- 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.