Lead Performance Dashboard (Going Live for Beta)
Real Talk:
"The Real Talk" Performance Score: AI-driven 82% comprehensive performance assessment analyzing lead performance effectiveness
Actionable Insights Engine: Specific recommendations for improving conversion rates, response times, and lead quality
Metrics Cards:
Leads Created
Total count of new accounts created where the account received a lead stage tag. If viewing current month, count is always for last month.
Integrates with Goals section:
Green = goal met or exceeded
Red = below goal
Leads to Intro Offer
Percentage of leads who purchased an intro offer package. This represents the first conversion step from lead to paying customer. Leads received within the last 5 days are excluded from the calculation to allow for fair conversion opportunity.
Integrates with Goals section:
Green = goal met or exceeded
Red = below goal
Leads to First Visit
Percentage of leads who have had a first visit ever. Calculated as (16 leads who had first visit / 54 total leads created) x 100 = 30%. Leads received within the last 5 days are excluded from the calculation to allow for fair conversion opportunity.
Integrates with Goals section:
Green = goal met or exceeded
Red = below goal
Avg. Response Time
Measures the amount of time elapsed between when a lead is created and a human contact is recorded in the Lead Tracker. Possible contact includes email, text, phone call, or an in-person interaction note.
Integrates with Goals section:
Green = goal met or exceeded
Red = below goal
Graphs:
Conversion Funnel
New accounts created:
Total new accounts added in the timeframe, potentially some of which never make lead status.
Contacted:
Of the new accounts created, this means a human has reached out: non-automated email/text, inbox message, in-person interaction, or a logged phone call.
First Visits:
Of the new accounts created, number who have had a visit at any time.
Plan Purchased:
Of the new accounts created, number who have purchased a plan at any time.
Note: the timeframe shown is only used to determine the number of new accounts created. Contact, visits, and purchases are counted regardless of date.
Lead Sources
Show all lead source options: