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 
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