Create your own Lead Query Metric to use on your Dashboards to find Number of Leads

To create a new Lead Query Metric you will have to complete: 

  • Name
  • Lead Properties
  • Date

Captura de Pantalla 2020-01-26 a la(s) 07.02.30.png

 

The lead properties is the same search query you´d use in Close.com UI to narrow down or search your leads (more on this here)

For example, you could filter Leads that where assigned to a certain Sales Reprensatitive using: custom.Owner:"Gob Bluth"  

 

Choose the Date you will use on your Dashboards to filter the lead query. You will be able to choose from all the dates that are shown on Close.com UI: 

  • Lead default dates: 
    • Lead Created Date
    • Lead Updated Date
    • Lead Last Status Change Date 
  • Lead custom dates 
  • Opportunities default dates:
    • Opportunity Closed Date
    • Opportunity Created Date
    • Opportunity Updated Date
    • Last Opportunity  Status Change Date

 

Example 1

Let's say you want to see how many leads were created per month (or per week or per day) assigned to "Gob Bluth", in this case, you´ll choose:

- custom.Owner:"Gob Bluth" as Query 

- "date_created" as Date 

 

 

You can use your metric on your Dashboards where you can create Tiles and Tables.

 

Adding a New Tile

 

 

To find the number of Leads assigned to Gob, you will choose that metric, and then the dates by which you want to filter the metric. 

 

So, if you want Leads assigned to Gob "Last Week", you´ll choose:

 

 

 

In this example, you searched Leads where: "date_created" >= 20200119 "date_created" <= 20200125 custom.Owner:"Gob Bluth" 

 

Example 2

Let's say your Sales Representatives have meetings with their prospects and you want to see how many meetings they do per month and with how many of their assigned leads did they meet with

First, you should create a custom field "Meeting Date" on your Close.com settings 

Second, whenever the SR has a meeting they should complete that custom field with the date the meeting took place

A) Number of Meetings by Gob

 

 

B) Leads with meetings by Gob

In this case, you should filter Leads assigned to Gob and Leads that "Meeting date" = "any value"

 

 

 

Adding a New Table

 

In a table, you can add N number of metrics and group them by day, week, month, quarter or year

 

 

If you want to see on a month to month basis, for last quarter, how many leads were assigned to Gob, how many of those leads did Gob meet with and how many meetings did he do per month, you could create the following table:

 

 

 

 

As you can see on the table above, three leads were created on October 19 that were assigned to Gob. Two of them have the “Meeting Date” completed and he had one meeting on that same month. 

So, each Metric will be filtered by the date chosen when creating the Metric:

Leads assigned to Gob - Date the Lead was created

Leads with meetings by Gob - Date the Lead was created

Meetings by Gob - Date the meeting took place

 

When exporting your Dashboard, you can see the exact search queries Smart Reporting is using on each data point:

 

 

 

You can see more examples for creating Tables in this article