Lead analytics

Lead analytics provide an executive overview on win and loss awards for job opportunities. The results are based on lead stages that have been documented for each lead.

Access lead analytics

1. Go to Analytics.
2. Select Leads from the Select Category dropdown.
3. Use the available fields in the Lead Filters section to filter the leads by Lead Status, Leads Bid Due Date Range, or Leads Stage Close Date Range.
4. Select one the available dashboards in the Lead Dashboards section.