---
title: "Practitioner Conversion Report"
description: "This report shows conversion performance for all practitioners"
url: https://help.boxly.ai/en/articles/10182716-practitioner-conversion-report
collection: "Reporting"
updated: 2026-10-08
language: en
---

# Practitioner Conversion Report

This report shows conversion performance for all practitioners

> **Info:** [Latest Reporting Update:](https://help.boxly.ai/en/articles/10182716-practitioner-conversion-report.md#heading-6-updates-in-your-practitioner-conversion-report) **15/10/2025**

## How to find your Practitioner Conversion Report

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✅ Click on the **Reporting icon** in your left toolbar  
✅ In the dropdown list of reports you’ll see on the left, click into the Practitioner Conversion Report to explore.

![](https://staticfiles.gleap.io/ghelparticle/HgpdCCALjZ34D97AjxkzaKStEGitUsLww1MwPXPnNeNH8V0eUM0KFzG4HOPSGDUuhZhlniulXvv.png)

> **Info:** Most areas inside your reports have **Tooltips!**
>
> Just hover over the little information icon when there is one, and you’ll get a description of the tools.

## Practitioner Conversion Report

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This report shows conversion performance for all practitioners, listing them along with their assigned leads.

You can select milestones to see how practitioners' leads progress through your stages, allowing for comparison of practitioner performance across different stages.

![](https://staticfiles.gleap.io/ghelparticle/kUtHWCq4iy04gb5dt6zfktC8UIpJBaoFrPZBapLcei8DGWfgpnvgh5IocSIqNuETT14ox3uih96.gif)

✨ You can click further into your report by clicking on the Practitioner’s name.

![](https://staticfiles.gleap.io/ghelparticle/78u0mSZ6WyVTHrSTsUQ0ET1Wl26iDecMMsQVGRuxdjkdM5SqUynyQ5j3fY1eH3HHEehcP6Sy9gl.png)

### What are Milestones?

Milestones are a flexible way to track all the meaningful moments that happen in your pipeline, they are the key checkpoints in your sales journey that help you measure lead progression.

They’re tied to your Boxly Stages, so as leads move through your pipeline, Boxly automatically tracks when they pass each milestone.

![](https://staticfiles.gleap.io/ghelparticle/q7iVXRxp7DWH1RtV0N4OHsyhp97wueTAqUYlM4nrYumBRykwJn2EVJzNmUf0ToFHJeu214CJPQD.png)

> If you want to add the values of the milestones as columns to your view, simply click on the top “**Milestones**” button and select the milestone you want to display.

> **Info:** **Report Refresh:** Your report will state when it was last refreshed at the top right next to your Export button.
>
> For example, it will say something like:
> **Last refreshed: 7 minutes ago**

✅ **Available filters include:** Lead source, Box, Channel, and Label.

### Filtering your Practitioner Conversion Report

✅ Click on **“Add Filter”**  
✅ Select the filter you want applied, like Sources

![](https://staticfiles.gleap.io/ghelparticle/J0LOfirJevApssBfiTSeX1tAoK7GyLjVL6lr7C3SgPEOf1jQatCbMF3TfBjVd265rjtsHct09QO.png)

✅ The Filter’s options will appear next to **“Add Filter”,** select the specific filter within the category you chose. You can choose as many as you want.

![](https://staticfiles.gleap.io/ghelparticle/PZBAc7KJ2lzx5a4b4A1juLCFDp82cqP2lLm39Tb9Di6N7RaS7RgzlEn5ci8MgtIC9smZMj9UG2V.png)

✅ Click **“Apply Filter”** button on the right and your filter will apply to your report, when you’re done simply click on the red **“Clear Filter”** button that appears once you’re in a filtered view.

![](https://staticfiles.gleap.io/ghelparticle/Oa46j4Y7PEda1UZeqR9DQ0rs9IRuGdkDzDp1wIaczGevtav3w5Pne0fuuJb2nLgtkYN4hITPQRy.png)

### Filter by date

✅ Click on **“Date: Last 3 months”,** the default time is **Year to Date**  
✅ Select the date you want applied as follows:

![](https://staticfiles.gleap.io/ghelparticle/oRIYV5CiF1ky2wi0pm1eQ0RwjiDD5rgS1UzM2rGXH5tnyEPsHw4zgbgZWc2wd7y902VFiSAJ1uJ.png)

**1\. Date range -**  
**Options include:** Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Month To Date, Week To Date, Quarter To Date, Year To Date, Last Week, Last Month, Last 3 Months, Last 6 Months, and All Time

**2\. Starting - Choose a date  
3\. Ending - Choose a date**

✅ Click the **“Apply”** button

### Export your Practitioner Conversion Report

✅ Click on the top **Export** button to export your Practitioner Conversion Report.  
If any filters are active, your exported report will only reflect the data you’ve chosen.  
  
Your Practitioner Conversion Report will be filtered by the filters you’ve chosen.  
You can export into .csv & .xlsx formats

![](https://staticfiles.gleap.io/ghelparticle/zNtG7mSSBwzJM2sQvlO8jFTbHDIRRuotjrcKumgS3xsb0mrieHptiuYuJ4ztWEDVebZ8OThdH8Q.png)

## **Updates in your Practitioner Conversion Report**

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> **Success:** We’ve updated how often reports refresh so data stays up-to-date and the system runs faster.
>
> Your data will now **Refresh every 10 minutes!**

### 🔍 New Activity View (Alongside Cohort View)

Previously, reports only had Cohort View, which showed data for leads created within the selected time period.

> **Success:** Now we have added **Activity View**, which shows all actions that happened during that time, no matter when the lead was created.

**🧠 Example:**

If a lead came in last month but booked a consultation this week, Activity View will now include it.

You can click the numbers such as “8 consultations booked” to see who those leads are, their current box, and stage.

![](https://staticfiles.gleap.io/ghelparticle/S7OrwVLB5Cqa6DrFBn7FK7ghAX0SQGUstHYErL0gBTYXQY3F0M4TV6KgzmB2igKu7QMjRo93aGD.png)

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**Boxly is here to help you work smarter,** not harder, let’s keep streamlining your lead management together! 

> Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!