Purpose: The Leads Added Dashlet shows a summary number or trend over time of new leads that have been added to your Kizen account. The dashlet is not cumulative and shows leads added within a specific range (day/week/month)

TABLE OF CONTENTS

• Add Leads Added Dashlet
• Reading the Leads Added Dashlet

Add Leads Added Dashlet

1. Navigate to Dashboard tab in your Toolbar

2. Click Add Dashlet

3. Select Marketing

4. Select Leads Added

Hint: Create a separate Dashboard to track all Lead Source insights in one place. Learn how to Add a Dashboard here

5. Select Objects: choose the objects that you track leads on, for example, Contacts and Sales Pipeline deals.

6. Select Value to Display - by the number of lead records or value

Note: The value option is only available on the objects where records have an assigned value (e.g. Sales pipeline)

7. Apply Dashlet filters (optional)

Note: Dashlet filters can be only applied if one object is selected

8. Select summary or trend format. Move the toggle to add a historical comparison

9. Name Your Dashlet (optional)

10. Click Add

Reading the Leads Added Dashlet

3. Use the trend dashlet by # of records and a trend chart by values side by side to analyze leads quantity vs value

Hint: Apply the Calendar filter to select a specific time window

Related articles

• Filter Contacts or Custom Object records by Lead Source
• Lead Sources Overview
• Other Lead Sources Analytics: 
  • Dashlets: Leads added by Source
  • Dashlets: Lead Sources Breakdown Over Time