Analyzing New Leads

The report shows the categories to which opportunity cards belonged within the examined period.

Settings

  • Card created at: Those opportunity cards will be displayed that were created during the period set here.
  • Users and groups: Cards belonging to the selected user (owner) will be displayed. In the new Sales module it is also possible to filter by user groups.
  • Lead qualification (only in new Sales module): Depending on the selected option, only your VIP, Qualified or Unqualified leads will be displayed.
  • Views: You can choose from Weekly, Monthly, and Quarterly views. The diagram will be rearranged and the cards will be grouped according to the selected option.

Customer:

Opportunity card is in the Customer status group.

Opportunity:

Opportunity card is in the Sales status group

Stuck lead:

Those opportunity cards that exceeded the Sales cycle. They should have been already closed either as lost or won.

Closed Lost:

Opportunity card is in the Lost status group. Sales was unsuccessful.