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How do I Understand the Insights Business Overview?
A Comprehensive Overview of Key Metrics to Better Understand the State of Your Business.
Business Overview
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.
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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- Top 5 Lead Sources this Year: Top 5 lead sources that have yielded the most revenue for your company this year will appear here.
- 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.
- 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.
- 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.