Lead Prospecting Activity Dashboard

Who is this for?

SDR Managers

How can this be configured?

Admins can configure this dashboard to present data across custom timeframes and lead sources. 

What data points are included in the dashboard?

Summary Stats

  • Total Activities
  • Conversation Rate
  • Calls Per Lead
  • Texts Per Lead
  • Total Leads
  • Call Connection Rate
  • Meetings Per Lead
  • Emails Per Lead


  • Average Touches By Source
  • Touches Per Lead Conversion Ratio
  • Calls Per Lead Source
  • Calls Per Rep
  • Calls By Disposition
  • Calls By Direction
  • Emails By Per Lead by Source
  • Emails By Rep
  • Meetings Per Lead by Source
  • Meetings Per Rep
  • Texts Per Lead by Source
  • Texts Per Rep


  • Lead Activities and Conversion
  • Lead Prospecting Calls
  • Lead Prospecting Text Messages
  • Lead Prospecting Meetings
  • Lead Prospecting Emails
  • Lead Prospecting Tasks

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