Leads Dashboard
leads dashboard is a tool used to track and manage potential customers, or "leads," in a business. It typically displays important information about leads, such as their contact information, status in the sales process, and notes from previous interactions. The dashboard may also include features for organizing and prioritizing leads, tracking communication with them, and measuring the effectiveness of sales efforts. The goal of a leads dashboard is to provide a centralized, user-friendly way for sales teams to manage and nurture leads, ultimately increasing conversions and revenue.
as you can see in the leads dashboard from Module Izi Analytics dashboard & KPI in Odoo we can see the metrics tracked by a lead dashboard include:
- Added Leads
- Converted Leads
- Added Leads by Month
- Converted leads by month
- Active leds by status
- Unqualifed leads by reason
o Reason Include : People din’t understand, cannot solve the problem, don’t have much budget,
These categories can be further broken down by time, lead owner, team, or group.
Why Lead Dashboard is useful
A leads dashboard is useful because it provides a centralized location for tracking and managing potential customers, or "leads," in a business. With all the necessary information in one place, sales teams can quickly and easily access and update information about leads, including their contact information, status in the sales process, and notes from previous interactions.
Additionally, leads dashboard often include features for organizing and prioritizing leads based on factors such as likelihood of conversion and potential revenue. This helps sales teams focus their efforts on the most promising leads, increasing the chances of closing deals.
It also allows sales teams to track communication with leads, such as emails, phone calls, and meetings, which helps to keep track of the interactions with the leads and avoid any duplication of effort. It also allows teams to measure the effectiveness of their sales efforts by tracking metrics such as conversion rates and revenue generated from leads.
Overall, a leads dashboard can help sales teams to be more efficient, better prioritize their efforts, and ultimately increase conversions and revenue for the business.
