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How does lead forecasting work for performance add-ons

TL;DR

  • From the Membership Portal you can access the plan builder which allows you to build a custom membership plan tailored to your budget and goals

  • The 2nd step of the plan builder is to select Performance Add-ons where you can add additional discounted lead credit and PPC to your membership package

  • As you select your Performance Add-ons, the plan builder dynamically generates a forecast of the # of leads you are expected to generate based on your company's internal metrics

  • This article explains how the forecast works

To view your internal metrics that are driving the forecast, click 'edit metrics'

This will open the 'customize metrics' modal where you can view (and update) each of the metrics driving your forecast

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