Welcome to your guide on how to utilize the Lead Source Dashboard Chart in Empress. This feature provides a visual representation of where your business leads are coming from. It’s a key tool for understanding your lead acquisition strategy and making data-driven decisions.
What is the Lead Source Dashboard Chart?
The Lead Source Dashboard Chart is a feature that aggregates your lead source data into an easy-to-read, visually appealing chart. It’s a ‘Group By’ type chart, meaning it organizes your leads based on their sources such as email, social media, or direct contact. The chart is presented in a donut style for clear visualization of lead proportions from different sources.
How to Use the Lead Source Dashboard Chart
View
- To view the chart, navigate to
empress/crm/dashboard_chart/lead_source. - Here, you will see a donut chart with different sectors representing different lead sources.
Edit
To edit the chart:
- Click on the chart to open the settings.
- Here, you can change the chart type, the document type, or the group base.
- Once you’ve made your changes, click ‘Save’.
Sort and Track Information
The Lead Source Dashboard Chart automatically sorts lead source data for you. The chart counts the number of leads from each source and represents these as different slices of the donut chart.
This chart is updated dynamically, meaning that as new leads come in, the chart will automatically update to reflect the most recent data.
User Roles and Permissions
As an administrator, you have full control over the Lead Source Dashboard Chart. You can edit, update, and view the chart at any time. Other users’ permissions may vary depending on the access level you have granted them.
Why Use the Lead Source Dashboard Chart?
Having a clear understanding of where your leads are coming from is vital for any business. The Lead Source Dashboard Chart provides this information in a simple, visual format, making it easier to identify trends and make strategic decisions. With this tool, you can optimize your lead generation efforts based on data-driven insights.
For further assistance or more information, please refer to the Empress User Guide or contact our support team.
Happy charting!