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How to Create a Custom Dashboard

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1. Feature Overview

Dashboards present important marketing and sales metrics related to your account.
Your dashboard is the first page you see when you log in to your LeadSquared account. Each dashboard is customizable and comprises –

  • A number of dashlets (default and custom) or,
  • A custom report (configured using an external URL)

All users can create dashboards, while Admins can also share the dashboards they create with other teams.

LeadSquared Custom Dashboards

Note: To gain analytics and insights into your entire sales pipeline, learn about SIERA’s Sales User Dashboard.

 

2. Create Your Own Dashboard

All users can create their own dashboards –

  1. On the main menu, click Dashboard>Create New Dashboard
  2. Name your dashboard, then click Create

Dashboards you create will be displayed under the My Dashboards sections –

LeadSquared Dashboards

2.1 Add Dashlets

  1. Click the Add Dashlets button
    • Use the Select Category drop-down to filter dashlets by category or just scroll down and select the dashlets you want. Click Add when you’re done
    • To build custom lead distribution dashlets, click the Dashlet Builder button (for more information, see Custom Dashlet Builder App). If you want to display your own dashlets or reports, see the ‘Add Your Own Report’ section below.
  2. Each dashlet has options for time frame customization, refresh, expand and delete.

LeadSquared Custom Dashboards

 

2.2 Organize and Align Dashlets

You can drag and drop dashlets to rearrange them.

LeadSquared Dashlet

Note: Different dashlets have different default dimensions. You cannot resize dashlets.

 


3. Add Your Own Report

Here’s an example of an external report displayed on your LeadSquared dashboard –

LeadSquared Custom Report

Click the your own report link.

LeadSquared Custom Dashboards

Enter the following details in the pop-up and click Save when you’re done. –

  • Report URL – The URL where your report will be retrieved from.
  • Report Height – Lets you configure the display size of the report.

Note: You can even add the SIERA Dashboard to Your LeadSquared Dashboard  –

  1. Navigate to Reports>SIERA>Dashboards>All Dashboards.
  2. Click on the siera sales dashboard copy link icon icon againt the SIERA Dashboard and click Copy Embed URL.
  3. Paste the link in the Report URL field.

LeadSquared Custom Dashboards

 

4. Mark a Dashboard as Default

Click the following icon to set a dashboard as default –

LeadSquared Custom Dashboards

 

Any Questions?

If you have questions, let us know in the comments section. We’ll get back to you as soon as we can.

Setup Criteria of Lead Engagement Scoring

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1. Feature Overview

LeadSquared provides 3 core lead qualification metrics – the lead quality score, the lead score, and the engagement score.

While the quality score helps you identify your ideal customer persona, the lead score and engagement score indicate the level of interest your leads demonstrate in buying your product/service.

The lead score and engagement score are both calculated by assigning points to your lead’s actions/activities (e.g., responding to your email campaigns, visiting your website/landing pages, etc.). The lead score is the sum of all the activity points throughout the lead’s history, while the engagement score is the sum of a select few activities within a short period.

The engagement score tells your sales team which leads are the most likely to buy your product or service right now. You can customize the engagement score by defining the time period, the activities you declare most valuable, and the lead stages you want to include.

LeadSquared Lead Score

 

2. Criteria for Engagement Scoring

The engagement score is computed based on –

  • Activity Period (in days): The number of days you want to include in the calculation of the engagement score. The default value is 30 days.
  • Lead Stages to include: The lead stages to include in the calculation of the engagement score.
    The default value is set as all the active lead stages in your account excluding the final stage (since the last active stage is usually a Customer/Client/Sign-up etc).
  • Lead Activities to include: The activities to include in the computation of the engagement score. For example, website visits, email opens, email link clicks, inbound phone calls, etc. To customize the score/points attributed to each activity, see How to Edit an Activity Score.

LeadSquared Lead Criteria

 

3. Set Up Engagement Scoring

  1. Navigate to My Profile>Settings>Lead Prioritization>Engagement Scoring.
  2. On the Engagement Scoring page –
    1. Enter the Activity period (number of days) for which you want to calculate the engagement score.
    2. The maximum limit is 366 days. Select the check box for Lead Stages to include in the calculation for engagement score.
    3. Now select the Lead Activities to include to calculate the engagement score.
  3. Click Save to save changes.

LeadSquared Lead Engagement Score

 

4. Next Steps

You can make use of Engagement Scoring in the following ways –

  • Advanced Search to find the leads that are most/least engaged.
  • Create lists of engaged/disengaged using Manage Lists. You can send out email campaigns, run automation, perform tasks based on these lists.
  • Use Smart Views to target leads based on Engagement Scores.

 

5. FAQs

Why is the Engagement Score not updated correctly in the Lead VCard?
Engagement Scores are not updated in real-time. They are calculated once every hour, so recent lead activity may not reflect immediately. Check back after some time to see the updated score.

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section.