Leads Overview

This shows the value of the total sales funnel by Sale Rep. In this case, we only have one rep assigned to leads.

The bubbles represent the leads in the below grid. They are organized by Next Action Date (x axis), Score (y axis) and value (bubble size).

This creates a visual representation of which leads should be focused on first.

E.g. A large bubble with a high score that is closest to the left would be the highest priority.

This is the sales funnel showing the pipeline value for each stage of the sales cycle.

Leads Overview