Sales Community is an Organization wide view that displays all the current Leads generated in LeadX application along with its current Stage and status.
With Sales Community, you get an aggregated view of all the Leads, current Revenue, Total number of Leads, Handshakes & Hit Rate in Real Time
The below table explains the KPIs information provided in the Sales Community page
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overview of your Organization’s leads, real time revenue and Key Performance Indicators (KPI’s)
As a Manager User you can also view any Child Organization in your LeadX community by selecting the relevant organisation from the drop-down menu.
This is only available if you have implemented the Multi-Organization Feature.
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You will also see 4 high level KPI’s for your LeadX Community.
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KPI | Description |
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Revenue , <currency> | Revenue displays the current revenue of the organization converted to the Base Currency of the organization Displays the real-time invoiced revenue from the Leads won and closed in your LeadX organisation. The Revenue is calculated based on the Lead Value of the Leads that are closed in Won State |
Leads TotalLeads Total | displays Displays the total number of leads generated Leads in the Organization your Organization. |
Hit Rate Percentage | Leads Won against total number of Leads% Displays the percentage of closed leads only, won vs lost. |
Handshakes | Number of handshakes occurred in the Organization and Leads generated by non sales team members |
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If Multi-Organization feature is enabled then for Manager User of Parent Organization the KPI information displays the aggregated total of Revenue, Leads, Hit Rate and Handshakes. Manager User can view the aggregated information or select a specific organization to view it’s specific information |
Displays the total number of accepted leads received from non-sales licences, Basic & LITE. Please note this does not include sales licences. |
The picture below shows how Sales Community Feature is displayed in the LeadX Application.
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On-going Sales displays all the leads
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that are in process and closed in your organisation. You can filter the leads by stages
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If Multi-Organization feature is enabled then for Manager User of Parent Organization the list of Leads is displayed as aggregated list of all the Leads generated by Parent and Child organizations
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for ease of viewing.
Select the arrow ⬇ to open up the Lead stage filter option.
You can only view Leads here, to update a lead you need to access it through the My Pipeline feature.
You can click on any specific lead to get a quick
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overview of
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that Lead, shown below:
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