Leads
Tracks the quantity, quality, freshness, and pipeline health of leads generated by partner accounts through the platform.
Description
Provides a comprehensive view of the leads pipeline across partner accounts, measuring total volume, stage progression (New → Working → Qualified → Closed), lead freshness, and account-level response metrics such as average response time and acknowledgement rate.
It also attributes leads back to the campaigns and content that generated them, helping tenant administrators measure the downstream ROI of their marketing enablement activities.
Lead attribution supports three models selectable via a dropdown: First Touch (credit goes to the first campaign or content the lead interacted with), Last Touch (credit goes to the most recent interaction before conversion), and Linear (credit is distributed equally across all interactions).
Filter Options
Date Range (date picker)
Account Group
Account Profile
Account Region
Account Country
Test Account Indication
Tab 1 — Leads Overview
| Section | What It Shows |
|---|---|
| Accounts by Stale Leads | Ranked list of accounts with the most stale (inactive) leads |
| Accounts by Total Leads | Ranked list of accounts with the most leads in total |
| Lead Freshness Donut | Breakdown of total leads by freshness tier: Fresh, Warm, Cool, Stale (with % and count) |
| Lead by Stages | Count of leads at each pipeline stage: New, Working, Qualified, Closed — with 7-day trend indicators |
| KPI Cards | Portfolio Freshness %, Qualified Rate %, Accounts with Leads, New Leads, Total Leads — each with period-over-period % change |
| Report Summary | Narrative on total pipeline size, stage distribution, and qualified rate |
Tab 2 — Health and Attribution
| Section | What It Shows |
|---|---|
| Campaign Performance | Top campaigns ranked by leads generated (First Touch attribution model) |
| Content Performance | Top content items ranked by leads attributed (First Touch model) |
| New Leads by Month | Monthly bar chart with a toggle allowing the user to view total leads, new leads, or leads in a specific pipeline stage (New, Working, Qualified, Closed) |
| Lead Freshness Tiering Table | Matrix showing lead freshness (Fresh/Warm/Stale) crossed with pipeline stage (New/Working/Qualified/Disqualified) |
| KPI Cards | Avg Lead Score, Avg Activity/Lead, Scored Leads count, Healthy Accounts % — each with period-over-period % change |
| Report Summary | Narrative on lead scoring health, activity rates, and portfolio quality |
Tab 3 — Account Performance Summary (detail page)
| Section | What It Shows |
|---|---|
| Account Performance Table | Per-account row: Account ID, Account Name, Total Leads, Qualified Leads, Stale Leads, Avg Lead Score, Avg Response Time (hours), Acknowledgement Rate |