My Pipeline Feature is available with every Licence User in LeadX.
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The table below explains the KPI's provided in the My Pipeline Feature:
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Manager & Professional Users:
KPI | Description For Sales Licences: Manager & Professional |
|---|---|
Revenue, <currency> | Displays the real-time invoiced revenue from the Leads you have won and closed. The Revenue is calculated based on the Lead Value of the Leads that are closed in Won State |
Leads Total | Displays the total number of leads assigned to you, both closed leads and leads in process. |
Hit Rate | Displays the percentage of closed leads only, won vs lost. |
Handshakes | Displays the total number of accepted leads you’ve received from non-sales licences, Basic & LITE. Please note this does not include Sales Licence Users |
Basic & LITE Users:
KPI | Description For Non-Sales Licences: Basic & LITE |
|---|---|
Revenue, <currency> | Displays the real-time invoiced revenue from the Leads you have won and closed. The Revenue is calculated based on the Lead Value of the Leads that are closed in Won State |
Leads Total | Displays the total number of leads you have posted, both closed leads and leads in process. |
Hit Rate | Displays the percentage of closed leads only, won vs lost. |
Handshakes | Displays the total number of Leads you created that have been accepted by your Manager. |
The screen below shows how My Pipeline is displayed in the LeadX Application:
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