Company Scorecard Report

Displays how many new Leads, converted Leads, terminated Clients, Client total, and Lead total in each month. Directly created Clients are considered created and converted Leads.

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

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