Incoming Leads

This chart counts Leads by creation date, one bar per period, so it shows enquiry volume over time: ten leads in Ashwin, for example. It is the top of the funnel and reads nothing from the ledger. Seasonal patterns are normal for tourism and retail. A sudden spike usually follows a campaign or a web form going live; a sudden drop while the website is up means the form or the email inbox feeding leads has stopped working.

Each bar = Count of Lead where creation falls in the period

1. 01Go to CRM; the chart sits with Opportunity Trends.
2. 02Use the timespan dropdown and interval to show weekly bars for the last quarter.
3. 03Hover a bar to read the count.
4. 04Click the chart to open the Lead list for the range.
5. 05Follow up every lead within a day; convert good ones with Create > Opportunity.

Enquiry volume trend.

Ten leads in Ashwin.