Sales Creatio, team edition
PDF
This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

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 summary information 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. 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 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 [Leads 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 sales-ready leads this month”.

Lead pipeline

A pipeline diagram 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 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

Total number of leads generated this month.

Qualified leads

The number of leads that have passed the qualification stage and are ready for handoff to sales.

Opportunities

Number of leads currently at "Awaiting handoff" and "Satisfied need" stages.

Victories

Number of leads at "Satisfied need" stage. The result of managing these leads was a successful sale.

.

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

Dashboards

Leads FAQ

Did you find this information useful?

How can we improve it?