CoreLogic360 · IWS Sales — Business Dashboard

Closed-won revenue

Closed-won revenue, on the date the deal closed

Lead status

Where the leads created in this range sit today

Lead source → revenue

What actually produces sales, ranked by closed-won revenue

Revenue reconciliation

Invoiced sales from QuickBooks, by customer

Open pipeline by stage

Deals created in this range that are still open today, ranked by value. Sugar keeps no stage history or stage order, so this is ranked by dollars rather than shown as a sequence.

Closed-won by month

What sales booked, on the date the deal closed

Models and brands

Every line you sell, ranked by closed-won revenue in this range

Lead volume by month

New leads created, with the share that converted

Dormant leads by age

How old the inactive leads are. Age decides whether a lead is worth a call or an email.

Salesperson performance

Leads and new opportunities created in the range; wins, win rate, and time to close for deals closed in it. Rows marked system are shared or unassigned records, not a person.

Channel spend & cost per lead

Ad performance across every paid channel

Booked vs invoiced

Sugar counts what sales booked when a deal closed. QuickBooks counts what accounting invoiced. The two measure different things, so they will not match.

Sales by customer

Every customer on the current QuickBooks report

Traffic

Sessions, visitors, and conversions from Google Analytics

Conversions by event

Every event GA4 recorded, and which of them count as conversions. If a form or call tag stops firing, its row is where it shows.

Landing pages

Where sessions start, ranked by volume

Where visitors come from

Every channel driving traffic, ranked by sessions

Source and medium

The full referrer detail behind those channel groups

Devices

How visitors reach the site

Cities

Top locations by sessions

CoreLogic360 · IWS Sales — Business Dashboard

Closed-won revenue

Lead status

Lead source → revenue

Sales by division

Revenue reconciliation

Open pipeline by stage

Closed-won by month

Models and brands

Lead volume by month

Dormant leads by age

Salesperson performance

Channel spend & cost per lead

Booked vs invoiced

Sales by customer

Traffic

Conversions by event

Landing pages

Where visitors come from

Source and medium

Devices

Cities

Google Search performance

Search queries

Landing pages from search

Devices

Countries

Google Business Profile