Dashboards & reporting
Lead Management Dashboard for Accountants
Remindoo's Leads dashboard shows how your accounting practice is winning new clients. Track total and new leads, conversion rate and response time, see where enquiries come from and review the latest leads in your pipeline — all from the real product screenshots below.
Built for UK accountants, bookkeepers and growing accountancy practices.
Lead performance at a glance
Four headline cards show Total Leads, New Leads, Conversion Rate from leads to clients and Average Response Time to first contact. Click a card to open the leads behind the number.
Monthly lead trends and lead sources
The Leads Trend chart plots monthly leads against conversions over the last twelve months, and the Leads Sources chart shows where enquiries come from. Use them to see which months bring in new business and which channels are worth more investment.
Leads broken down by source and employee
The Leads Breakdown table summarises total, new, in progress, converted and not responding leads with their value, by lead source or by employee. Switch between the two views and export to CSV for your sales reporting.
Recent leads in your pipeline
Recent Leads lists the latest enquiries added to your pipeline with their status, contact email, source and when they were added, so nothing new slips through the cracks.
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Frequently asked questions
What does the Remindoo Leads dashboard show?
Total and new leads, conversion rate, average response time, a monthly leads versus conversions trend, lead sources, a breakdown by source or employee, and your most recent leads.
Can I see which lead sources bring in the most clients?
Yes. The Leads Sources chart and the source breakdown table show leads, conversions and values for each source.
Can I report on leads by team member?
Yes. Switch the Leads Breakdown table to the employee view to see each person's leads by status.
Can I export lead reports?
Yes. The Leads Breakdown table exports to CSV.
See your own practice workflow in Remindoo
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Continue the Leads guide
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
