Prospects Engaged But Not Converted
Overview
Below is a clear, business‑focused explanation of the “Prospects Engaged But Not Converted” report in Dafater.
Prospects Engaged But Not Converted
Module: CRM
Report Type: Script Report
Primary Business Record: Prospect (Lead)
1. What Business Information This Report Provides
This report highlights prospects who have shown engagement but have not yet been converted into customers, opportunities, or deals.
It answers key business questions such as: - Which prospects are interacting with our team but not progressing in the sales funnel? - Where are potential deals getting delayed or stalled? - Which engaged prospects may need follow‑up, nurturing, or management attention?
The report focuses on missed or delayed conversion opportunities, helping the business identify revenue that is at risk or untapped.
2. When and Why to Use This Report
When to Use
- During weekly or monthly sales reviews
- Before pipeline meetings
- While planning follow‑up campaigns
- When conversion rates are lower than expected
- To review sales team performance and responsiveness
Why to Use
- To ensure no engaged prospect is forgotten
- To improve lead-to-customer conversion rates
- To identify prospects that may need:
- Stronger follow‑ups
- Better proposals
- Pricing discussions
- Decision-maker engagement
3. Key Columns and What They Mean for Business
While exact column names may vary, the report typically includes:
Prospect Name
Identifies the potential customer who has engaged with the business.
Business Insight:
Helps sales teams know exactly who requires attention.
Contact Details (Phone / Email)
Shows how the prospect can be reached.
Business Insight:
Enables immediate follow‑up without searching through records.
Lead Source
Indicates where the prospect came from (e.g., website, referral, campaign).
Business Insight:
Helps assess which channels bring engaged but slow‑moving prospects.
Engagement Activity / Last Interaction Date
Shows recent interactions such as calls, meetings, emails, or demos.
Business Insight:
Highlights how active the relationship is and whether follow‑up is overdue.
Lead Status
Current stage of the prospect (e.g., Contacted, Interested, Follow‑up Required).
Business Insight:
Shows where prospects are stuck in the sales process.
Assigned Salesperson
The team member responsible for the prospect.
Business Insight:
Supports accountability and workload balancing.
Age of Lead / Days Since Last Contact
Indicates how long the prospect has remained unconverted.
Business Insight:
Older leads may indicate lost momentum or need escalation.
4. Available Filters and Their Business Purpose
Date Range
Filters prospects engaged within a specific period.
Business Purpose:
Focuses analysis on recent sales efforts or specific campaigns.
Salesperson
Filters by assigned sales representative.
Business Purpose:
Used for performance reviews, coaching, or workload assessment.
Lead Source
Filters prospects by origin.
Business Purpose:
Identifies which channels need better nurturing or qualification.
Lead Status
Filters prospects by their current stage.
Business Purpose:
Helps focus on prospects closest to conversion or those stuck too long.
Engagement Activity Type (if available)
Filters by calls, meetings, emails, etc.
Business Purpose:
Shows which engagement methods are most effective at moving prospects forward.
5. How to Interpret the Results for Business Decisions
- High number of engaged but unconverted prospects
- Indicates follow‑up gaps or weak closing strategies
- Same prospects appearing repeatedly
- May require management review or reassignment
- Long time since last interaction
- Signals a risk of losing the prospect
- Certain lead sources underperforming
- Suggests improving qualification or messaging for those channels
- Uneven distribution across salespeople
- May highlight training or workload issues
This report helps turn engagement into action.
6. Common Use Cases and Scenarios
Sales Follow‑Up Planning
Sales teams use the report daily or weekly to decide who to contact next.
Sales Manager Reviews
Managers review unconverted engaged prospects to: - Identify stalled deals - Coach sales representatives - Prioritize high‑value prospects
Campaign Effectiveness Analysis
Marketing teams analyze whether campaign‑generated prospects are engaging but failing to convert.
Revenue Forecast Improvement
By identifying warm prospects that are not yet converted, businesses can: - Improve short‑term revenue potential - Focus efforts on near‑closing opportunities
Customer Experience Improvement
Repeated engagement without conversion may indicate:
- Pricing concerns
- Product fit issues
- Approval delays
This insight helps refine offerings and communication.
Summary
The “Prospects Engaged But Not Converted” report in Dafater is a powerful sales and management tool that ensures engaged prospects do not fall through the cracks. It supports better follow‑ups, stronger conversions, and smarter sales decisions by clearly showing where engagement exists—but results have not yet been achieved.
Report Information
- Module: CRM
- Related DocType: Lead
- Report Type: Script Report
- Standard: Yes