Reporting Overview

1- To access your reporting section in LionDesk select "Reporting" from the navigation bar

2- Then select the "Overview" tab. In the Overview section there will be several different charts that explain the reporting within your account.

  • Note: sample data will be replaced with real data once you start using the features within LionDesk

 

 

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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