Overview

The Lead Scoring Dashlet helps evaluate lead interest levels and identifies leads that are more likely to convert. It provides a clear picture of lead quality by analyzing the channels through which the leads are generated, enabling you to assess the return on investment (ROI) and optimize marketing strategies.

Core Functionalities

Understanding the Lead Scoring Dashlet

The Lead Scoring Dashlet provides the following insights:

• Lead Interest Levels:
  Displays the distribution of leads that show higher interest and are likely to convert.

• Channel Contribution:
  Identifies the channels that are generating the most high-interest leads, helping you measure ROI effectively.

Enabling and Managing Lead Scoring Dashlet

How to Enable Lead Scoring Dashlet?

To enable the Dashlet:

1. Navigate to Admin Dashboard:

• Go to Dashboard from the left-hand navigation panel.

• Click on Admin Dashboard.

2. Add Dashlet:

• Click on Add Dashlet at the top-right corner.

3. Select Lead Scoring Dashlet:

• Toggle ON (green color) to enable the Lead Scoring Dashlet.

4. Save View:

• Click Save View to apply your changes.

Pro Tip: Refer to the article Overview of Admin Dashboard for detailed instructions on adding and managing Dashlets.

Using Quick Actions on Lead Scoring Dashlet

The Dashlet offers 2 Quick Action options:

1. Date Range Selection:

• Select a desired date range and click Apply to filter data for a specific period.

2. Download Data:

• Click on the Download icon to export data in CSV format for offline analysis.

Conclusion

The Lead Scoring Dashlet provides a comprehensive view of lead interest levels and channel-wise lead generation, helping you prioritize high-quality leads and optimize marketing investments. By analyzing lead scoring trends, you can make data-driven decisions to improve conversion rates and enhance overall ROI.