Understanding Lead Statistics
The Lead Statistics provides a detailed breakdown of the company's lead generation, conversion performance, and sales outcomes. This analysis gives insights into the effectiveness of various referral sources and highlights the overall health of the sales pipeline.
To access the insights of lead statistics, navigate to Business Intelligence → Clients → Lead Statistics.
Below is the dashboard summary that provides an at-a-glance overview of performance across four key metrics:
- Top Source - It identifies where the majority of your leads are coming from.
- Total Leads - The total number of leads acquired within the specified date range.
- Total Confirmed Sales - The total revenue generated from leads that successfully converted into confirmed sales.
- Average Lead Lifecycle - This shows the average time it takes from the moment a lead is created until it is converted into a sale.
You can also filter by a specific client type and/or estimator for more personalized analysis.
- To use the filter, click on the yellow top button and select enteties from the drop-down list, and click Go.
This dashboard provides a performance overview of lead generation and sales, categorized by referral source. The data helps identify the most effective referral source, assess their value, and guide resource allocation for better marketing outcomes.
The Conversion Rate and Conversion Sales Line Graph
- The conversion rate graph shows the daily fluctuations in conversion percentages.
- The conversion sales graph illustrates how many leads were converted into sales over a selected time range.
The Lead Status dashboard presents the distribution of leads according to their status.
The Confirmed Sales dashboard provides a breakdown of confirmed sales percentages based on their original referral sources. 
The Lead Lifecycle graph illustrates the variation in the time it takes for leads to progress through the pipeline and convert into sales.
The Lead Services chart shows how many leads are associated with the various services provided.
