Analytics

Main Dashboard

• Top Lead Owner Assignments
• Leads Routed Report
• Account Coverage Report

Detail Reports

• Lead Detail Report
• Contact Detail Report
• Account Detail Report
• Opportunity Detail Report
• OTS Contact Routing Report
• OTS Lead Routing Report

See all 8 articles

Lead Summary Report

• Lead Detail Report Past 6 months
• Pending Lead Assignment
• Auto Conversion Report

Accounts Report

• Account Coverage Report
• Net New Account Report
• Duplicate Account Report

Lead Routing Report

• Lead Routing by Assignment Block
• Lead Routing by Sales Team
• Lead Routing by Weighted Sales Team
• Lead Routing by Territory

Error Detail Report

• Assignment Error Report
• Lead Upload Report
• Account Upload Report
• Routing Error Report

Contact Routing Report

• Contact Routing by Assignment block
• Contact Routing by Sales Team
• Contact Routing by Routing Territory

Account Routing Report

• Account Routing by Assignment Block
• Account Routing by Sales Team
• Account Routing by Routing Territory

Opportunity Routing Report

• Opportunity Routing by Assignment Block
• Opportunity Routing by Sales Team
• Opportunity Routing by Routing Territory

API Routing Report

• API Routing Report

Visual Flow Report

• Account Flow Report
• Lead Flow Report
• Contact Flow Report
• Opportunity Flow Report