Re: New leads vs Existing leads

Tara_Rowe
Level 5

New leads vs Existing leads

What is the best report to run to see how many new leads vs existing leads month over month or coming in daily?

I have a dashboard created in the RCE which has lots of information on Lead Stages, Sources and flow but if I wanted a easy report what would be the best practice? Just a simple Analytics and change the set up to daily or monthly? Ideally it would be great to show new leads coming in and who they are in one simple report.

1 REPLY 1
Tyson_Jurgens
Level 4

Re: New leads vs Existing leads

I have something like this!

  1. Created as a Lead Performance report
  2. in Setup I have my leads grouped by "Created At" with the units in Months.

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