At the top of the Leads page, four cards summarize your pipeline: how much potential value you have in active leads, how many leads have converted or were lost, and how many new leads you’ve gotten recently. These numbers help you prioritize follow-up and track progress.Documentation Index
Fetch the complete documentation index at: https://docs.firstrespondershub.com/llms.txt
Use this file to discover all available pages before exploring further.
The four cards
Active pipeline
- Top number — Total value (in dollars) of all leads currently marked Active, based on the program tuition for each lead.
- Subtitle — “Active pipeline” and the count of active leads.
Converted
- Top number — Count of leads marked Converted (enrolled or purchased).
- Subtitle — “Converted” and “Successfully enrolled.”
Lost
- Top number — Count of leads marked Lost (no longer pursuing).
- Subtitle — “Lost” and “No longer pursuing.”
New leads
- Top number — Number of new leads in the last 7 days.
- Subtitle — “New leads” and “X last 7 days, Y last 30 days.”
How to use the metrics
- Follow up on active pipeline — Use the Leads table filtered to Active to work through your list and update status or add notes.
- Measure conversion — Compare Converted count over time and against New leads to see how well you turn interest into enrollments.
- Keep the pipeline clean — Mark leads as Converted when they enroll or Lost when they’re no longer interested so the Active pipeline and counts stay meaningful.