# Read the Marketing Dashboard

Use site, date, and traffic filters to understand leads, partial submissions, visitors, funnel progress, and sources.

Reviewed 2026-09-02

## 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.