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Analytics - Super Admins and Sales Managers view
Analytics - Super Admins and Sales Managers view

Get to know with iClosed dashboard that provides everything a Sales Manager needs to track key performance indicators

Updated over 3 weeks ago

The Analytics dashboard is where you'll find actionable insights, performance metrics, and trends that drive the success of your team, with reports designed to help you identify opportunities, refine your approach, and make data-driven decisions.

Whether you’re tracking leads, analyzing lead behavior, or forecasting revenue,
iClosed dashboard helps you to stay ahead of the curve, transforming data into your secret weapon for elevating your sales game to new level!

Important notes

This article explains the view accessible to Super Admins and Sales Managers. ​
Users, with exclusive permissions, will be able to see user-specific dashboard, with their own stats only (learn more about Users view here).


Top page buttons and filters

Overview

At the top of the Analytics page you will be able to see:

  • Date and time of the last data synchronization
    we sync data automatically on every 15 minutes

  • but you can do it manually as well with a button to synchronize data manually

  • Date range filters

  • Data source


Date range filter

The date range filter helps you analyze stats and performance by applying specific date range or predefined date ranges (filter will be set to "Last seven days" by default).

Predefined available filters, sorted from top to bottom, are:

  • Today - data on current day

  • Yesterday - showing data from previous day

  • 7D - last seven days, including the current day

  • 30D - last thirty days, including the current day

  • 3M - last three months, from the current day, including the current day

  • 6M - last six months, from the current day, including the current day

  • 12M - last twelve months, from the current day, including the current day

Additionally, you will be able to click on any start and end date per your preference in order to set custom date range.

On the bottom you will see selected date range, with additional options to "Reset" filter, "Cancel" selected filter button and "Apply" selected filter button.

Pro tips

  • Selected date range filter will be automatically considered as "the previous period of time" inside of the panes, for which your stats will be compared to.

  • Date range filter will be applied to all Analytics panes, except the Daily occupancy pane, that is built to look into scheduler availability in the future.

  • In case date range filter is longer than the account creation date, the date when account has been created will be set as start date.


Date source filter

iClosed provides you with the ability to dig into details of your stats by selecting data from two different sources inside of your Analytics page, between:

Global Data

Shows stats across all account, contact-wise (lead).


Events

Helps you see stats from different perspective, on an event level, where you'll be able to select all events, or specific event/s.

Pro tips

The only pane where data source filter can't be used is for the Top performing events section, simply because this pane will automatically look into all events for the selected date range filter and show stats for the best performing events according to the highest number of calls (learn more about this pane here).


Dashboard widgets

Scheduling funnel

This section tracks every step of the booking journey, from the number of people viewing your scheduler to how many partially fill out the form, and ultimately, how many calls you had booked successfully. This pane includes:

  • Number of views
    will show only unique visits to the scheduler according to leads IP address and device, so the number of duplicated views will be reduced to minimum.

  • Number of contacts
    This part of the widget unveils the number breakdown of unique leads who have interacted with your scheduler.

  • Number of calls created
    Will show you total number of calls created for the selected period and data source, including leads who have scheduled more than one call.

  • Conversion rates

    • Conversion to contacts
      will show you percentage of converted contacts out of the total number of visits on the scheduler, within a selected date range and data source.

    • Conversion to calls created
      will show you the percentage of total number of calls that came out of contacts who interacted with your scheduler, for the selected date range and data source.

Learn more about the Scheduling funnel widget here.


Calls created

This section helps you understand patterns in call volume, making it easier for you to identify peak days, plan resources more effectively, and spot trends in lower call frequency.


It comes with additional predefined filters (Day, Week, Month, Quarter and Year) that will break down and present bars per selected, according to the date range filters set above.

The Calls created breakdown shows you how many new calls were created in the selected time frame. When hovered over the bar you will see following:

  • Events created - referring to the total number of new calls created

  • Date range - specific range in accordance to the timeframe selected inside the pane

  • Percentage

    • showing increase (green) compared to the previous timeframe (bar)

    • showing decrease (red) compared to the previous timeframe (bar)

  • Breakdown the number of Strategy and Discovery calls - for the selected timeframe

Learn more about the Calls created section here.


Strategy call outcomes

This pane will help you understand the effectiveness and success of your sales team highlighting potential delays in adding call outcomes, and showing you the ratio between the sales and no sales outcomes.

It also comes with additional predefined filters (Day, Week, Month, Quarter and Year), that will break down and present bars per selected, and according to the date range filters set above. You will be able to see following stats:

  • "Sale" outcomes in dark blue

  • "No Sale" outcomes in red

  • Pending outcomes, waiting for your Closers to add in AI Scheduler → Scheduled Calls → Past calls will be shown in light blue


Additionally, there is ahorizontal bar at the bottom of the pane, where totals are shown for each of the statuses:

  • Total calls scheduled - according to the date range and data source selected

  • Number of "Sale" outcomes - out of total scheduled calls

  • Number of "No Sale" outcomes - out of total scheduled calls

  • Number of pending outcomes - out of total scheduled calls

Learn more about the Strategy call outcomes widget here.


No sale reasons

When examining the "No Sale" reasons pane you will be able to see totals for every reason, according to the selected period of time and data source, you will be able to understand better if you'd need to improve lead qualification process to reduce "Unqualified" for example, or to organize focused sales trainings based on the most common no sale reasons.

Additional predefined filters (Day, Week, Month, Quarter and Year), will break down and present bars per selected, and in accordance to the date range and data source filters set on the top of the Analytics page.

