This section gives useful charts to understand where leads are coming from and how your sales pipeline is moving forward.
1. Leads by Source
This is a pie chart that shows from where your leads are coming — like Website, Social Media, Referrals, Ads, etc.
The chart shows the percentage of each source.
When you move your mouse over a slice, it will also show you the total number of leads from that source.
You can download this chart in JPG, PNG, or CSV format.
2. Sales Funnel Chart
This is a funnel-shaped chart that shows how your leads are moving through the sales process.
Sales stages included:
Prospect
Requirement Gathering
Preparing Quote
Quote Submitted
Negotiation
Won
For each stage, it shows:
How many leads are there.
How much revenue is expected from them.
You can also download this chart in JPG, PNG, or CSV format.