A list of sales leads
View Name: vw_KPILead
Filter: n/a
Features: Company
Transactional: Yes, by LeadDate
| Field | Type | Description |
|---|---|---|
| LeadID | int | Sales Lead ID |
| LeadDate | datetime | Sales Lead Date |
| CompCode | varchar | Company Code |
| LeadStatus | varchar | Sales Lead Status |
| LeadType | varchar | Sales Lead Type |
| SalesPerson | varchar | Account Manager Code |
| StageCode | varchar | Lead Stage Code (sales funnel/probability stage) |
| SalesValue | money | Sales Value (estimated total lead value) |
| ProbValue | float | Probability Value (SalesValue * Probability) |
| ReferralType | varchar | Referral Type (see PV list for options) |
| Probability | float | Probability percent (based on lead stage) |
| AdvCrit | varchar | Lead Advance/Decline Criteria Code |
| AdvCritName | varchar | Lead Advance/Decline Criteria Name |
