The top row of Home ↗ shows five metrics. Each counts something different, and each one is clickable.
Contents
- Leads overdue
- Leads due today
- Leads today
- Pipeline value
- Replies
- When a number does not match your expectation
- Next
Leads overdue
Counts your open leads whose next step was due before today. Open means the lead sits on Qualify, Set discovery, Discovery scheduled, Discovery failed or Discovery done and has not yet been converted into a deal.
Below it you see +{n} since yesterday. Those are the leads that were due yesterday and slipped into overdue today.
A click opens Open leads ↗, filtered to the overdue ones. This is the most important number on the page. At zero, you are on top of things.
Leads due today
Counts your open leads whose next step is due today.
Below it you see {hot} hot, {warm} warm. hot are the leads with the sentiment Positive, warm are all the others. If the day is not long enough for all of them, start with the hot ones.
A click opens Open leads, filtered to due today.
Leads today
Counts your open leads created today.
Below it sits the deviation from the daily average of the past 30 days, for example +40% vs. avg. A negative value means fewer contacts came in today than usual. If there were no new leads at all in the past 30 days, it shows No data yet.
A click opens All leads ↗ as a list, narrowed to today.
Pipeline value
Shows the sum of your open deals' values. Open means the stages Send offer and Closing. Won and Lost are not counted here.
Below it you see +{value} this week, the share that came in over the past seven days.
A click opens Open deals ↗.
Replies
Counts your campaign leads that replied. Below it sits the basis: {replied} of {total} campaign leads.
Leads you created by hand are not counted. The number covers contacts attached to a campaign only.
A click opens All leads as a list, filtered to the leads with a reply.
When a number does not match your expectation
Click it. The list behind it holds exactly the records that were counted. In most cases one of these three explains the difference:
- You have the Sales role. Then only your own leads and deals count.
- A lead has no next step. Without a date it can be neither overdue nor due today, so it appears in neither metric.
- The stage is out of date. A lead that was converted into a deal long ago no longer counts as an open lead.