Lead Types Breakdown
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.
2. Navigate to Reporting Tab:
The first two metrics you will see on this tab are your lead types: Form Submissions and Phone Calls. The bolded number shows the number of leads obtained from each type, while the percentage reveals the proportion of your total leads from each source.
The 'Lead Breakdown' graph is the next section in our reporting page, providing a day-by-day breakdown of your form submissions and phone calls.
Sales Representatives Metrics
At the bottom of the reporting page is a table showing 'Name' and 'Count', representing each sales representative and their assigned leads, respectively. This data helps to determine if your sales representatives are overloaded and if there's a need to reassign some of the leads.
Adjusting the Date Range
The 'Reporting' tab allows you to adjust the date range of your graphs easily.
Locate Calendar Icon:
At the top right corner of the page, find the calendar icon. You can update the date range by either selecting one of the preset options (Today, Yesterday, This Week, etc.) or using the 'Custom' option to pick your preferred range.
Filtering Leads by Integration Type
To break down your metrics further by 'Integration Type', use the left column. For instance, in our Inbound app, you can choose to display results exclusively for a PhoneSites campaign or a CallRail campaign by checking the corresponding box.
Filtering Leads by Sales Representative
The last filter option on the left allows you to filter your metrics by the assigned sales rep. The 'Reporting' tab will only display the sales reps currently assigned to a campaign.