Lead Overview & Executive Summary
What this page is — the executive summary: four headline figures and an acquisition trend.
What it is for — the thirty-second answer to "how is the pipeline doing?"
The problem it solves — a single view for someone who will not open five reports. Three of the four tiles carry a caveat worth knowing before you quote them in a meeting, and this page names each one.
Route: /org/analytics/lead?tab=overview · Permission: Lead Overview & Executive Summary
1. The tiles
| Tile | Counts | Read it carefully because |
|---|---|---|
| Total leads | Leads in the project | Includes leads with no status, which no funnel counts |
| Pipeline value | Sum of deal amounts | Mixes currencies if any deal defaulted to USD |
| Average score | Mean lead_score | Reads 0 unless a recalculate has run |
| Conversion rate | Converted ÷ total | Depends on status categories being set correctly |
None of them is wrong exactly; each answers a slightly different question from the one you assume.
The pipeline value in particular sums amount across deals whose currency may differ — conversion
defaults to USD when a rule names no currency, so a tenant operating in another currency can find its
pipeline value silently mixed. See convert to deal.
2. The acquisition trend
Leads created per period. The shape is trustworthy; the attribution behind it is only as good as the source coverage — see acquisition.
3. The admin contract
| Needs | Or |
|---|---|
| Lead Overview & Executive Summary | This tab does not appear |
| A recalculate having run | Average score reads 0 |
| One currency, or currency set on conversion rules | Pipeline value mixes currencies |
| Status categories set | Conversion rate is meaningless |
4. Don't confuse this with…
| This | Not this |
|---|---|
| Pipeline value here | The deals board totals |
| Conversion rate | The conversion rules that create contacts and deals |
| Average score | Average grade — grades are letters |
5. Troubleshooting
| Symptom | Cause |
|---|---|
| Average score lower than expected | Rules changed recently — run Recalculate to apply them to existing leads |
| Pipeline value implausible | Mixed currencies. Section 1 |
| Total leads ≠ funnel total | Leads with no status. See the hub |
| Conversion rate 0 with converted leads | Their statuses are not in the converted category |