Understanding the dashboard
The Leads KPI Dashboard offers a comprehensive view into the attainment of pursued business clients and transaction targets defined according to business objectives and goals. This dashboard allows you to quickly gain insight into the effectiveness of marketing strategies and condition of market demand.
Why is it important?
The Leads KPI Dashboard provides you with the following relevant information:
Provides actionable insights on how marketing strategies are performing in relation with market demand and defined key performance metrics
Empowers you to manage and monitor client acquisitions with essential insights
Empowers you to identify individual contributions with team members that constitute the business’ condition towards defined objectives and targets
Explore the Leads KPI Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What are the options for defining the date range in the dashboard?
You can define the date range by selecting options from a list or by entering your own start and end dates. You can also adjust it by clicking on items or points in the graph.
How do I filter the dashboard to see only Leads Won or Lost?
Use the buttons in the upper right corner of the screen to choose between Leads Won, Leads Lost, or both.
Can I filter the Leads Details Dashboard by specific team members?
Yes, you can filter data for specific team members by selecting their names from the list. You can choose several members to assess their performance.