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LeadManager: Standard Reports: Dashboard Summary Reports      

TOPICS COVERED IN THIS ARTICLE:

  • How To Run Dashboard Summary Reports
  • Descriptions of each Dashboard Summary Report

   

ENVIRONMENT:

  • LeadManager

 

STEP BY STEP INSTRUCTIONS:

 

The Dashboard includes up to six standard reports to give you insight into your Company, Campaigns, User, Group, and Lead performance.  Please follow these steps to locate and run this report.  

  1. Once you log into your Velocify Account, click on the Dashboard Tab
  2. Scroll to the bottom of the page to find the section labeled Summary Reports
  3. Click the tabs to move between each report.

 

Status Summary

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

dashboard_summary_rep1.JPG

 

 

Campaign Summary

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

dashboard_summary_rep2.JPG

 

 

User Summary by Date Added

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

dashboard_summary_rep3.JPG

 

 

User Summary by Date Assigned

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

dashboard_summary_rep4.JPG

 

 

Please note: These reports do not automatically update. To ensure you are viewing the most recent data, click the refresh button.  dashboard_summary_rep5.jpg

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