This is your main hub for Leads and opportunities. If you or your sales team utilizes leads or opportunities, this will be your main station to work on them.
Lead List: Here you can see a list of your leads, filtered by however you prefer. You can also create new leads here, and view the details of your leads.
Opportunities: This link takes you to your opportunities board, where you can move and create opportunities.
Shows a count of new leads for each month in a rolling 12 month period.
Y-axis (left): Lead count
X-axis (bottom): Month
Hovering over any of the data points will show you the exact count for that month. Hovering between two data points will show you the exact count for both months simultaneously.
Shows the quality of your leads and how many are turned into actual customers.
Lead Acceptance Rate:
The larger Number shows % of your leads that were accepted, hovering over number shows the count of leads.
The smaller number below shows growth (green) or decline (red) from the previous period.
Lead Close Rate:
Shows the number of accounts acquired in the 90 day period that actually received work compared to the total acquired accounts in that same period.
Note: This means the order needs to be an invoice to correctly show here, work orders and estimates won’t count, the smaller number below shows growth (green) or decline (red) from the previous period.
New Clients by Lead Source:
Shows the account lead source for newly acquired accounts.
Y-axis (left): Lead source count
X-axis (bottom): Lead source name