Lead Management

Analyses Detail Analyses Description Related Subject Areas
New Leads Shows the number of leads created in the last seven days, and provides a break down by different parameters such as creation date, origin, product, and account type. CX - Leads
Number of Leads Shows the number of leads by creation date, status, product, account, and other lead-related attributes. CX - Leads
Average Lead Age Shows the average lead age by lead status and lead creation period for the current quarter. CX - Leads
Lead Qualification Rate Shows qualified leads for the current quarter, and shows a break down of converted leads by different lead attributes such as status, lead creation date, age, and by lead qualification velocity. CX - Leads
Lead Conversion Rate Shows lead conversions for the current quarter, and shows a break down of converted leads by different lead attributes such as lead channel and sales account. CX - Leads
Won Revenue by Lead Channel Provides insight on which lead channels contribute to the highest won revenue. CX - Leads
Lead to Opportunity Velocity Shows insights on how quickly leads are converting to opportunities, and allows comparison of this metric with other velocity metrics such as lead qualification to conversion velocity. CX - Leads
Accounts - Leads Lists sales resources or credit recovers with the highest number of wins and deal sizes. CX - Leads
Lead Conversion Overview Shows the summary of lead conversion and how it trends over time. CX - Leads