All About Lead Trend Dashlet

All About Lead Trend Dashlet

Overview

The Lead Trend Dashlet provides a graphical overview of lead inflow into the system over different date ranges. It displays lead inflow trends by default on a weekly basis, with the X-axis representing the date range and the Y-axis representing the lead count. You can customize the date range and apply filters to view specific course-wise lead trends.

Core Functionalities

Understanding the Lead Trend Dashlet

The Lead Trend Dashlet provides insights into lead inflow over time by showing:

  • Weekly Lead Inflow:
     By default, the dashlet displays lead trends on a weekly basis.

  • Custom Date Range:
     You can select a custom date range by clicking on Date Range to view lead trends for a specific period.

  • Course-Specific Lead Trends:
     Use the Filter option to select a specific course and visualize its lead trend.

Enabling and Managing Lead Trend Dashlet

How to Enable Lead Trend 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 in case the Lead Trend Dashlet is not already enabled.

  3. Select Lead Trend Dashlet:

    • A pop-up window will appear with all available dashlets.

    • Toggle ON (blue color) to enable the Lead Trend Dashlet.

  4. Save View:

    • Click Save View to add the Dashlet to your view.

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

Using Quick Actions on Lead Trend Dashlet

The Dashlet offers 3 Quick Action options:

  1. Date Range Selection:

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

  2. Course Filter:

    • Click on the Filter icon to choose a course and analyze course-specific lead trends.

  3. Download Data:

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

Conclusion

The Lead Trend Dashlet provides a detailed graphical representation of lead inflow, helping you track lead patterns over different time periods and analyze course-specific lead trends. By utilizing the dashlet’s features, you can optimize marketing efforts and improve lead management efficiency.