Set the scope
Open Marketing and select Dashboard. Confirm the website, date range, and traffic filters before reading a total or comparison.
Read the summaries
- Leads are completed submissions in the selected scope.
- Partials are incomplete submissions with meaningful progress.
- Visitors show qualifying website activity in the selected scope.
- Funnel groups progress by visible form step.
- Sources summarize the attribution information available for the selected activity.
Open the supporting view
Use a dashboard summary to navigate to the relevant list. Confirm the same filters in the supporting view before comparing counts.
Interpret carefully
A visitor is not automatically a known person, a partial is not a completed lead, and an attributed source may be incomplete. Use the visible record and status rather than inferring identity or intent.
Verify a surprising result
Confirm the site and dates, remove one filter at a time, refresh the view, and compare with the supporting list. Record the visible filters when asking for help.