SalesEdge.io Update: Instantly Reveal Lead Value and Source—Drill Down for Precise Insights

SalesEdge.io Update: Instantly Reveal Lead Value and Source—Drill Down for Precise Insights

We’re excited to introduce powerful updates to the Lead Source Report in SalesEdge.io, making it even easier for coaches and consultants to track where leads come from and how much they’re worth—right from your dashboard.

Here’s what’s new and how it can help you:

• See the faces behind every number: Now you can click on any lead count in the report—such as Total, Open, Won, Lost, or Abandoned—and instantly view the specific opportunities that make up that total. No more guessing or manual searching.
• Value at every stage: The report displays the monetary value for Open, Won, Lost, and Abandoned leads—not just the overall total. This means you can quickly see the potential and real revenue each source brings.
• Spot missing sources with ease: The source filter now allows you to find leads with or without a recorded source by using “Is empty” or “Is not empty.” Any opportunities missing a source are now clearly marked as "N/A" so nothing falls through the cracks.
• Cleaner, mobile-friendly design: The table layout is now easier to read, with consistent row heights and columns that look great even on smaller screens.

How to use these features:

1. Add the Lead Source Report widget to your SalesEdge.io dashboard, or open an existing one.
2. You’ll see each source listed with both the number of leads and their value, broken down by status.
3. Click any colored number greater than zero to dive into the list of opportunities represented by that count.
4. To check for data quality, use the “Is empty” filter or review the "N/A" row to spot opportunities missing a source.

Why this matters for your business:

1. Instant clarity: Drill down from numbers to names and see exactly who your leads are without leaving the report.
2. Channel performance at a glance: Quickly compare which marketing channels or campaigns are producing the most valuable leads—both in quantity and revenue.
3. Accurate reporting: Easily identify and fix leads that don’t have a source, so your reports and business decisions are always based on solid data.

Coming soon:

• We’re working on allowing you to choose a custom field as the revenue source in the Lead Source Report, providing even more flexibility.

Good to know:

• Lead values are visible only to users with permission to view them.
• Clicking on any count greater than zero allows you to see the underlying leads instantly.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.