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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

      The Business overview filters are designed to show data from the current calendar year only. Beginning each new year, the charts will initially display no data. Don't worry though, as new business is conducted in the new year, the charts will start populating with relevant information.

      Screenshot 2023-12-21 at 2.53.12 PM

      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.

        Screenshot 2023-12-21 at 2.54.13 PM

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

      Note: The date range filter cannot be adjusted on Business Overview and will always show for the current calendar year.

      Definitions

      Settings JobNimbus 2023-07-13 at 9.22.44 AM (1) (2)

      1. Top 5 Lead Sources this Year:  This chart shows the top five lead sources that have yielded the most revenue for your company this year.
      2. Top 5 Sales Reps this Year:  This chart shows the top five Sales Reps that have brought in the most revenue this year.
      3. Lead Flow: This chart allows you to track peak activity and times when Lead conversion was at its best, giving you insight into how to best manage and prioritize your lead generation. 
      4. Historical Sales:  On this chart, you can see your sales trends and easily compare with your Lead Flow Report to gauge Lead success throughout the current year. 

      Note: You can click the bullets (the individual data points) and bars on the graphs to drill down to the next level for a more granular view.