Dashboard Count

Overview

The Total Customers and Total Leads counts displayed on the Dashboard have been updated to better reflect your customer and lead records.

Total Customers

The Total Customers count includes customers with the following statuses:

• Active

• No Portal

• Pending

• Completed

• Suspended

• Inactive

• Cancelled

Note: Leads are not included in the Total Customers count.

Total Leads

The Total Leads count includes records with the following statuses:

• Prospect

• Current Lead

• Archived Lead

These updates provide a more accurate overview of your customer base and lead pipeline directly from the Dashboard.

Customer Screen Count 

Overview

The customer count displayed at the top of the Customers screen has been updated to provide a clearer breakdown of your customers and leads.

Use the information below to understand what is included in each count.

All Customers

The All Customers count includes customers with the following statuses:

• Active

• No Portal

• Pending

• Completed

• Suspended

• Inactive

• Cancelled

Note: This count does not include leads.

Active

The Active count includes only customers who are currently in Active status.

These are customers who are actively being worked on within the software.

No Portal

The No Portal count includes only customers who are currently in No Portal status.

These are customers who have not yet been given access to the Client Tracking Portal.

All Leads

The All Leads count includes all lead records, including:

• Prospects

• Current Leads

• Archived Leads

Note: Leads are not included in the All Customers count.

Summary

The updated customer counts make it easier to quickly understand your customer database at a glance:

• All Customers – All customer records (excluding leads)

• Active – Customers currently in Active status

• No Portal – Customers currently in No Portal status

• All Leads – Prospects, Current Leads, and Archived Leads

This update provides a more accurate overview of your customer and lead totals directly from the Customers screen.