Pulse is an BI a Business Intelligence dashboard that gives a an aggregated view of the organization’s your Organization’s current status. You
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Pulse is available to Manager & Admin Users only and can only be accessed on Web. (Not Mobile) |
With Pulse, you can get detailed statistical information about current Leads, revenueRevenue, hit Hit rate and handshakesHandshakes.
The below screen shows how pulse dashboard is displayed
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KPI
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Description
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Avg. Velocity
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The Average velocity is calculated based on the average time required for Leads from Lead stage to Closed Won stage
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Handshake
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Firstly you need to choose what information you wish to view, the image below shows you the Pulse landing page.
You have 3 options to choose from the dropdown menu’s along the top:
Financial Year | Organization | Date Range |
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Choose the required year from the dropdown menu. | Choose the Org. you wish to view or view All Org’s. | Choose a specific date range or use the Quarter pre-sets. |
Select Dashboard Menu:
Select the feature you wish to view from the dropdown menu in the top right hand corner  |  Revenue is calculated Real Time & Real Quick based on all Closed Deals with Lead Value field entered. Handshake calculates the total number of handshakes performed across the |
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Organization Hit Rate |
% calculates the |
percentage of closed leads |
No of Leads Per month
Pie chart displays total number of leads generated per month of current year
Revenue Per Month
Pie chart displays total Revenue generated per month for the current year
Hit Rate Per Month
Pie chart displays the hit rate per month for the current year
Leads
Leads chart displays the total number of lead in various stages in last 7 days, 30 days, 90 days and 1 year.
Leads chart also displays the comparison between the time period selected by the user
e.g. if period is selected as 7 days then chart displays Leads in each stage for last 7 days and its comparison with Leads displayed in each stage between 7th to 14th day
The Chart also display Avg. Time line that explains how much was the average time gone for lead to move from one stage to another
Aging
Aging chart displays total number of leads in specific stage for 0-7 days, 8-30 days, 31-90 days and 90+
e.g. Total number of lead in specific period for Opportunity stage
Lead Details
The table displays list of all the leads created in the Application along with its details
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only, won vs lost. |
Here is an overview of the KPI’s displayed on Pulse:
 | Number of Leads created per month. |
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 | Monthly average time taken for a Lead to be Closed and Won in your Organization. |
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 | Select the time range from the dropdown menu and hit the comparison button to see how your Leads are performing. |
Choose the Lead status from the dropdown menu to view the 4 categories of aging Leads, 0-7 days, 8-30 days, 31-90 days and 90+ in your pipeline. |  |
Leads
Here you can access all the Leads in your Organization as the image below shows.
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Select Financial Year, Organization and Date Range as desired from the dropdown boxes at the top
Use the Search box to quickly find specific Leads by name or licence.
The Manager can access and update any lead by selecting it
Icons:
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Lead created by Sales | Lead created by Non-Sales | Multi - Organization |
Rewards
In LeadX we place value on participation as well as making a sale. Therefore, we have an inbuilt reward system that earns you points for posting and winning leads.
Here you can see a list of all your Licensed Users, how many Leads they have posted and how many have been won. Also, their total number of Reward points.
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You can export this information into an Excel Doc or PDF by selecting the button in the top right hand corner.
Reward Points System
The system is built-in and not available to change, this is how the points are awarded:
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Pipeline Reports Dashboard
Helpful breakdown and projection of your Leads
Select Financial Year, Organization and Date Range as desired from the dropdown boxes at the top as required. The default selection will show you ALL your Organizations combined.
 | Weighted Deal Value Is the probability of you achieving the Revenue based on the current status of your Leads. This is calculated by giving each Lead stage a confidence percentage as shown:
The chart displays monthly: | ||||
Gross Revenue Forecast
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 | Leads By Sources This chart displays the amount of Leads you have Vs where they were sourced.
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This chart displays an overview of total Leads in their current stages in the Sales cycle. |  |
Handover
The Handover Feature enables you to exchange Leads in your LeadX Community.
Leads from Parent Organisation to Child Organisation
Leads from Child Organisation to Parent Organisation
This feature can only be used by a Sales Licence User e.g. Manager or Professional.
Select Financial Year, Organization and Date Range as desired from the dropdown boxes at the top as required. The default selection will show you ALL your Organizations combined.
There are 2 KPIs for handover generated and handover accepted.
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If date range is not selected it will show the data for last 1 year by default. |
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The Chart above on the left displays the Leads sent by your Organizations.
The Chart above on the right displays how many Leads have been accepted by your Organizations.
Only Parent will be displayed if you have 1 active Organization.
Cross Silo/Sales
The Cross Silo feature enables multiple Child Organisations to generate and exchange Leads between one another.
Only the Manager of each Child Organisation can send and receive the Leads.
A notification (Sales Feed) is generated for each Child Organisation
There are 2 KPIs for Cross Silos generated and Cross Silos accepted.
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The top image displays Cross Silos generated
The bottom image displays Cross silos accepted
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If date range is not selected it will show the data for last 1 year by default. |