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 |