Your LeadExec dashboard summarizes leads received, leads sold, and more.  Continue reading to get a summary of each section, located on the dashboard.  

Leads Received Summary


This report allows you to view the total count of leads that have come into your system with in the date range and lead type specified.

A. Date range filter.
B. Lead Type Filter
C. Total leads received into your account including accepted leads and rejected leads.
D. Total leads accepted into your system
E. Total leads rejected out of your system
F. Total Leads delivered out of your system
G. Percentage of leads delivered out of the amount of leads that came in for the date range specified.
H. Total Revenue from leads delivered
I. Total Cost from leads accepted
J. Total profit derived from revenue minus cost
K. Lead Source filter
L. Campaign filter


Figure 2.
Leads Received.

Software News and Updates

This is a quick software news and updates feed. You are able to integrate your twitter feed directly by clicking the gear icon

A. Twitter Feed Integration
B. Twitter Shortcut


Figure 3.
News.

Revenue Summary


Displays a revenue summary for the past year on your account. Each month contains a highest point reached

A. Lead Type Filter
B. Lead Source Filter
C. Campaign Filter
D. Refresh
E. Revenue Lowest to Highest
F. Months from the current month back a year

Figure 4. Revenue Summary.

Top 10 lead Sources

Displays a top 10 list of lead sources submitting leads into your account. Opens a graph of your top 10 lead sources.


Figure 5.
Top 10 Lead Sources.

Lead Source Delivery

This report allows you to view the amount of leads that have been received into your system from each lead source and lead source campaign

A. Date range filter.
B. Lead Type Filter
C. Launches a funel graph with the total of leads and their current status in your system.
D. Exports the current report into excel
E. Refreshes the Lead Source Delivery Report

Figure 1. Lead Source Delivery.

Distribution Delivery

This report allows you to view the amount of leads that have been received into your system from each lead source and lead source campaign

A. Date Range Filter
B. Lead Type Filter
C. Lead Source Filter
D. Client Group Filter
E. Exports the report to excel
F. Refreshes the Distribution Delivery report

Figure 2. Distribution Delivery.

Lead Source Lead Flow

This report shows you the current status of each lead currently in your account from the ranges chosen

A. Date range filter
B. Lead Type Filter
C. Lead Source Filter
D. Campaign Filter
E. Refreshes the Lead Source Lead Flow report


Figure 1.
Lead Source Flow.

Leads Received by Date

This report allows you to view the amount of leads that have been received into your system from each lead source and lead source campaign

A. Date Range Filter
B. Lead Type Filter
C. Lead Source Filter
D. Sub Source FIlter
E. Campaign Filter
F. Refreshes the Leads Received by Date report


Figure 2.
Leads Received by Date.

Displays the time it took to process leads. The times can be broken down by Lead Source, Lead Type, Campaign, and Date Range.

The allowed Date Range Options are:

  • Today
  • Yesterday
  • This Week
  • Last Week
  • This Month
  • Last Month
  • Past 30 Days

The information is represented by two graphs:

This Graph breaks down process times by client group.

Figure 2. Process Times by Group


This graph shows the time in seconds by date the leads took to process.

Figure 2. Process Time by Date

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