How to Use the Dashboard
Row 1
- Opportunities - Number of Leads in your Pipeline
- Pipeline Value - All your leads' total worth
- Conversion Rate - Percentage of your ‘WON’ leads/accounts
Row 2
- Funnel - A visual representation of what stages your opportunities are within your Pipeline
- Stages Distribution - This is a cycle graph of your Pipeline
Row 3
- Manual Actions - An overview of manual actions
- Tasks - A list of assigned tasks for one or all users within your account.
Row 4
- Lead Source Report - Here you can see where your leads came from and what their values are.
