Dashboard number cards
New Lead (Last 1 Month)
Count of Leads created in the last month.
In detail
A Lead is a person or company that has shown interest but is not yet a customer: a website enquiry, a trade fair contact, a phone call. This card counts Leads created in the last month, the very top of the sales funnel. Ten website enquiries show 10. Leads post nothing to the ledger and have no PAN requirement until they become customers. The card is useful alongside Lead Source on the same workspace, which shows which channel the leads came from.
Formula
New Lead (Last 1 Month) = Count of Lead where creation in the last month
How to record it in BRAccount
- 01Go to CRM and read the card.
- 02Click the card to open the Lead list filtered to this month.
- 03To change the period, open the card menu > Edit and set the Timespan.
- 04Open a lead and use Create > Opportunity once there is a real deal to pursue.
- 05Convert the lead to a Customer when they agree to buy.
When to use it
Top of the sales funnel.
Example from the demo books
Ten website enquiries shows 10.