Understanding the Lead Dashboard

The lead list features a dashboard view that, composed of cards, allows a more visual insight into your metrics. To view the dashboard, click the Dashboard button at the top of the lead list (to the left of the search field).

Most cards allow you to toggle between both a list and a graph format, and all allow you to filter and configure the data based on certain fields, such as Status, Ownership, Date Added, etc., as well as change the title of the card. You can add the individual cards to your dashboard via the Add Card drop-down in the upper-right corner of the page and then drag and drop them into a desired order. You can even add the same card more than once and apply various filters to view different sets of data. Any filters you apply are sticky unless you specifically remove the card from the dashboard.

Leads by Status

This report displays the total number of leads in each status. Clicking the binocular icon will call up additional dashboards filtered for that status specifically.

If a lead status is not associated with any lead, it does not display.

Leads by Lead Source

This report displays the total number of leads with each lead source. Clicking the binocular icon will call up additional dashboards filtered for that source specifically.

If a lead source is not associated with any lead, it does not display.

Leads over Time

This report displays the most recent ten leads in your database, including their first and last name, status, and age.

Example: How many days ago their record had a status change.

Leads by Age

This report displays a number of different age ranges (0-15 days, 16-30 days, 31-45 days, etc.); meaning, how many days a record has gone without a status change, as well as the total number of leads within each range.

Converted Leads

This report displays all the leads who’ve been converted to a contact, including their first and last name, the owner of their record, and their age.

Example: How long ago they were converted.

Leads by Department

This report displays the total number of leads each of your organization's departments have added to your database. Clicking the binocular icon will call up additional dashboards filtered for that department specifically.

If a department is not associated with any lead, it does not display.

Leads by Owner

This report displays the number of leads added by each Bullhorn user. On the list view, the sum of each user's leads is displayed at the bottom of the Number column. Clicking the binocular icon will call up additional dashboards filtered for that user specifically.

Lead Aging

The Lead Aging card appears on the slide-out tab accessed via the Lead list view using the binoculars. This card captures the length a Lead spends in each status and shows the date that a status change was made.