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Leads Dashboard overview

Updated over 3 months ago

The Leads Dashboard contains four graphical and numerical tiles that compile information about leads you have access to. Kube filters the Leads Dashboard for the internal user's primary property when the screen loads. Use the property filter at the top of the screen to show statistics for a different property or for multiple properties. For more information, see Using filters.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

TIPS:

  • To hide the dashboard tiles, click the Tiles toggle towards the top right of the dashboard. To show the dashboard tiles after they have been hidden, click the Tiles toggle again.

  • You can see more information about each lead using the Lead History screen. For more information, see Reviewing lead history.

The following graphic shows an example of the Leads Dashboard:

Lead Stats

Calculates the total number of active and qualified leads across all properties.

NOTE: An active lead is a lead who has not been archived. For more information, see Archiving and activating a lead.

Qualified is a label you can assign to a lead to help track a lead's status. A qualified lead has been vetted and is a promising lead.

Contact (within 48 hours)

Calculates the number of leads who need to be contacted within 48 hours, based on the date set in the Next Contact Date field on the Lead Essentials screen. For more information, see Adding a lead.

Upcoming Tours (past 30 days)

Calculates the number of lead tours within the next 30 days from the Activity Calendar screen. For more information, see Scheduling a tour in the Activity Feed.

Leads by

Calculates the number of leads by Owner, Type, and Source.

NOTE: You assign the lead owner when adding a lead. For more information, see Adding a lead.

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