Lead Performance Dashboard (Going Live for Beta)
Real Talk:
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"The Real Talk" Performance Score: AI-driven 82% comprehensive performance assessment analyzing lead performance effectiveness
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Actionable Insights Engine: Specific recommendations for improving conversion rates, response times, and lead quality
Metrics Cards:
Leads Created
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Total count of new accounts created where the account received a lead stage tag. If viewing current month, count is always for last month.
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Integrates with Goals section:
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Green = goal met or exceeded
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Red = below goal
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Leads to Intro Offer
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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.
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Integrates with Goals section:
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Green = goal met or exceeded
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Red = below goal
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Leads to First Visit
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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.
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Integrates with Goals section:
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Green = goal met or exceeded
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Red = below goal
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Avg. Response Time
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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.
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Integrates with Goals section:
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Green = goal met or exceeded
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Red = below goal
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Graphs:
Conversion Funnel
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New accounts created:
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Total new accounts added in the timeframe, potentially some of which never make lead status.
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Total new accounts added in the timeframe, potentially some of which never make lead status.
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Contacted:
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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.
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First Visits:
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Of the new accounts created, number who have had a visit at any time.
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Plan Purchased:
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Of the new accounts created, number who have purchased a plan at any time.
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Note: the timeframe shown is only used to determine the number of new accounts created. Contact, visits, and purchases are counted regardless of date.
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
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Show all lead source options:
