Dashboard Panels - Clients and Leads

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




  • 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.
  • 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.


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