Leads at a Glance

The Leads at a Glance report is a table listing summary data of leads.

Leads at a Glance Data

The following data is displayed in the Leads at a Glance report:

  • Lead: The lead name

  • Customer: The customer name

  • Lead Age:

    • A check mark indicates the Lead Age is less than threshold

    • A warning indicates the Lead Age is greater than threshold

  • Time to Accept:

    • A check mark indicates the Time to Accept is less than threshold

    • A warning indicates the Time to Accept is greater than threshold

  • Prediction Score:

    • A check mark indicates the Prediction Score is greater than threshold

    • A warning indicates the Prediction Score is less than threshold

  • Activity Count:

    • A check mark indicates the Activity Count is greater than or equal to threshold

    • A warning indicates the Activity Count is less than threshold

  • Potential Revenue:

    • A check mark indicates the Potential Revenue is greater than or equal to threshold

    • A warning indicates the Potential Revenue is less than threshold

  • Conversion Time Frame: The estimated conversion time

    • A check mark indicates the Conversion Time is less than threshold

    • A warning indicates the Activity Count is grater than or equal to threshold

Leads at a Glance Links

There are no links to other reports from the Leads at a Glance report.