Dashboard at the top counts the leads you see: an agent's own, a manager's team's, an admin's every lead.
Pick a period
Today, this week, this month, last month, this quarter, this year, the last 7, 30 or 90 days, or your own dates. Each number is compared with the period before. Filter by lead type, person or team.
The tiles
- New leads, repeats left out.
- Contacted: the share someone has reached.
- Speed to first contact: the median time from arrival to first contact.
- Appointments set.
- Won (Loans closed for mortgage), with how many were lost.
- Volume: the amount won.
- Spent on leads, less vendors' credits for returns, and Cost per win.
Below: the funnel through your stages, new leads over time, and (for managers and admins) the same numbers by source and by person.
Goals
Account admins and managers who see every lead set monthly goals for wins and amount, for the account, each team and each person: Dashboard, Goals. Each person sees their goals against what's been won so far this month.
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