Using Speed to lead, Contact attempts, and follow-up presets
Switch the Team Activity and Source Performance presets to measure speed to lead, contact attempts, unacted leads, and closed deals.
The Preset selector reshapes a report around one follow-up question — how fast you reach new leads, how many attempts it takes, or how many leads still need a first touch. It lives on Team Activity and Source Performance, where each preset swaps the whole report to a single, purpose-built metric.
Where presets live
You'll find the Preset dropdown at the top of the Filters bar, but only on two reports: Team Activity and Source Performance. Other sections of Analytics — such as Calls, Texts, and Pipeline reporting — don't use presets.
Every filter you set is synced to the page URL, so a preset view is easy to bookmark or share with your team.
Pair a preset with the User and Source filters to focus on one teammate or one lead source. On Source Performance, presets break the same metric down by where each lead came from.
What each preset measures
Pick a preset to answer a specific question:
- Summary — the default. Shows your full activity table across new leads, calls, texts, emails, notes, tasks, appointments, and website messages.
- Speed to lead — the average number of minutes from when a lead is created to the first logged outreach. Lower is better.
- Contact attempts — the average number of calls, texts, and emails it takes before a lead responds.
- Unacted leads — new leads in the date range with no logged activity after they came in. Use this to surface leads that slipped through.
- Closed deals — the count of deals marked closed for the leads in scope, attributed by team member or by source.
Speed to lead, Contact attempts, and Unacted leads count outreach logged after a lead is created — calls, texts, emails, notes, tasks, and appointments. Logging your activity in Contacts keeps these numbers accurate.
Switch a preset
Open the report
Go to Team Activity or Source Performance.
Choose a preset
In the Filters bar, open the Preset dropdown and select Summary, Speed to lead, Contact attempts, Unacted leads, or Closed deals.
Set your date range and filters
Adjust Date range (it defaults to Last 90 days) and narrow by User or Source as needed. The metric and chart refresh in place.
Read the result
The headline metric and table now reflect the preset — for example, average minutes for Speed to lead or a per-person count for Unacted leads.
A note on the Primary metric picker
On the Summary preset you'll see a Primary dropdown that lets you choose which column drives the chart — New leads, Calls, Texts, and so on. The moment you pick any other preset, that Primary picker disappears. That's expected: each non-Summary preset defines its own metric, so there's nothing left to choose. Switch back to Summary to bring the Primary picker back.
For a refresher on the surrounding controls — date ranges, the User filter, and period comparison — see Analytics.
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Last updated 2026-06-21