The Reporting page will give you insight into your business. It will show you what goes in and out of the systems, graph your deals, and track incoming leads.
1) Click on "Reporting" from the navigation bar
2) Select the "Overview" tab
The Overview section will contain several charts that track your contacts, deals, and marketing.
Note: sample data will be replaced with real data once you start using the features within LionDesk
The following is an explanation of each graph.
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 of revenue.
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 will show sale opportunities graphed throughout the year. It shows the value of revenue from all deals in a particular month. It also shows the fluctuation of revenue from month to month
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.
The contact pipeline graph displays the stage of your contacts and the proportion of contacts in each stage.
The new contacts graph shows how many total contacts were entered each month. This allows a comparison of the values between each month.
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email firstname.lastname@example.org, and LiveChat Mon-Fri 7am - 5pm PT