---
title: Lead Performance Dashboard | Walla Support Center
description: lead performance dashboard
---

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June 12, 2026

# Lead Performance Dashboard | Walla Support Center

Lead Performance Dashboard (Going Live for Beta)

**Real Talk:**

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/upload_14360646501567596312-Apr-20-2026-09-09-47-4179-PM.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1839499755/be1907a53f90d1d59123204c3644/upload_14360646501567596312?expires=1776721500&signature=1175c77b4f270c7c745ea020a3bf86be7207d42184a849e66f2ee480a07cc2f8&req=dSgkH813lIZaXPMW1HO4zW7d1TC84GxshZ3pJKHRHGFZiIwNTMJuH%2B751Bwu%0ArZkhQaqGMQHYMnXZp84%3D%0A)

- "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:**

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/upload_10239774056935371703-Apr-20-2026-09-09-52-4927-PM.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1839499759/13edd03ea2694f53d277ead722f8/upload_10239774056935371703?expires=1776721500&signature=b7ae335c317ae4685e332408e8e4e7caa79ceb36774ba0967340d57debb6feb4&req=dSgkH813lIZaUPMW1HO4zbNQTrx5SHcQGsM6jsNKwwaqDOWlreIQa9duj06T%0AdqQYw9AkI1j5sA1O0V0%3D%0A)

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:**

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/upload_3090658741997158517-Apr-20-2026-09-09-57-6826-PM.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1839499765/9ec05d57bdb4ff5519b11b729a1a/upload_3090658741997158517?expires=1776721500&signature=ea5a351a2f06cc75d71475e3b90e15382b670964f7e9e980ada5b5c83f684a81&req=dSgkH813lIZZXPMW1HO4zYd7pmvfSgmVqnJcY2jwnnZDKSfu7AfulbGvozzT%0ANAXUQ8waV6sXsuiZGkA%3D%0A)

***Conversion Funnel***

- New accounts created:

    - Total new accounts added in the timeframe, potentially some of which never make lead status.

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.*

*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:

[![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/upload_11068819745861473796-Apr-20-2026-09-10-02-5464-PM.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1839499770/631ba8b08a61f0517fc5a868e63b/upload_11068819745861473796?expires=1776721500&signature=a0ad33eedf88c9227ae733dd78c8cfb97455dd2e460b4550a791542fb5d3ee87&req=dSgkH813lIZYWfMW1HO4zXU%2BV7vwRYrwVVZepw06NYU2C0AxXmn4cyAgTUay%0AKVFDV8Iid28FfJPKcOg%3D%0A)<https://242669311.hs-sites-na2.com/lead-stages-overview-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/class-performance-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/client-metrics-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/financial-health-walla-support-center?hsLang=en><https://242669311.hs-sites-na2.com/plans-dashboard-walla-support-center?hsLang=en>

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