General Reporting

  • Automated Lead Sources (Imported Automatically)

This graph shows the amount of leads per month for each source. It helps determine which source is providing the most leads

  • Deal Revenue by Contact Source

This graph shows the amount of business each source is generating per month in terms or revenues

  • Contact Sources

This graph shows month by month totals of contacts based on source. When entering a new contact make sure to fill out the source for it to appear on this graph 

  • Expected Deal Revenue By Month

The expected deal revenue by month shows sale opportunities in a graphical format. It shows the value of revenue from all deals in a particular month. It also shows the fluctuation of revenue from month to month

  • Activity Log

The activity log graph shows how many emails and text messages were sent, how many emails have been opened or clicked, and how many comments attached to contacts. 

  • Contact Pipeline 

The contact pipeline graph displays the stage of your contacts and the proportion of contacts in each stage. 

  • New Contacts

The new contacts graph shows how many total contacts were entered each month. This allows comparison of the values between month.



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