Lead Management Report

  • Published on Nov 28, 2024
  • 1 minute(s) read
  • Mark Fugett
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Released Version: 25.0

This article is useful for any customer with a subscription to EliteAnalytics.

Requirements

Requirement

Description

EliteAnalytics Subscription

This feature requires you to have an EliteAnalytics subscription.

EliteCRM or Dataverse Connector Licence

An EliteCRM or Dataverse Connector Licence is required to be able to use EliteAnalytics and this feature.

PowerBI Licence

A PowerBI licence is required to be able to use EliteAnalytics and this feature.

Feature Description

The Lead Reports in EliteAnalytics has been visually enhanced to improve data display, making it easier to interpret and utilise. Users can now configure up to four highlight tiles on the home screen, providing quick access to key insights with a single click. New reports allow for a more detailed breakdown of lead overviews and identify lead sources, helping users understand where their leads are originating from and improve lead generation strategies.

Business Uses

  • Customise the home screen with important lead metrics and easily track and analyse lead sources.

  • Gain clearer insights into lead performance, allowing you to streamline lead management processes by noticing trends in your data.