Reports
July 9, 2025

Access Lead Details Instantly with Clickable Dashboard Counts

The Lead Dashboard has been enhanced to allow users to click on dashboard counts and view the underlying leads directly. This gives teams deeper visibility into lead data without needing to run additional reports.

Key Highlights:

  • Interactive Counts: Click any number in the dashboard to instantly access the full list of leads contributing to that metric.

  • Granular Visibility: Drill down into leads to review details and take follow-up actions immediately.

  • Availability: Clickable functionality is currently available for dashboards showing data by Lead Created Date.



Note:
The clickable option is not yet available for “Lead Modified Date” or “Lead Last Modified Date” views due to data complexity.

Version: v11.7

Pankaj Kumar
Product Manager