---
title: "Lead Dashboard Report"
description: "Gives you a clear snapshot of how your business is performing"
url: https://help.boxly.ai/en/articles/10182703-lead-dashboard-report
collection: "Reporting"
updated: 2026-11-09
language: en
---

# Lead Dashboard Report

Gives you a clear snapshot of how your business is performing

> **Info:** [Latest Reporting Update](https://help.boxly.ai/en/articles/10182703-lead-dashboard-report.md#heading-7-updates-in-your-dashboard-report): **15/10/2025**

## How to find your Dashboard Report

* * *

✅ Click on the **Reporting icon** in your left toolbar  
✅ In the dropdown list of reports you’ll see on the left, click on the Dashboard Report to explore.

![](https://staticfiles.gleap.io/ghelparticle/vYY6TBF5EZ7lkXD7FBOErC5OBIlvruwHebUKjxIqMaUo6zuVYTcH69xoahQUmDlpUpIW1Oj5knA.png)

#### ✨ Interactive Dashboard

The **updated** dashboard gives you a clear **snapshot** of how your business is performing. It uses the same date filters as in the list view, so everything stays consistent.

> **Info:** **Report Refresh:** Your report will state when it was last refreshed at the top right.
>
> For example it will say something like:
> **Last refreshed: 7 minutes ago**

## Dashboard Components

* * *

Your dashboard gives a quick view of how things are going. Apply a date filter, and everything updates to show all relevant info.

**Clickable Items:** If an item has a **subcategory**, it will be displayed in a list format, you can simply click on it to explore further. For example, if you click on “**Other**” or “**Spam**”, you will see all the subcategories underneath and drill down into the actual leads in that category.

All of the data below will update according to the date filters applied:

-   **Incoming**: Displays all leads that entered the platform.
    
-   **Spam**: Shows all leads moved to spam, either automatically or manually.
    
-   **Other**: Leads marked by AI as not actual new customers, AI labels them as **“Other”**.
    
-   **Bin**: Leads that were binned.
    
-   **Qualified Leads:** All leads left after removing **Spam**, **“Other”,** and **Binned** from Incoming.
    

![](https://staticfiles.gleap.io/ghelparticle/GqWHda8Vc7yOJdBF41UP8iVW7WiAKwTvJcyWqSHZNB5HjPNtInEANnOi4PXMRVJiWDacyBhhv0U.png)

### Filtering your Dashboard Report

![](https://staticfiles.gleap.io/ghelparticle/aeK0Ad9JOTEGk2uJ6RQAPdqHILjQ5lFlkATdeXgtkkR4KhvQyPMgHuhTm4tnjXi0ADLWSU7yg1k.gif)

✅ Click on **“Add Filter”**  
✅ Select the filter you want applied, like Sources  
✅ The Filter’s options will appear next to **“Add Filter”,** select the specific filter within the category you chose. You can choose as many as you want.  
✅ Click **“Apply Filter”** button on the right and your filter will apply to your report, when you’re done simply click on the red **“Clear Filter”** button that appears once you’re in a filtered view.

> **Location Filter:** Only applicable if you’re on the Multi-Location Plan
> 
> You can also filter your Dashboard by your locations.

### Filter by date

**New and Improved Date Filter/picker**  
A new and improved date filter makes it easier to select and reset date ranges, giving you quicker access to the data you need.

With **Predefined Date Ranges** you can easily choose from preset options like "Last 7 Days," "Month to Date," or "Year to Date" to instantly filter reports.

![](https://staticfiles.gleap.io/ghelparticle/ZMY33JiQvC8mZ2Z6Y6E8VNK7Itj0Ivnee4rdKSnq8kkwt5NGXuT95t1BGnfvWKatFNfo2MQ8JJ0.png)

✅ Click on **“Date: Last 3 months”,** the default time is **Year To Date**

✅ Select the date you want applied as follows:  
**1\. Date range -**  
**Options include:** Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Month To Date, Week To Date, Quarter To Date, Year To Date, Last Week, Last Month, Last 3 Months, Last 6 Months, and All Time  
**2\. Starting - Choose a date  
3\. Ending - Choose a date**

✅ Click the **“Apply”** button

Head over to the **Improved Reporting Filters & Share Functionality** article for more info!

[

Improved Reporting Filters & Share Functionality

Reporting that provides you with a better view of what’s going on in your business

](https://help.boxly.ai/en/articles/10182680-improved-reporting-filters-and-share-functionality.md)

## Lead Performance Reports

* * *

### Qualified Leads by Channel

![](https://staticfiles.gleap.io/ghelparticle/MRc3TF6NfCZLZq5fkjRpQWGqm932Dvu7Q1myWfarCAeAg2ho2oljkh8DsjyRdREMwOTR0LMV2Tz.png)

The “**Qualified Leads by Channel”** section of your reports show the number of leads remaining after removing spam, bin, and other leads.

✅ The leads are split into the channels they came through.  
✅ You can **click on each channel** to see the actual leads.  
✅ If a channel has sub-channels (e.g., Webform, Zapier, Email), these will be listed first. You can click on a sub-channel to see the leads in each channel.

**For example:** If you have **27 Webform leads** and **25 Facebook leads** in total, these numbers will **reflect** in the **Qualified Leads by Channel report** as shown above.

### Qualified Leads by Time and Source

![](https://staticfiles.gleap.io/ghelparticle/1SrIL9OIUZLuuxlN0hT0xS1MFLEjtrcyrTv7wi0EMGA9U6gcZKYwMGNwUJA2qR1ouQYLsU9Wcl7.png)

The **“Qualified Leads by Time and Source”** section of your reports display three key components:

✅ **Leads vs opening hours:** This report shows you how many leads come in during business hours versus outside business hours. If you have a vast amount of leads coming in outside of your opening hours your report will reflect this.

-   Click **"View Report,"** to see the details of the leads that came in during business hours and those that came in outside of business hours.
    

✅ **Top Leads Sorted by Sources:** Leads will be grouped by their sources, shown in order from **highest to lowest -** View which sources (Google, Facebook, etc.) bring in the most leads!

-   Click on **"View Report"** to see all lead sources first and then by clicking, they can view individual leads.
    

✅ **Paid vs Organic:** This section will display paid and organic leads - this helps you understand how many leads come from paid versus unpaid channels.

-   Click to see the **breakdown** into paid and unpaid leads.
    
-   Then click on **either option to explore the types** of paid or unpaid leads.
    
-   Afterward, you can view the **individual leads** to explore further.
    

## Updates in your Dashboard Report

* * *

> **Success:** We’ve updated how often reports refresh so data stays up-to-date and the system runs faster.
>
> Your data will now **Refresh every 10 minutes!**