Read Lost and Junk percentages
Interpret the lost/junk figures as percentages of the counted filtered leads. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What you’ll accomplish
Interpret the lost/junk figures as percentages of the counted filtered leads. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Apply the report.
- Note total counted leads across the summary.
- Check Lost and Junk counts and percentages.
- Compare with the corresponding Lead Type filters.
Fields and options to review
LostCount and percentage of the summary total.
JunkCount and percentage of the summary total.
Rules the system enforces
- Percentages depend on the filtered total and may change when any criterion changes.
How to confirm it worked
- The lost/junk review completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Continue with related guidance
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