Company Scorecard Report

Displays the number of new Leads, converted Leads, terminated Clients, Client total, and Lead total for each month. Directly created Clients are considered created or converted Leads.


At the bottom of the report click View Yearly Totals to open the Company Scorecard by Year. 


  • Prospect - Number of Leads and Clients created.
  • Client Net Gain - Number of Converted Leads minus Terminations.
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