Key point — The General Prospects Analysis Report compares your lead data across sources in a single Looker Studio dashboard. It shows which prospects we recommend, which other vendors identified, and the specific rationale for every inclusion and exclusion.
What the Report Does
- Consolidates data — all prospect information in one centralized view
- Compares sources — side-by-side view of our recommendations vs. other providers
- Explains rationale — specific reasons why prospects were recommended or excluded (data inaccuracies, low motivation scores, criteria mismatches)
How to Access
- Open the report link provided by your account representative
- Use "Make a Copy" (three-dot menu, top right) to connect your specific data sheet
- Toggle between views to see matched prospects and exclusion reasons
Key Sections
- Market Comparison: Overlap between data sources
- Recommended Prospects: High-priority leads from our proprietary filtering
- Exclusion Logic: Why specific prospects from other lists were not recommended
Data consistency note
For the most accurate report, ensure your external data files are updated regularly before analysis generation. Each report is customized to your account and verified against raw data.
