Monitor your sales pipeline

At the top of the dashboard is a quick glance of your overall pipeline value and costs. Measure how much is being spent and how much value is resulting from your lead and marketing activity. Measure your marketing results and drill down into more detail by source to identify sources that are not working and those that are profitable.

Besides improved communication and collaboration, visibility of the lead management process is improved through your pipeline. The pipeline overview displays each track and the number of leads at each step. This lets you prepare for waves in your sales cycle and identify any bottlenecks.