Read your sales dashboard

In this video, you'll read your sales dashboard, and see how your team is doing. Pick the period you want. Here, the last 30 days. The top cards count new leads, deals won, leads lost and your win rate. Scroll down for the pipeline. It shows how many leads sit in each stage, and what they are worth. Leads by source shows where your leads come from, and how many you won. Open Leaderboard to see how each teammate is doing. Each row shows the leads, messages, calls and deals won for one person. For more short guides, look for the Watch how button at the top of the page.