All Categories Lead Module (CRM) Widgets - Lead Module

Widgets - Lead Module

The widgets on the lead module will help you analyze your deals and leads, It offers a range of reports and graphs that deliver actionable insights into your business performance.

Customizing access to these widgets based on member roles ensures that not everyone can access them. Additionally, you can apply various filters within the widgets to display data for different time periods.

Some of the filters are:

  • Current month

  • Last month

  • Last 3 months

  • Last 12 months

  • Custom Range

You can set a default filter for each widget, enabling you to adjust timeframes for individual widgets based on your preferences and save these customized settings directly within the widget.


This guide will help you understand the main purpose of each widget and offer instructions on how to add or remove them within the Lead Module.

Adding Widgets to the Lead Module

1. Click the upper-right button


2. Click on Add Widget


3. Select the lead category and the widget and then click "Add"


Remove a Widget

Click on the garbage icon to delete a widget


Lead Widgets

1. New Leads

Objective: This widget offers a comprehensive means to assess the number of new leads added and the variance compared to the previous period

This widget tracks the volume of new leads during a designated time interval and assesses the growth percentage relative to the prior month. It automatically includes each new lead as it is generated.


2. New Deals

Objective: For each widget you have, you can establish a default filter. This feature tracks every new deal entering your pipeline, allowing you to monitor daily progress based on your team's activities.

When a new deal is added to your CRM, it will be listed here, showing the deal's name, its value, and the date it was created.


3. Won Deals

Objective: For every widget you have, you can set a default filter to display all the successful deals using the main filter and easily compare them to the results from the previous month.

Each time you classify a deal as "won," it records the date you marked it as a success. To put it simply, if you initially expected the deal to close in October but marked it as 'won' in September, it will be counted as a win in September, not October.


4. Won Deals (12 Months)

Objective: This widget displays a graph illustrating the number of deals you've successfully closed, allowing you to make comparisons over a 12-month period.

Each successful deal you close will be recorded on this bar graph, enabling you to analyze your achievements in greater detail.


5. Pipeline Deals

Objective: Discover the number of deals you've conducted within your chosen time frame. The system will also contrast this with the previous period, highlighting any increases or decreases and providing the percentage change.

When a new deal is generated, it will be registered into the current month's accounting and included in the pipeline. However, deals that have already concluded, whether as successful wins, losses, or abandonments, will not be considered in the pipeline sales count.


6. Source of Contact

Objective: This widget provides your business with a simple way to identify the method of contact of your leads and assess the return on investment (ROI) for each of these channels.

When you add a new lead and indicate how you made initial contact with them,, this contact method will be saved. Later, when you generate a deal, the widget will show the same contact source.


7. Top 5 Deals (Won)

Objective: This widget displays the top 5 deals of the month, ranked by revenue, to give you an overview of your business performance.

This widget will present the top five deals currently, ranked by their deal amounts.


8. Abandoned Deals

Objective: Utilizing this widget, you can view all the unsold deals within a specified timeframe.

Whenever a deal is unsuccessful and marked as 'abandoned,' it will be displayed in this widget. This widget offers an overview of all deals that didn't succeed within a particular time frame.


9. Abandoned Reasons

Objective: The Abandoned Reasons Widget provides insights into why potential leads decide not to engage in business with you. It's a tool for identifying the reasons behind unsuccessful deals, enabling you to develop strategies for improvement and prevention.

When a deal is categorized as 'abandoned' and a specific reason is selected, it will be recorded within this widget.


10. Created vs. Won Deals

Objective: It displays a visual chart that allows you to track the number of new deals created versus those marked as 'won' within the current timeframe.

Each time you add a new deal, it creates a distinct record for it. Similarly, marking a deal as 'won' generates a separate record.


11. Sales Forecast

Objective: This widget helps you to stay informed about your present sales forecast for potential deals that you may close in the future, while also allowing you to monitor your current sales progress.

Each time a deal is created, including the associated amount and date, it is automatically documented in the sales forecast. This functionality allows you to review anticipated sales for future months, the current month, as well as past months. It offers a comprehensive overview of your current sales performance and insights into what you can expect in the days ahead.


12. Lost Deals

Objective: Using this widget, you can view all the deals that didn't work out during a specific time period.

When a deal doesn't go as planned and is labeled as 'lost,' you'll find it displayed in this widget. This widget offers a summary of all the unsuccessful deals that occurred within a chosen time frame.


13. Lost Deals (12 Months)

Objective: This widget presents a bar graph illustrating the number of lost deals, enabling you to make comparisons over a 12-month period.

This bar graph records every deal that didn't succeed, offering you a more comprehensive perspective over an extended timeframe.


14. Lost Reasons

Objective: Gives a comprehensive analysis of the reasons for the unsuccessful of your business deals.

Whenever a deal is categorized as "lost," and you specify the reason, that cause will be recorded within this widget.


15. Time Per Stage

Objective: This widget offers the capability to determine the duration it takes for a deal to progress from initiation to closure within your sales pipeline, with the timeframe varying according to the specific deal category. By utilizing this functionality, you can gain a clearer understanding of which deal types are experiencing slower progress and identify areas for potential improvement.

Osmos will monitor the duration your deals remain in each stage, totaling the days based on your deal types and stages.

For example: If a deal is currently in a 10-day follow-up stage, the duration allocated per stage is also 10 days. This duration is determined as an average, taking into account the total time spent on deals within that specific stage. To calculate the average time, you sum the time spent on all deals in that stage and then divide it by the total number of deals within that stage.


16. Deals Won by Member

Objective: Facilitates the assessment of each team member's performance by tracking the number of deals they have won within a specific time frame.

Every time a team member successfully closes a deal, it will be registered and included in this widget.


17. Deals Per Member

Objective: Simplifies the process of evaluating each team member's performance by keeping a record of the deals they have added.

Each time a team member enters a deal, it will be registered and included within this widget.


18. Activity Report

Objective: Offers an extra evaluation of the tasks executed by your team.

Each time a team member generates an activity associated with any lead, it will be recorded and added to this widget.


19. Goals

Objective: Identify your most significant goals and offer real-time monitoring as you progress toward accomplishing them.

When you establish a goal in the designated goal section, it generates a widget. This allows you to monitor and keep track of your goals every time you log in to your Osmos workspace.


20. Conversion

Objective: Gives a clear indication of your effectiveness in converting leads into won deals, showcasing the ratio of deals that enter your pipeline and the number that ultimately results in successful sales.

This evaluation will assess the contrast between generated deals and those that have been won, illustrating it as a percentage. A higher percentage reflects your effectiveness in closing deals. In many business contexts, achieving a percentage in the range of 20% to 40% of your leads is indicative of strong performance.


21. Deals by Type and Stages

Objective: Provides a visual representation of deal types and their respective quantities, as well as offers the option to explore more extensive insights into the distinct stages of these deals.

The central graphic will show the quantity of deals categorized by deal type. When you click on it, you will access a detailed representation of how these deals advance through various phases within a sales funnel.