Dashboard Panels - Clients/Leads

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.
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