Help financial advisors manage their lead pipeline. Show stalled leads needing immediate action, identify high-opportunity lead and referral sources, visualize the lead funnel, track conversion rates by product/time/touches, and show pipeline trends over time.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services Add-on License. |
Learn about the key metrics on the Client Acquisition dashboard.
| Metric | Description |
|---|---|
| Average Age Days | Average age, in days, of currently open leads/referrals. |
| Average Time to Convert Days | Average of days between creation and conversion dates for converted leads with status of Qualified. |
| Average Touches to Convert | Average touches per lead. |
| Conversion Rate | Converted leads / processed leads. |
| External Referrers | Number of leads marked Referred by Contact. |
| Internal Referrers | Number of leads marked Referred by User. |
| Newest Lead/Referral Days | Age of the newly added lead or referral. |
| Oldest Lead/Referral Days | Age of the oldest lead or referral. |
| Open Leads/Referrals | Count of leads with status other than Closed–Not Converted or Qualified. |
| Processed Leads/Referrals | Count of leads with status of Closed–Not Converted or Qualified. |
| Total Converted | Count of converted leads with the status of Qualified. |
| Total Disqualified | Count of leads with status of Closed–Not Converted. |
| Total Leads/Referrals | Count of leads. |
| With Activity in 30 Days | Count of leads with status other than Closed–Not Converted or Qualified and with an activity in the last 30 days. |
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