Lead Analytics and Reports
What this page is — the five reports that sit over Pulse's lead and deal data.
Lead Overview
What this page is — the executive summary: four headline figures and an acquisition trend.
Acquisition & Source Insights
What this page is — where leads come from, broken down by source, channel and campaign.
Pipeline Health & Funnel Analysis
What this page is — the funnel: how many leads sit at each stage of the journey, and where they
Lead Quality & Segmentation
What this page is — the distribution of lead quality, segmented by grade, source and custom fields,
Team Performance & Engagement
What this page is — who is handling the leads: activity volume per agent, and how loaded each queue