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