LeadSquared Analytics Overview – Reports and Dashboards

In this quick overview, you’ll learn how to navigate the Analytics section.

What you’ll learn in this video:

• How to use Reports to dig into CRM data and uncover insights
• How to create, filter, and schedule reports for automated delivery
• How to design Dashboards with charts, tables, KPIs, and global filters
• How to manage visibility with Profiles, ensuring the right users see the right data
• How to pin, share, and export reports & dashboards with ease