Buildertrend Project Manager Certification Practice Exam

Question: 1 / 400

What does the lead dashboard primarily track?

Employee workload

Status and progress of sales leads

The lead dashboard primarily tracks the status and progress of sales leads, which is crucial for managing and optimizing the sales process. This dashboard serves as a central hub for sales information, allowing project managers and sales teams to monitor how potential clients are progressing through the sales funnel. By tracking metrics such as lead sources, follow-up activities, conversions, and overall engagement, it helps in making informed decisions about where to focus sales efforts and how to tailor communication with leads.

This level of insight enables teams to quickly identify which leads require immediate attention or further nurturing, thereby improving overall sales efficiency and effectiveness. By having a clear picture of the sales landscape, project managers can strategically allocate resources and efforts to ensure higher conversion rates and better customer relationship management.

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Inventory levels

Client payment histories

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