Table of Contents
Support Guide
Guide to Shape’s Lead Funnel & Conversion Reports
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Numan Habib
Tracking your lead flow and conversion performance shouldn’t require exporting spreadsheets or juggling third-party dashboards. Shape’s new lead funnel and conversion reports give you a powerful, visual overview of your sales pipeline performance—directly within your CRM.
These built-in reports help you understand your lead volume, conversion rates, user performance, and marketing ROI across time, source, geography, and more. No manual work required.This guide explains what LoanSifter is, how it connects with Shape, and how your team can start using it to quote faster and more confidently.
What’s Included in the Reports?
With Shape’s built-in funnel and performance reporting, you can now:Unlike static rate sheets or generic pricing tools, LoanSifter pulls dynamic pricing based on real-time market conditions and borrower-specific data. It also supports overlays and filters so you only see options your borrower actually qualifies for.
- See total lead volume and how many leads reach each stage of your sales funnel
- Track conversion by source and user, with side-by-side performance metrics
- Analyze timing metrics, such as:
- Average speed to contact (from lead creation to first call/text/email)
- Average speed to dial (time to first outbound call)
- Follow three key funnel statuses (beyond “New”) of your choosing to track lead progression and drop-off
- Break down lead patterns by time of day, day of week, and location
- Review referral partner contribution and lead outcomes
- Catch duplicate records with detailed merge insights and opt-out tracking
All reports include graphical summaries at the top and full data tables below for deeper exploration.
Where to Find the Reports
To access your new funnel and conversion insights:
- 1. Click the Reports icon in your Shape top navigation bar
- 2. Use the left-hand sidebar and look under Lead Funnel & Conversion
Report Links & Descriptions
These reports give you a real-time view into how your leads are flowing through the funnel—by time, geography, user performance, and source activity.The CustomUI API integration is quick to activate and offers full access to the LoanSifter experience inside Shape.
Marketing Source Funnel
Track lead progression from creation through three custom status milestones by source
Day of Week Lead Trends
See which days of the week drive the most leads and engagement to optimize team productivity.
Time of Day Performance
Analyze lead activity by time of day to identify the most productive hours for conversions.
Leads by Zip Code
Track leads by state, county, and zip code to pinpoint high-performing areas.
Team Conversion Report
Evaluate team members' conversion rates and lead progression for actionable performance insights.
Referral Partner Performance
Identify top referral partners by lead volume and track conversions by status.
Source Performance & Compliance
Get insights on total leads by source, duplicates, contact attempts, and opt-outs.
Duplicate Merge Insights
See all merged duplicates, including merge dates and original source details for tracking.
Looking for Monthly Production Instead?
If you want to track conversions based on when a lead converted, rather than when it was created, check out these reports instead. They’re built to give you a view of actual production within a specific timeframe—regardless of lead creation date.
Lead Source Conversion Trends
Track how leads progress through key statuses based on their source to identify high-performing channels.
User Performance by Status
Monitor how assigned users move leads through statuses to measure productivity and effectiveness.
Monthly Production Overview
Analyze contact progression through key statuses month over month to track overall performance.
Why This Matters
With these new reports, you can:
- Make faster, data-informed marketing decisions
- Identify performance bottlenecks across users and campaigns
- See real ROI by channel without external tools
- Align your team around meaningful conversion milestones
- Monitor the impact of speed-to-contact on outcomes
No exporting, no custom dashboards—just built-in insights that give you the full picture.
Need Help?
If you’d like help setting up your three critical funnel statuses or want a walkthrough of the reports, reach out to your account manager or support team. We’ll help you get the most out of these tools.
Frequently asked questions
Yes! For a recurring task, we recommend using drip campaigns to create those. Simply add a step into the drip campaign for your task and continue adding them until you are satisfied with how long the tasks are created for.
Yes! For a recurring task, we recommend using drip campaigns to create those. Simply add a step into the drip campaign for your task and continue adding them until you are satisfied with how long the tasks are created for.
Yes! For a recurring task, we recommend using drip campaigns to create those. Simply add a step into the drip campaign for your task and continue adding them until you are satisfied with how long the tasks are created for.
Yes! For a recurring task, we recommend using drip campaigns to create those. Simply add a step into the drip campaign for your task and continue adding them until you are satisfied with how long the tasks are created for.
Yes! For a recurring task, we recommend using drip campaigns to create those. Simply add a step into the drip campaign for your task and continue adding them until you are satisfied with how long the tasks are created for.
Yes! For a recurring task, we recommend using drip campaigns to create those. Simply add a step into the drip campaign for your task and continue adding them until you are satisfied with how long the tasks are created for.
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