Customer Acquisition Dashboard
Prioritize new business by instantly highlighting open leads and referrals that require immediate follow-up or show no recent activity. Analyze key metrics like lead age, total interactions, and conversion performance and optimize your pipeline. Evaluate lead source effectiveness and track acquisition trends to focus resources on the most profitable channels for growth.
Required Editions
For example, a retail personal banker can use the Customer Acquisition dashboard to prioritize your follow-up efforts on high-potential leads. Review the leads/referrals needing attention section to identify prospects with no activity in 30 days or the oldest lead age. Use the leads and referrals details table to find the prospect's phone and email to mobilize immediate, targeted outreach and improve your overall conversion rate.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Financial Services Cloud Add-on License. |
Learn about the key metrics on the Customer Acquisition dashboard.
| Metric | Description |
|---|---|
| Total Open Leads/Referrals | Shows the aggregate number of all active leads and referrals currently in the sales pipeline. Use this metric to track the overall volume of new business opportunities the banker is managing. |
| No Activity in 30 Days | Shows the number of leads or referrals that have not had any recorded interaction within the last month. Use this metric to identify stagnant opportunities that need immediate outreach to re-engage. |
| Average Age (Days) | Shows the average number of days that open leads and referrals have been in the pipeline. Use this metric to measure the general efficiency of the acquisition process and identify bottlenecks. |
| Oldest Lead Age | Shows the age of the long-standing open lead in the current view. Use this metric to highlight the single most delayed opportunity for immediate review and action to prevent it from expiring. |
| Newest Lead Age | Shows the age of the most recently created lead or referral in the current view. Use this metric to acknowledge new opportunities and begin timely initial outreach. |
| Leads/Referrals Count | Shows the total number of new business opportunities. Use this metric to evaluate the total volume of prospects the banker is analyzing or managing. |
| Days Since Last Activity Group | Shows prospects categorized by the time elapsed since their last recorded touch point. Use this metric to segment the pipeline for targeted re-engagement strategies based on dormancy. |
| Distribution by Age Group | Shows a breakdown of leads and referrals grouped by the age in the pipeline. Use this metric to analyze the maturity of the pipeline and track how long prospects typically remain in various stages. |
| Age Group | Shows the time range categories used to group leads by how long they have been open. Use this metric to analyze and compare conversion performance across different maturity brackets. |
| Person Name | Shows the full name of the prospect or individual contact for the lead or referral. Use this metric to personalize communication and ensure accurate identification. |
| Status | Shows the current stage or state of the lead or referral in the sales pipeline (Open, Converted, Disqualified). Use this metric to track progression and determine the appropriate next action. |
| Rating | Shows a qualification score or assessment of the prospect's likelihood to convert (Hot, Warm, Cold). Use this metric to identify the quality of the lead and prioritize high-potential opportunities. |
| Created Date | Shows the date the lead or referral record was initially created. Use this metric to track the precise age of the opportunity and calculate other aging metrics. |
| Lead Age | Shows the exact number of days that the prospect has been an open lead in the pipeline. Use this metric to measure the time a prospect spends in the acquisition process. |
| Days Since Last Activity | Shows the number of days that have passed since the most recent interaction with the prospect. Use this metric to monitor engagement levels and ensure timely follow-up. |
| Lead Source | Shows the origin or channel from which the prospect was acquired (Website, Referral, Campaign). Use this metric to evaluate the effectiveness of different marketing and acquisition channels. |
| Phone | Shows the primary contact phone number for the prospect. Use this metric to initiate immediate, direct outreach for follow-up. |
| Shows the primary contact email address for the prospect. Use this metric to initiate immediate, direct outreach for follow-up. | |
| Total Interactions | Shows the cumulative number of calls, emails, and other activities recorded for the prospect. Use this metric to assess the depth of engagement and track the effort invested in the opportunity. |
| Annual Revenue | Shows the reported or estimated yearly income of the prospect's company or the individual. Use this metric to calculate the potential financial value of a converted customer. |
| Total Leads/Referrals Received | Shows the total number of new opportunities entered into the pipeline over a specified period. Use this metric to track the input volume of the sales funnel. |
| Total Leads/Referrals Accepted | Shows the count of opportunities that were successfully qualified and moved forward. Use this metric to measure the quality of incoming leads and the initial qualification rate. |
| Lead Source | Shows the specific origin channel, such as Social Media or Partner Referral. Use this metric to identify the single most effective or largest contributing channel. |
| Lead Count | Shows the number of prospects associated with a specific lead source, status, or other filter. Use this metric to quantify performance metrics across various segments. |
| Total Converted | Shows the total number of leads and referrals that successfully became customers or accounts. Use this metric to measure the ultimate success rate of the acquisition process. |
| Total Disqualified | Shows the total number of leads and referrals that were removed from the pipeline because they did not meet qualification criteria. Use this metric to analyze the reasons for lost opportunities. |
| Acquisition Activity Trend | Shows the number of prospects created, converted, or disqualified over a given time period. Use this metric to visualize changes in the sales funnel's velocity and efficiency. |
| Select Duration | Shows a filter option that allows you to specify a time frame for the displayed data. Use this metric to tailor the analysis to relevant historical or recent periods. |
| Leads/Referrals | Shows the total number of open or closed opportunities within the selected time frame. Use this metric to provide a quick summary of the total prospect volume for the period. |
| Created Date(Year-Month) | Shows the time bucket used for trending the data, grouping records by the month and year they were created. Use this metric to analyze performance on a monthly and annual basis. |
| Current Lead/Referral Status | Shows the breakdown of all opportunities by their current stage in the pipeline. Use this metric to visualize the current health and composition of the sales funnel. |
| Status | Shows the specific stage of a prospect in the sales cycle (In Progress, Follow Up, Converted). Use this metric to track the flow of opportunities through the pipeline. |
| Start State | Shows the initial or beginning status of a lead or referral when it entered the system. Use this metric to track the quality and nature of the initial intake. |
| Count | Shows the number of leads or referrals within a specific status or group. Use this metric to quantify the volume at each step of the acquisition process. |
| Leads/Referrals Accepted | Shows the total count of initial opportunities that were deemed valid and entered the working pipeline. Use this metric to track the initial quality. |
| Total Converted | Shows the total number of leads and referrals that successfully become customers or accounts. Use this metric to measure the ultimate success rate of the acquisition process. |
| Converted Rate Percentage | Shows the percentage of accepted leads and referrals that ultimately resulted in a converted customer. Use this metric to benchmark the overall efficiency of the sales and acquisition process. |
| Average Touches to Convert | Shows the average number of interactions (calls, emails, tasks) required to successfully convert a prospect. Use this metric to determine the typical effort needed for a successful acquisition. |
| Average Time to Convert (Days) | Shows the average number of days between the created date and the conversion date. Use this metric to benchmark the speed of the sales cycle. |
| Conversion Rate Trend | Shows the conversion rate percentage tracked over time, often by month or quarter. Use this metric to visualize whether the conversion performance is improving or declining. |
| Conversion Date (Year-Month) | Shows the time used for trending conversion data, grouping records by the month and year they were converted. Use this metric to track the historical success of the pipeline. |
| Touches to Convert | Shows the count of interactions required for an individual lead to reach the converted status. Use this metric to analyze the specific effort required for a successful conversion. |
| Count of Leads/Referrals | Shows the number of prospects within a specific group. Use this metric to quantify performance metrics across various segments. |
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