Count of Leads Base on Current Lead Status

To create a saved search that counts the latest status (as per system notes date), perform the following steps:

     1. Navigate to Lists > Relationships > Leads.
     
     2. Edit a Lead record.
     
     3. Click the Status field. Note down all available Lead Statuses.
     
     For example:

• LEAD - New
• LEAD - In progress
• LEAD - Qualified

     4. Navigate to Reports > Saved Searches > All saved Searches > New.
     
     5. Select Customer.
     
     6. Provide a Search Title.
     
     7. In the Criteria tab > Standard subtab, add Stage is Lead.
     
     8. In the Results tab > Columns subtab, add the following:

Field	Summary Type	Formula	Custom Label
Sales Rep	Group
Name
Status
Formula (Numeric)	Sum	DECODE ({entitystatus}, 'LEAD-New', 1, 0)	Lead - New
Formula (Numeric)	Sum	DECODE ({entitystatus}, 'LEAD-In progress', 1, 0)	Lead - In Progress
Formula (Numeric)	Sum	DECODE ({entitystatus}, 'LEAD-Qualified', 1, 0)	Lead - Qualified

     9. Click Save & Run.