Overview
Revenue Tracking & Breakdown by Lead Status:
View revenue generated through payment integrations like Stripe or Zapier.
Compare current revenue and call metrics with previous periods.
Track revenue generated from different lead statuses.
Identify potential revenue from prospects at various stages of the sales funnel.
Scheduling Funnel:
Analyze scheduling rates and their impact on lead generation.
Track the effectiveness of different events on scheduling calls.
Global Data Insights:
Monitor prospects' scheduling status and identify lost leads.
Track successful conversions and analyze data from CRM integrations
Occupancy Monitoring:
Assess team workload and adjust marketing efforts accordingly.
Manage team capacity and optimize marketing strategies based on occupancy rates.
Top Scheduling Cohort:
Analyze demographic trends and scheduling behaviours.
Understand lead preferences and tailor marketing efforts accordingly.
Engagement Metrics:
Measure customer engagement based on sales and deposit data.
Assess sales team performance and refine sales strategies.
Regularly review analytics to optimize sales and marketing efforts.
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