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Analytics

The Analytics Page provides comprehensive insights into your business performance. Here you can monitor leads, revenue, conversion rates, and team performance through interactive charts and reports.

Key Sections​

Header Area​

  • Logo & Navigation – Quickly return to the main menu or switch between modules such as Dashboard, Leads, Staff, and Email Automation.
  • User Profile – Located in the top-right corner, showing your account details (e.g., your name or initials).
  • Refresh – Update your analytics data in real-time.
  • Export – Download reports for external analysis or sharing.

Analytics Filters​

Narrow down insights to specific time periods and metrics:

  • Date Range Selector – Choose a custom time frame.
  • Quick Select Options – Jump to common ranges like Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month.
  • Metric Selector – Choose what to analyze (e.g., Leads, Revenue).
  • View Mode – Toggle between daily, weekly, or monthly views.

Key Metrics​

Top-level performance indicators displayed for your chosen date range:

  • Total Leads – Number of new leads generated.
  • Won Leads – Successfully converted leads.
  • Revenue – Total earnings generated.
  • Conversion Rate – Percentage of leads converted into paying customers.
  • Average Deal Size – Revenue per lead (calculated as $0 avg if no leads are won).

Visualize performance over time with charts that track:

  • Lead generation
  • Revenue growth
  • Conversion rates

Conversion Funnel​

Break down the journey of leads across key stages:

  • New Leads – All newly created leads.
  • Quoted – Leads quoted via chatbot or form.
  • Won – Successfully converted leads.
  • Lost – Leads marked as lost.

The funnel shows both count and percentage distribution at each stage.

Staff Performance​

Evaluate individual and team performance with detailed staff reports:

  • Assigned Leads – Number of leads given to a staff member.
  • Won Leads – Number of successful conversions.
  • Quoted Leads – Number of leads quoted.
  • Revenue Generated – Sales attributed to each staff member.
  • Conversion Rate – Percentage of leads won.
  • Average Deal Size – Average revenue per won lead.

👉 Use Export to download staff performance reports.

Lead Sources​

Track where your leads are coming from and how they perform:

  • Sources – E.g., Quote Form, Chatbot, or other integrated sources.
  • Leads – Number of leads from each source.
  • Won Leads – Converted leads by source.
  • Revenue – Total revenue generated from that source.
  • Conversion Rate – Effectiveness of each source in producing wins.

👉 Use Export to download source performance reports.

Static Route (Preview Widget)​

A placeholder widget at the bottom of the analytics page for displaying static or pre-defined reporting information.

Pro Tip

Use filters (date ranges, metrics, and views) to generate targeted reports. This helps you compare performance across staff, sources, and time periods with minimal effort.