Dashboard Panels - Clients/Leads

This Dashboard Panel breaks down new clients and new leads for the past three months. There are no filters.

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Categories

NEW CLIENTS and NEW LEADS

These are based on the date they were created. You can click the number on the chart, and it will take you to a client/lead list of all Leads and Clients based on their creation date.
Note: SA considers new clients as Leads, since they were a lead before they became a client. If you create a new client, SA will consider it a converted Lead.

CONVERSION %

Percentage of Leads converted to Clients.

TERMINATED

This is based on the former client list. If you select the row, it displays a new list of former clients.

 

 

 

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