Purpose: The Leads Added Dashlet shows a summary number or trend over time of new leads that have been added to your Kizen account. The dashlet is not cumulative and shows leads added within a specific range (day/week/month)
TABLE OF CONTENTS
Add Leads Added Dashlet
1. Navigate to Dashboard tab in your Toolbar
2. Click Add Dashlet
3. Select Marketing
4. Select Leads Added
Hint: Create a separate Dashboard to track all Lead Source insights in one place. Learn how to Add a Dashboard here
5. Select Objects: choose the objects that you track leads on, for example, Contacts and Sales Pipeline deals.
6. Select Value to Display - by the number of lead records or value
Note: The value option is only available on the objects where records have an assigned value (e.g. Sales pipeline)
7. Apply Dashlet filters (optional)
Note: Dashlet filters can be only applied if one object is selected
8. Select summary or trend format. Move the toggle to add a historical comparison
9. Name Your Dashlet (optional)
10. Click Add
Reading the Leads Added Dashlet
1. Use the summary dashlet to view the total number of new leads and compare it to the previous period
2. Use the trend dashlet by # of records to identify significant increase or decrease in the incoming leads by day/week/month
3. Use the trend dashlet by # of records and a trend chart by values side by side to analyze leads quantity vs value
Hint: Apply the Calendar filter to select a specific time window
Related articles
- Filter Contacts or Custom Object records by Lead Source
- Lead Sources Overview
- Other Lead Sources Analytics:
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