Analytics

Track performance metrics and gain insights

Total Leads

356

12% from last month

Conversion Rate

12.6%

2.1% from last month

Avg Response Time

2.4m

18% faster

Revenue

$600K

8% from last month
Lead Pipeline
New vs qualified vs converted leads over time
Lead Sources
Where your leads are coming from
Communication Activity
SMS and call volume by day
Qualification Funnel
Lead progression through stages
New Leads356 (100%)
Contacted298 (84%)
Qualified186 (52%)
Appointment Set98 (28%)
Converted45 (13%)
Advisor Performance
Team performance metrics and rankings
AdvisorLeads AssignedAppointmentsConversionsConversion RateRevenue
Sarah Johnson45281226.7%$156K
Michael Chen3822923.7%$124K
Emily Rodriguez52311426.9%$178K
David Kim41251126.8%$142K