LeadsTracker

Leads

ID Name Stage Source Label Days WVL Next Appt Appt Label

Select a lead to view details

Concepts / Products

Pending Concepts 0
Client Product Company Status Created Monthly EH Income Actions

Task Management

Appointments

    WVL Follow-ups

      Pending Concepts

        No Contact

          Activity Analytics

          Calls

          to

          Appointments

          to

          Concepts

          to

          Revenue Analytics

          Revenue

          to

          KPIs

          Leads Analytics

          Lead Stages

          Conversion Rate: 0%

          Sales Funnel

          Top Clients (by EH)

            Lead Sources

            Source Leads Clients Conv % Cost Cost/Client EH EH/Client

            Monthly Revenue Comparison

            Revenue by Month

            Activity vs Revenue Trend

            Year-over-Year Analysis

            Annual Comparison