Leads Overview

Leads Overview Dashboard

What it Delivers: A snapshot of leads generated, registered and deals registered by the partner community.

Why You Care: At a glance, you can see the performance of the channel, the growth of the pipeline and can use the data to estimate performance by month, quarter, or year.

Designed For: Channel Sales, Channel Marketing & Channel Operations Managers.

Report Constraints

• The Trend Dates default to the last 6 completed months. Example: If the report is run on 5 Jan, the report would return data for 1 June through 31 December of the previous year. You can change the date range under Filters.
• The count of partners is either a count of organizations or locations, based on an Administration setting.
• Only approved locations are included.

Report Descriptions

• Deals Registered & Converted (Trend) - This bar graph compares the monthly total of deals registered and converted for the time period. You can quickly see how many deals were registered and converted.
• Deals Registered vs Leads Converted (Trend) - This doughnut displays the trend for deals registered and leads converted.
• Lead Funnel (Trend) - This bar graph is a visual representation of the Lead Funnel trend for the past 6 complete months.
• Leads Registered (Trend) -
• Leads Distributed (Trend) - 
• Deals Registered (Trend) - 
• Confirmed Opportunities (Trend) - 

Related Topics

• About Zift Advanced Reporting
• Dashboard Visualization
• Overview Dashboard
• Leads Dashboard 
• Partner Coverage Dashboard
• Partner Dashboard 
• Partner Engagement Dashboard 
• Platform Engagement Dashboard
• Training Performance Dashboard
• Customer Support Status