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murni

Leads screen not showing statistics as in training video

Posted By

Hi all,

I am watching the Sage CRM training video. On the Leads screen, I see there are statistics for 

  1. Average Time Open (days)
  2. Opened Today
  3. Opened This Week
  4. Opened This Month

Video link: https://sageu.csod.com/lms/scorm/clientLMS/LMS3.aspx?rNum=1&aicc_sid=6199414sageu&packageId=TOC1&qs=%5e%5e%5elX9BVEWjJ8PTiWZb2vWfhkNk1AzhLl1XFi7JK4WNlcj7OHQ7oqr6vr%2fq5svyHRYMV9w4hK4fXCr4%2bBZStqTj9CbwvN534VcCOGg4F6kldCnhXGzRE%2bOeheeyYRLOqUd%2bhqsGlC3u7UCDF4TG8arKKypPq0VZ8kT5LJWdbf7EGbRfXnNgNu6mlmAmVhDSrLNy022qhsV8T7uzhH2%2f92lCvjwfDzgnwE9FnZf1X0RpVW8%3d

However, on my Leads screen, I only have the pipeline, no statistics. How can I make the statistics available on screen?

Thank you

  • 0

    Hi Murni

    The version of the lead screen with the funnel chart is of an older version of Sage CRM that is not longer available.  The information contained there can be produced by a report and the pipeline you see displayed in your instance of Sage CRM is the current we present lead information.

    Let me know if you have other questions. 

  • 0 in reply to Sage CRM

    thank you for the answer, Sage CRM

  • 0 in reply to Sage CRM

    Is there any existing reports that is similar or can display the same information?

  • 0 in reply to murni

    There are.. or rather there are examples that can cloned and adapted.

    For example, there is a default report called "Lead Decision Timeframe" that should provide more information.  Also "LeadtoOpportunityConversionAnalysis" under Marketing make be useful BUT the only report that uses a funnel chart is one based on Opportunities "TeamOpportunitiesInProgressbystage".  If you have a look at how each of these reports are designed you should be able to design one that matches your requirements.

    I would be very interested in hear what additional reports around leads you would find interesting - especially Chart reports that you may wish to include in a dashboard.

    Thanks

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