Leads by Status

Owned by Georgios Vasilakos (Unlicensed)
Mar 20, 2023
2 min read

General description 

The purpose of this chart is to display the Total Number of Leads  by each Status, using a Kendo UI funnel chart.

By using this chart the user can see how many leads have been generated sorted by  a specific status.

The user can also click on a specific status in order to access the leads grid list.

Layout 

Filters

The leads in this widget are filtered with the following logic:

  • If the logged in user is a manager then he will be able to see his own data and the data of the employees that he manages. In system terms this means that the manager can see the leads and the opportunities created or assigned to the team that he/she is defined. as a leader.

  • If the logged in user is not a manager then he will be able to see only his own data.

  • The logged in user can only see the Makes that he is allowed (by the dimension permissions).

  • Following the entity dimension depth (“Company”, “Branch” and “Location”), that is configured during the setup of the installation, the logged in user can only see data for the permitted dimension entity depth. For example, if the entity dimension depth is equal to Branch the logged in user can only see the data for the specific Branches of the Company and all the Locations of the permitted Branches.

  • Leads created in the current year.