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.

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

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