Dashlets: Leads Added

Kizen Support

March 10, 2023 06:33

The Leads Added Dashlet shows a summary number or trend over time of new leads that have been added to your Kizen account.

The dashlet is not cumulative and shows leads added within a specific range (day/week/month).

Add Leads Added Dashlet

Create a separate Dashboard to track all Lead Source insights in one place. Learn how to Add a Dashboard here.

Click on Dashboard in your Toolbar.
Click Add Dashlet.
Select Marketing.
Select Leads Added.
Select Objects: choose the objects that you track leads on, for example, Contacts and Sales Pipeline deals.
Select the value to display - by the number of lead records or value.
1. Note: The value option is only available on the objects where records have an assigned value (e.g. Sales pipeline).
Optional: Apply Dashlet filters.
1. Note: Dashlet filters can be only applied if one object is selected.
Select summary or trend format.
1. Move the toggle to add a historical comparison.
Optional: Name your dashlet.
Click Add.

Apply the Calendar filter to select a specific time window.

Use the summary dashlet to view the total number of new leads and compare it to the previous period.

Use the trend dashlet by # of records to identify significant increase or decrease in the incoming leads by day/week/month.

Use the trend dashlet by # of records and a trend chart by values side by side to analyze leads quantity vs value.