSDATE) - 30 THEN 1 ELSE 0 END) AS created_30
FROM customer c
WHERE c.searchstage IN ('Lead', 'Prospect')
AND c.isinactive = 'F'
GROUP BY c.searchstage, NVL(BUILTIN.DF(c.entitystatus), '(none)'), NVL(BUILTIN.DF(c.leadsource), '(none)')
ORDER BY stage, records DESC