Dashboard Panels - Clients/Leads

June 03, 2021 17:38

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

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.