Dashboard

The home page shows you what happened in the chosen period: dials, conversations, appointments, closings and what is coming up next. You find it in the menu under Overview → Dashboard.

Layout of the pageCopy link to heading

At the top the page greets you. Below that are the filters for view, period, project and employee; to the right, Customize opens your own selection. Then come:

1. Big numbers at the very top. By default these are dials, reach rate, booked intro calls and show rate. Each number shows the change compared with the period of the same length before it (as a share for counts, in percentage points for rates), a small trend and, if the number has a goal, the goal status.
2. Activity per day: for dials, reached, decision makers, booked and held intro calls there is one dot per day. The colour shows whether the day is above or below the daily average of the period. For long periods the page groups the days into weeks.
3. Sales funnel: dials, reached, decision makers, booked intro calls, held intro calls and won customers. Next to each step is its share of the previous step.
4. Conversations: for intro calls booked, held, no-show, show rate and qualification rate; for offer meetings meeting 1, meeting 2, won and the two closing rates.
5. Pipeline: how many leads are in which stage today.
6. Team: for each person the numbers of the period (dials, reached, decision makers, appointments, held, won). You only see this with the permission ‘Team analytics’ and as long as you have not chosen a single person. The list first shows eight people; ‘Show all’ opens the rest.
7. Needs action: what is open right now, that is overdue follow-ups, appointments without an outcome, overdue tasks, unconfirmed blocks and leads without a responsible person, plus your own open signatures. A click on a row takes you to the matching page. If nothing is open, a green notice appears. If a number cannot be calculated, the page names it underneath.

You decide the order of the areas and the big numbers yourself (see below). The page updates by itself a few seconds after new events arrive (for example a documented call). The numbers at the top stay in place while it does.

Period and filtersCopy link to heading

The page remembers your filters for your session.

Reading numbersCopy link to heading

Every number is clickable. A click opens the underlying transactions in a window (name, time). ‘Load more’ fetches the next ones, a click on an entry opens the lead. At the top of the window it says what the number counts.

If a number shows ‘unknown’ or ‘no data’, the page explains the reason when you hover over it. This happens in these cases:

• Denominator zero: a quota without a base does not show a percentage. ‘0 %’ only appears if the zero is proven.
• Missing data basis: there is no data for the number.
• Missing permission or module: the reason names what is missing.

Missing values never appear as 0. For quotas, numerator and denominator are shown (‘3 of 10’). If the project’s outcome catalogue has no matching outcome type, the quota is not calculated instead of counting it as 0.

Important counting rules in salesCopy link to heading

• Dials are completed, documented outgoing calls. Dialling attempts without documentation, technical drop-outs and incoming calls do not count.
• Reached = gatekeeper + decision maker directly. Decision makers = decision makers directly + decision makers you spoke to through a gatekeeper. The two numbers overlap and are not added together.
• Reach rate is reached per dial, decision makers per reached is a quota of its own.
• Booking rate: booked intro calls per decision-maker conversation.
• Appointments: a first booking is the first confirmed intro-call appointment of an opportunity. Rescheduling and follow-up appointments after a no-show are not a new first booking. The show rate is held appointments divided by held plus no-shows. Open, overdue appointments lower the coverage, not the rate.
• Qualification rate: qualified opportunities per held intro call. An opportunity counts once.
• Offer meeting 1 and 2 count held conversations in the offer phase. Won is the sum of the closings after meeting 1 and after meeting 2, without double counting, and requires a documented closing, never only the current phase of a lead. The closing rates relate the closings to the held meetings 1 and 2 respectively.
• Who gets the number? The show rate goes to the person who set the appointment. Conversation and offer-meeting numbers go to the person who carried them out.
• Stored outcomes are never re-evaluated retrospectively. If the outcome catalogue changes later, old transactions count unchanged.
• Dials per hour divides the dials by the time on the chosen time basis (see Customize). Without time there is no quota.

CustomizeCopy link to heading

With Customize you put the home page together for yourself:

• Numbers at the top: choose up to six numbers from 15 metrics. They appear in the order in which you select them. At least one number stays selected.
• Areas: switch each area on or off and move it up or down with the arrows.
• Time basis for dials per hour: Call time, Measured working time or Confirmed working time.
• Save keeps your selection, Reset removes it and returns to the default. At the end of the window it says where the arrangement currently shown comes from.

In the same window the administration can set its arrangement as the default for everyone, and with a project chosen as the default for this project. The default applies to everyone who has not chosen anything of their own. The order of precedence is: your own choice, the project default, the organization default, the Leadmode standard. An organization default reaches other people the next time the page loads. Your own choice is also picked up by your other open windows.

Goals per employee: red, yellow, greenCopy link to heading

For selected rates the administration can set goals per employee. The home page then colours the number (on the big numbers and in the sales funnel). A goal is only a comparison value and does not change any metric.

• Rating: green means goal reached, yellow just below it (from 85 % of the goal), red clearly below. The colour is never alone: the line under the number gives result and goal, for example ‘Goal reached · min. …’.
• A number stays neutral without a goal, when it cannot be calculated and when a rate has fewer than 10 cases in the denominator (‘not enough data’).
• Which numbers: dials per hour, reach rate, decision makers per reached, booking rate, show rate, qualification rate, and closing after the 1st and after the 2nd offer meeting.
• Whose goals apply: those of the person whose numbers the home page shows, that is, your own or those of the employee you choose in the filter. Choosing an employee requires the right ‘Team analytics’. The view for the whole team has no colours.
• Who sets them: only the administration. Employees see their own goals, but not those of others.

To set goals: under Company → Team, click Manage at the person and choose the tab Goals. For each rate you enter a value (‘at least’; for rates in per cent from 1 to 100, for dials per hour from 1 to 1000) and save. Fill in example values fills only empty fields with common starting values that you adapt to your business. Copy to others transfers the saved goals to employees you select and replaces their previous goals.

Daily total of performanceCopy link to heading

The daily total is the daily performance per project, employee and day (performance day by German time). It uses the same counting rules as the dashboard. You do not see it as a page of its own: Leadmode provides it for evaluations outside, for example for a client’s overview, as the webhook area Daily total (performance per project, employee and day) with the quick selection Daily total updated, and as a retrieval via the interface. See Webhooks.

A daily total contains:

• the dials (B) and their split into reached (R), gatekeeper (G), decision maker directly (D), decision maker via a gatekeeper (F) and decision maker (E) as well as ‘other person reached’,
• the technical dialling attempts of telephony and the incoming calls, kept separate from B,
• first appointments and offer meetings booked, by booking date,
• appointments held, no-shows, cancellations and reschedulings,
• the project goals with committed, confirmed and handed over.

It never contains times, compensation or finances, and no contact data. The block report remains the status of a block with planning, measured and confirmed time.

Each total is the complete value of the day and replaces the previous one; it is never added. If a number changes afterwards (for example through late documentation, a callback or a correction), a new total with a higher revision and a new data status is created. Without a change, none is created. Organisation admins and project leads see the team’s totals, employees only their own.

See alsoCopy link to heading

• Ranking
• Reports
• Roles and permissions