View top 5 sources of leads in CRM Dashboard

We are excited to share with you the latest release updates from ToolsonCloud CRM. In this release, we have added a new widget in your CRM dashboard to get more insights around your Leads. Read on to get a brief of this update.


Need?

We felt there is a need for users to get more insights into the various sources from where they are getting their leads. This will help them plan out their lead acquisition strategy and they can track this metrics directly from their CRM dashboard.


What’s New?

With this release, now users will be able to see a new widget in their CRM dashboard. The widget is shown below for reference.





As you can guess from the title, this widget will give the list of top 5 sources of leads added in your CRM. This widget will display the count of leads against each lead sources.

This insight will help you work on some of the questions around leads such as:

  1. Where are we getting most of our leads from?
  2. Is the cost of acquisition from each lead source/channel aligned with our business strategy?
  3. Do I need to put any effort to rebalance the count of leads generated from each channel to increase my conversion rate or to optimize the lead acquisition cost.
  4. Where do I need to put my marketing budget to see more traction from the top lead sources?

These are just sample insights for your reference as the actual questions may vary depending on your business.

We hope this enhancement will help improve your experience of using ToolsonCloud CRM.


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