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 

Definitions

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.