How do I Understand the Insights Business Overview?

A Comprehensive Overview of Key Metrics to Better Understand the State of Your Business.

Business Overview 

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Filter Data

  • Narrow down the data by applying specific filters to focus on a particular Sales Rep, Job Type, or Lead Source. Global filters can be utilized to apply changes across the entire page.

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    Filter by:
    • Sales Rep 
    • Job Type
    • Lead Source 

Note: Date range filter cannot be adjusted on Business Overview and will always show for the current year and respective months

Definitions

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  1. Top 5 Lead Sources this Year:  Top 5 lead sources that have yielded the most revenue for your company this year will appear here.
  2. Top 5 Sales Reps this Year:   Track peak activity and times when Lead conversion was at its best, giving you valuable data into how you manage and prioritize your lead generation. 
  3. Lead Flow: Track peak activity and times when Lead conversion was at its best, giving you valuable data into how you manage and prioritize your lead generation.  
  4. Historical Sales:  See your sales trends and be able to easily compare with your Lead Flow Report to gauge Lead success throughout the current year. 

Tip: Click bullets to drill down to the next level for a more granular view.