Dashboards in the [Leads] section
The Dashboards view contains: diagrams, metrics, rating lists and reports.
Note
More information about working with dashboards and dashboard setup can is available in the corresponding articles.
The [Leads analytics] tab
The [Leads analytics] tab displays the analytics about leads.
Note
Filters set in the section will be applied to all dashboard tiles.
| Lead sources | Diagram displaying how leads are grouped by source. |
| New vs. bank sales-ready leads by month | Chart displaying the dynamics of adding new leads and lead handoff. Leads that were added and those that are proceeded to handoff are displayed on separate bars and are grouped by month. |
| Leads by need type | Diagram displaying how leads are grouped by the need type. Leads on the “Disqualified“ and “Not interested“ stages are not taken into account. |
| Leads by maturity | Diagram displaying how leads are grouped by need maturity. |
The [Lead pipeline] tab
The [Lead pipeline] tab shows how leads are grouped by stage.
Note
Filters set in this section will be applied to all dashboard components, except for “Number of bank sales-ready leads this month”.
| Lead pipeline | A pipeline displaying how leads are grouped by stage. Leads that have the “Disqualified“ and “Not interested“ stages are not taken into account. |
| Number of leads in pipeline | A metric displaying the number of leads that the [Lead pipeline] is based on. Leads that have the “Disqualified“ and “Not interested“ stages are not taken into account. |
| Number of bank sales-ready leads this month | Calculated indicator displaying the number of leads that have proceeded to the “Awaiting sale“ stage in the current month. It is created based on the records in the [Process log] section. |
The [Leads analytics] tab
Analytical data on the dynamics of working with a lead.
| Lead attraction dynamics | A chart that enables you to monitor the quantitative dynamics of the lead transition through the stages of lead management process: from attraction — to client's need satisfaction. |
| Leads | The total number of leads attracted per period. |
| Qualified leads | The number of leads that have passed the qualification stage and are ready for handoff to bank sales. |
| Opportunities | The number of leads that are on the “Awaiting sale” and “Satisfied” stages. |
| Victories | The number of leads transferred to the “Satisfied” stage. The result of managing these leads was a successful sale. |
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The [Lead owner efficiency this month] tab
Analytical information about the work results of the employees.
Note
Filters set in the section will be applied to all dashboard components.
| Activities related to leads | Diagram displaying activities linked to leads and grouped by owner. The diagram displays only activities that started in the current month. |
| Effective activities related to leads | Diagram displaying activities linked to leads and grouped by owner. Only completed activities that started in the current month are displayed. |
| Sales-ready leads | Diagram displaying activities linked to leads grouped by owner. The diagram displays only activities started in the current month, and activities that require an order to be created or can proceed to handoff. |
See also
