Watch our thorough, in-depth functionality testing of every part of the Reports feature.
In this video you will learn how to:
- Explanation of Matters Added section
- Explanation of Pipeline Value section
- Explanation of Conversion Rate
- Show Matters added graph and how to switch between all matters to only some to have specific graph analytics on a single matter (switch between graph and pie chart
- Same for Pipeline value
- Same for conversion rate
- Show tables and how to read them for lead source, matter type, and both.
- Apply filters
- Explanation and view of referral report