> For the complete documentation index, see [llms.txt](https://help.ringtonic.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.ringtonic.app/guides/lead-overview.md).
# Lead Overview
The Lead Overview roll-up showing every client's leads, quotas, and status in one table
Lead Overview gives you a single, account-wide table of the leads delivered across **every client and campaign** — so you never have to click into each workspace to see how a client is doing. Set a weekly or monthly quota per campaign and Lead Overview flags at a glance who's ahead of pace and who needs attention.
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Lead Overview is available on the **Agency plan**. It rolls up data across all the workspaces you own. On other plans, opening the page shows a preview of the feature with an option to upgrade.
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Open the workspace switcher at the top of the left sidebar and choose **Lead Overview** — it's listed under **Agency**, above your workspaces. This takes you into the Agency area: the sidebar switches to agency-wide pages, with a **Workspaces** list for jumping straight into any client.
***
### How Leads Are Counted
A **lead** is a real, non-spam contact — combining both channels into one number:
* ✅ **Phone calls** — every tracked inbound call (a missed call still counts as a lead; the client can call back)
* ✅ **Web forms** — every non-spam form submission
Spam and junk are **removed from the lead count** and reported separately, so the number you see is business you actually delivered.
{% hint style="info" %}
**Robocallers don't count as leads.** Calls blocked by your [Spam Filter](/guides/campaigns.md#configure-simple-routing), and calls you've marked as junk, are excluded from the lead count and added to the **Spam filtered** figure instead. A single call that is both is only counted once.
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Times and day boundaries follow each campaign's timezone where possible. See [Campaign Timezone](https://help.ringtonic.app/guides/pages/VdOTbPSa6hi12UUj6ZLp#id-4.-campaign-timezone).
{% endhint %}
***
### Portfolio Scorecards
The cards at the top summarise your whole portfolio for the selected period:
| Card | What It Shows |
| --------------------- | ----------------------------------------------------------------------- |
| **Portfolio leads** | Total leads across every client, with the change vs the previous period |
| **Clients on target** | How many campaigns are meeting or beating their pace (e.g. "7 of 12") |
| **Spam filtered** | Total spam kept out of your reports — proof of the value you add |
| **Revenue** | Attributed deal value, when lead values are recorded |
***
### The Roll-Up Table
Each row is one campaign. Click a column header to sort; by default the campaigns furthest behind their goal appear first, so the ones needing attention rise to the top.
| Column | What It Shows |
| ------------- | ----------------------------------------------------------------------------- |
| **Client** | Campaign name and the client workspace it belongs to |
| **Leads** | Combined phone calls + web forms for the period |
| **Δ vs prev** | Change compared to the previous period, up or down |
| **Trend** | A sparkline of the last several periods so you can see the shape of the trend |
| **Goal** | A progress bar with the count and percentage (e.g. "34 / 50 · 68%") |
| **Status** | A colour-coded pace flag (see [Status Explained](#status-explained)) |
| **Spam** | The share of contacts that were filtered as spam |
**Drill into a row:** click the arrow on the left of any campaign to expand it and see the split — **Phone calls**, **Web forms**, and **Spam filtered** — plus a shortcut to set the quota.
***
### Setting Quotas
Quotas are the delivery targets you've agreed with a client. Once set, the campaign's **Goal** and **Status** are calculated automatically.
{% stepper %}
{% step %}
#### Open the quota editor
On any campaign row, click **Set quota** in the Goal column (or expand the row and click it there).
Setting a weekly and monthly lead quota inline from the table
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{% step %}
#### Enter your targets
* **Weekly target** — the number of leads expected per week
* **Monthly target** — the number of leads expected per month
Set either or both. The overview uses whichever matches the period you're viewing (weekly targets for "This week", monthly for "This month").
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{% step %}
#### Save
Click **Save**. The Goal bar and Status update immediately.
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You can also set quotas from the campaign's own settings page, or update several at once — whichever is quicker for you.
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***
### Status Explained
Status is **pace-aware**: it compares leads delivered so far against what should have been delivered *by this point* in the period — not the full-period target. That way a campaign three days into the month isn't unfairly marked "behind."
| Status | Meaning |
| ----------------- | ------------------------------------------------------------------- |
| ▲ **Over target** | Comfortably ahead of pace — a candidate for an upsell or case study |
| ● **On track** | Meeting or beating the expected pace |
| ◆ **At risk** | Slightly behind pace — worth a look |
| ▼ **Behind** | Well behind pace — needs attention |
| **No quota** | No target set yet, so pace can't be measured |
Each status pairs a colour with an icon and label, so it stays clear even at a glance.
***
### Filtering & Grouping
Use the toolbar above the table to focus the view:
* **Period** — switch between **This week**, **This month**, and **This quarter**
* **Status filter** — choose **All statuses**, or narrow to just **Off-target only** (Behind + At risk) to get a short action list
* **Group by client** — group campaigns under their client workspace, handy when a client has several campaigns
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The status filter and grouping update instantly without reloading. Changing the period refreshes the figures.
{% endhint %}
***
### On Mobile
On a phone, the table becomes a stack of cards — one per client — showing the lead number, trend, goal progress, and status, so you can check performance on the go.
***
How Lead Overview relates to Scheduled Reports
Lead Overview is your **internal, at-a-glance** view for managing the whole portfolio.
To send those numbers **to your clients** automatically as a branded email, use Scheduled Lead Reports — they use the same lead definition and quota pacing.
1. Set your quotas in Lead Overview.
2. Create a scheduled report per client so they receive a weekly or monthly snapshot.
{% content-ref url="/pages/vl07skrvEHJqpF1xlTda" %}
[Scheduled Lead Reports](/guides/scheduled-reports.md)
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{% content-ref url="/pages/FqrMOC4HeyPH7W0Eqtdm" %}
[Analytics](/guides/analytics.md)
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