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.