Sales Analytics
Lead, conversion, and pipeline performance
What does the Sales Analytics dashboard show?
Sales Analytics gives you an overview of how your sales activity is performing over a chosen time range.
At the top you'll find KPI cards — New Leads, Conversion Rate, Pipeline Value, Follow-up Rate, and Avg. Conversion Time. Below that are a Leads by Source breakdown and an Activity Overview counting your Leads, Customers, Deals, and Tasks Done.
What do New Leads and Conversion Rate mean?
New Leads counts the new prospects that came in during the selected time range.
Conversion Rate shows the percentage of those leads that turned into customers. Together they tell you how well you're bringing in and converting new interest. If there isn't enough data yet, you'll see a "Not enough data yet" note.
What is Pipeline Value?
Pipeline Value is the total value of your open opportunities — the deals you're still working in the Prospects pipeline. It gives you a quick sense of how much potential business is currently in progress, shown in your currency.
How do time ranges work, and how is this different from Finances or Orders analytics?
Use the period selector at the top to switch between 7 Days, 30 Days, 90 Days, and All Time. It defaults to 30 Days, and every metric on the screen updates to match.
Sales Analytics focuses on the top of your funnel — leads, conversion, follow-ups, and pipeline momentum. That's different from Finances and Orders analytics, which report on completed sales, revenue, and money already earned rather than opportunities still in progress.