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.


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


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