Lead Dashboard

Modified on Thu, 29 Feb, 2024 at 9:10 AM

CASENGINE allows you to get the statistics of how the business leads are flowing and identify the gaps to increase business productivity.


Find the dashboard from Left Navigation -> "Clients" -> "Existing Leads" -> Dashboard Icon
 



Use the filters to get the desired data in multiple segments


Find the total leads with respective stages and source details

  

Filter out data to get more insights on the leads as 


  1. Understand who created the leads
  2. Where the leads stand on this date
  3. Lead assignment stats
  4. Lead activity stats


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