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WFM Leads Overview Dashboard

Understand what this dashboard is for, its importance, navigation, and the relevant FAQs!

DashboardInsights Team avatar
Written by DashboardInsights Team
Updated over 3 months ago

Understanding the dashboard

The Leads Overview Dashboard offers an extensive look into the summary of how client acquisitions are performing and contributing to overall business growth and sustainability. This dashboard allows quick identification of performance effectiveness for marketing campaigns and generated market demand.


Why is it important?

The Leads Overview Dashboard provides you with the following relevant information:

  • Provides clarity and transparency of individual contributions aligned with defined business objectives and targets

  • Empowers you to manage and monitor client acquisitions with essential insights

  • Helps you determine trends and patterns how potential revenue are being converted

Explore the Leads Overview Dashboard by clicking through the interactive demo below!


Interactive demo


Dashboard FAQs

  • What key information can I see in the Lead Overview Dashboard?

    • The dashboard shows Total Leads, Current Leads, Leads Won, Leads Lost, Estimated Lead Value, and Lead Conversion Rate, all with visualizations for easy analysis.

  • How do I define the date range for data in the dashboard?

    • You can define the date range by picking from available options or entering specific start and end dates. You can also adjust it directly by selecting items or points on the graph.

  • How do I view data for a specific item in the Leads Overview Dashboard?

    • Simply click on an item in the list or a point on the graph to filter and show only that data on the dashboard. This feature helps you quickly focus on the information you need.

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