Lead & Pipeline Analytics
Insights into lead & Pipeline performance on the Dashboard.
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Using the Sales Dashboard
Overview The Sales Dashboard displays your lead and Pipeline data in high-level, visual charts and graphs. You can use each chart/graph to uncover trends and patterns in your sa...
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Lead Performance on the Dashboard
Overview The Leads area of the Sales Dashboard gives a high-level view of lead productivity in your sales process. Follow the progress of Group and Individual leads and gain ins...
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Pipeline Performance on the Dashboard
Overview The Pipelines area of the Sales Dashboard gives you a bird's eye view of your sales process. Track sales performance for your producers and forecast the incoming revenu...