Dashboard Panels - Clients and Leads

This Dashboard Panel shows the number of clients and leads of all statuses. You can filter by date range.

mceclip0.png

 

Categories

NEW LEADS

Any new Lead created within the selected time frame.
Note: SA counts newly-created clients as a Lead upon creation.

CONVERTED LEADS

Lists when a lead was converted into a client.
Note: SA counts newly-created clients as a Lead upon creation.

CANCELLED CLIENTS

Clients who were cancelled during the selected time frame (Verified with Cancellation panel).

TOTAL CLIENTS

Total of active and former clients listed on the Client list.

TOTAL LEADS

The total from the “All clients & Leads” tab on the Client list.

 

Note: this panel is not to be confused with the one labelled Clients/Leads.

 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?