Client Opportunities & Leads

KPI Widgets Leads

There are 2 widgets available in the Leads area.

You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here.

Leads processed today

The basis are the Activities and SalesLead that were Created today; all other Activities that do not generate an Activity are not counted. If more than one Activity is created for a Lead, only one is added to the widget.

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  1. The number shows the Quantity for the current Day
    • Black, if the Value is greater than 0
    • Red, if the Value is equal to 0.
  2. The Blue chart shows the Values of the last 30 Days

Lead dwell time

Shows the Average Duration in Days for all existing Leads on the Client from the last 12 Months.

Calculated from the first Day of processing a Lead until the Day of creation of a related Opportunity.

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KPI Widgets Opportunity

Opportunity Win Rate

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  1. The rate is calculated from the won opportunities in relation to all opportunities:
    Total won opportunities divided by the total of won and lost opportunities (basis: last 12 months and only persons in charge opportunities).
    • Red: The rate of the last 12 months is worse than in the previous 12-month period.
    • Green: The rate of the last 12 months is better than in the previous 12-month period.
    • Black: The rate of the last 12 months has remained the same as in the previous 12-month period.
  2. Chart shows the quantity of won opportunities of the last 12 months


Opportunity Duration

Shows the average duration in days for all existing opportunities on the client from the last 12 months.

Calculated from the day the opportunity is created until the successful completion.

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