Sales Opportunities - New Prospects

This count of Cards can be very useful to see how many new leads are being added to your board regularly. By changing the display time period you can review past week's/month's new leads to see how many are being added to your sales funnel.

Check our our Sales Teams Recommendations.

To get started, create a Count or Sum for Cards Added to Board.

• At the "Totals" stage, you would select to count Cards.
• Should you want to break the data down further you could apply filters at the "Filter" stage to display the following:
  • By Source: You would apply a filter for your dropdown custom field, "Source", then select whichever source(s) you would like displayed.
  • By Prospect Category: You would apply a filter for your dropdown custom field "Prospect Category" and select which category you would like displayed.

Once completed, you can set the time period to display by using the dropdown menu at the bottom of the tile. To show only the newest prospects, we recommend displaying all Cards added to your Board in the last 7 days to show only your most recently acquired leads.