Contacts, New Leads, and New Clients Dashboard widgets


This article applies to:

The Contacts, New Leads, and New Clients widgets on your Dashboard make it easy to see changes in your contact list size. These widgets report crucial metrics for your business and can help you identify where you can focus to continue to grow your business. 

All Contacts – The total number of contacts currently in Keap.

New Leads – The total number of contacts marked with contact type of "Lead" within the given time frame chosen in the filter dropdown.  
Note: This widget reports when contacts were marked with the contact type of "Lead", not when the contacts were added to Keap.

New Clients – The total number of contacts marked with the contact type of "Client" within the given time frame chosen in the filter dropdown.
Note: This widget reports when contacts were marked with the contact type of "Client", not when the contacts were added to Keap.


FAQs

I added a lead, but the dashboard widget doesn't reflect that. Is it broken?
The widgets take about 2 minutes to update, so changes will not be reflected immediately. 

Can I choose which date range the widget displays data for?
Yes, you can choose to display data from the last 7, 14, 30, or 60 days.

What's the percentage below the widget's total? How does it work?
This represents the percent change for the selected data range. For example, when your widget's date range is set to display data from the last 7 days, the percentage is comparing the number of contacts added in the last 7 days to the number of contacts added in the 7 days prior to that period (essentially comparing one week against another).