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Standard Reports: Dashboard Summary Reports

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The Dashboard includes up to six standard reports to give you insight into your Company, Campaigns, User and Lead performance.  Click the Tabs to move between each report.

Status Summary

This report shows the number of leads in each status based on the date they were added to your account 

 

Campaign Summary

This report shows the number of leads in each campaign based on the date they were added to your account 

 

User Summary by Date Added

This report shows the number of leads assigned to each User based on the date they were added to your account

 

User Summary by Date Assigned

This report shows the number of leads assigned to each User based on the date the lead was assigned

 

These reports do not automatically update. To ensure you are viewing the most recent data, click the refresh button. 

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