Resource Center - Analytics - Leads

Lead Analytics provides an executive overview on win/loss awards for job opportunities. Results are based on Lead Stages that have been documented for each Lead.

Steps to Access Lead Analytics

1. Click the 'Leads' icon on the left menu.
2. Click the Analytics link shown at the bottom of the 'Last Stage Analysis - Trailing 90 Days' section.
3. Filter Option: Uncheck Active or Inactive Leads.
4. Filter Option: Set the date range for Bid Due Date.
5. Filter Option: Set the date range for Lead Stage Close Date.
6. Preview one the available Lead BI Dashboards.

Lead Stages

• Creating Lead Stage Options
• Updated Lead Stages for existing Job Opportunities

Lead Classifications

• Lead and Project Classifications
• Tagging Employees as 'Sales People' which can be used as a Lead/Project Classification