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:
Navigate to Admin Dashboard:
Go to Dashboard from the left-hand navigation panel.
Click on Admin Dashboard.
Add Dashlet:
Click on Add Dashlet in case the Lead Trend Dashlet is not already enabled.
Select Lead Trend Dashlet:
A pop-up window will appear with all available dashlets.
Toggle ON (blue color) to enable the Lead Trend Dashlet.
Save View:
Click Save View to add the Dashlet to your view.
Pro 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:
Date Range Selection:
Select a desired date range and click Apply to filter data for a specific period.
Course Filter:
Click on the Filter icon to choose a course and analyze course-specific lead trends.
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.
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