Understanding the dashboard
The Leads Activities Dashboard provides a deep dive into the status and progress of activities defined to achieve marketing strategies and client acquisitions. This dashboard offers actionable insights into optimising internal operations to meet and accomplish essential activities effectively and efficiently.
Why is it important?
The Leads Activities Dashboard provides you with the following relevant information:
Empowers you to identify individual contributions with team members that constitute the business’ condition towards defined objectives and targets
Empowers you to manage and monitor client acquisitions with essential insights
Helps you determine asset utilisation and resource management which contribute effectiveness and efficiency of client acquisitions
Explore the Leads Activities Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What data range limitations can you define in the dashboard?
You can set the time period for your data by choosing dates from a list or entering your own start and end dates. You can also adjust the range by clicking on items or points in the graph.
How do you view data for either Leads Won or Lost in the dashboard?
Use the buttons at the top right of the dashboard to easily switch between viewing Leads Won, Leads Lost, or bot
What essential information can I find in the Leads Activities Dashboard?
The dashboard shows data on Total Leads, Current Leads, and Leads Won or Lost. It also provides a summary of Total, Completed, and Not Completed Activities, helping you quickly assess how effectively your team is handling client acquisition tasks.