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Leads: Probable New Business per Month – Visual and in Figures.
For Leads, you can now set the expected implementation period and thus see how the likely upcoming orders are distributed over the months.
As soon as you set the period for at least one Lead, the preview chart appears, which also remains in focus while working in the list. The period can also be quickly adjusted via the list with a click. See video:
View only your own Leads
When you filter only for your Leads with Q (keyboard shortcut or you use the filter at the top right), the preview adjusts accordingly.
Display in the Financial Report
The weighted volume (probable revenue – in the example 34,845 EUR) is displayed in the Financial Report for orientation as a total under "Planned Invoicing".
Are you not using Leads yet and would like to know more about how you can reliably convert inquiries into deals? Here you can find all the information on lead management.