Here's the breakdown of data you'll be able to see in this pane:

  • Dot in color and shade of blue according to the No Sale reason

  • Total number of reasons according to the bar-part you're hovering over

  • Date or date range for the card in the bar section you're hovering over

  • Percentage showing increase or decrease in number of No Sale reasons

    • compared to previous period that is defined according to the range selected from inside the pane (day, week, month, quarter or year)

    • increase will show in green, decrease in red

Learn more about No sale reasons pane here.


This bar chart comes with additional horizontal ribbon at the bottom, with totals per No Sale reason shown, according to the main page filters (date range and data source):

  • Total Follow Up

  • Total No Show

  • Total Cancelled

  • Total Unqualified

  • Total Not Interested

Learn more about the No sale reasons section here.


Closing, Engagement and Show up rate mini-cards

The Closing, Engagement, and Show-Up Rates are valuable metrics for sales teams as they directly represent team effectiveness and overall sales success.


Closing rate card

This is useful for tracking the overall team's performance in closing deals, when deal type is Won, meaning complete sales payment has been collected.

Formula: The total number of unique Contacts with "Sale" outcome - Won deal types,
divided by the total number of unique Contacts in Past strategy call, for the selected date range and data source filter.


Engagement rate card

This card shows how effective your team is in closing sales in general, counting both won and deposit deal types into one.

Formula: The total number of unique Contacts with all "Sale" outcomes (Deposit plus Won deal types both), divided by the total number of unique contacts in Past strategy calls, according to the selected date range and data source filter.


Show Up rate card

This card unveils the curtain on call attendance rate. A high attendance rate reflects strong interest from leads and ensures that the valuable time and resources invested in appointment setting translates into actual conversations.

Formula: The total number of all Strategy calls minus (Calls cancelled plus No show), divided by the total of all Past calls for the selected time period, and in accordance to the data source selected filter.


Additionally, these panes will show you arrows pointing up/down, representing increase (shown in green) or decrease (shown in red) for stats in the cards, compared with the same number of days from the previous period (e.g. selected date range is 20 days, iClosed will compare numbers with 20 days from the previous period).


Sales breakdown line chart

The Sales breakdown chart is your go-to all-in-one Analytics dashboard for tracking revenue from all closed deals, including all deal types (Won, Deposit, and Recurring).

This section provides sales teams with the insights into the stability and growth of the income, helping managers to measure the financial impact, forecast future earnings, and to optimize sales strategies if needed in order to maximize revenue.

Sales breakdown pane is available with Business and Enterprise subscription plans (learn more about iClosed pricing and features breakdown here).

This pane also has it's own predefined filters (Day, Week, Month, Quarter and Year), for you to select and show how you'd like to break down and present bars per selected, and per date range filters set above.


Sales stats breakdown

All stats and details will appear on the card after you hover over dot in the chart, and you will be able to see:

  • Total revenue in currency set in the account Settings menu

  • Date or date range for the section you're hovering over

  • Percentage showing increase or decrease in revenue

    • compared to previous period that is defined according to the range selected from inside the pane (day, week, month, quarter or year)

    • increase will show in green, decrease in red

  • Deal type breakdown - number of deals and revenue for Won, Deposit, and Recurring deal types no matter if you were adding deal amounts manually or by connecting them from Transactions.

Learn more about the Sales breakdown line graph here.


Scheduling cohort

This dynamic Analytics pane delivers a crystal-clear view of the call performance and outcomes by categorizing data based on lead answers to the questions in your form.

The Scheduling cohort is here to show you the most frequently answered questions that are in "Radio button" (single selection field format) or "Checkbox" (multiple selection field format that you have set in your event form (learn more about event custom fields and formats here).

This section is available with Business and Enterprise subscription plans.

The Scheduling cohort will provide you four different data breakdowns, depending of the date range filter set on top and the event selected from within the dashboard, giving you the keys for unlocking the perfect lead avatar, on which your sales team should focus on:

  • Calls: total number of answers with call booking rate per answered question

  • Sales: Conversion rate per call, according to the answered question on the form

  • Show up: the rate of leads that have showed up on a call per the answered question

  • Cancel: the cancellation rate according to the answered question

Learn more about Scheduling cohort here.


Objections overcame pie-chart

This section gives you a pie-chart breakdown of all objections, depending if you selected "Sale" and "No Sale" filter.

Understanding of the objections your sales team had to overcome on the calls, no matter if they had closed a deal (outcome "Sale") or not ("No Sale" outcome) will help you identify patterns in sales process easier, so you can provide the targeted training and improve closing results.

The pane comes with a unique filter from which you can select if you'd like to see pie chart breakdown for "Sale" or "No Sale" outcomes.


Daily occupancy widget

The Daily occupancy widget is the only section inside the iClosed dashboard that will not be affected with the top page date range filters, simply because it's built to look into the future.

As such, it comes with it's own day range filters inside the pane, that will show you occupancy for the next 3, 7 or 30 days (month).

The Daily occupancy section inside the iClosed Analytics section is available for Business and Enterprise subscription plan users (learn more here).

Totals on the right side will calculate and show you total capacity taken already according to the data source filter selected on the top, team members selected and the number of upcoming days.


Additionally, you will be able to select occupancy for a specific team member, by clicking on the "Manage team members" button.

Learn more about the Daily occupancy widget here.


Top 3 Members standings

The Top members section inside of the Analytics dashboard will show you who the top three revenue rockstars are, no matter if you'd like to see who is performing the best overall across all events (Global Data - all account data) or for a specific Event.

This pane is available with Business and Enterprise subscription plans.


Top three closers standings pane will show you:

  • Member name

  • Revenue generated from "Sale" call outcomes (both Won and Deposit deal types)
    Kindly note that the recurring revenue added accordingly will not be calculated here

  • Number of calls with "Sale" call outcome

Additionally, you will have quick access to your Members dashboard by clicking on the "Go to all Members" button.

Learn more about the Top 3 Members pane here.


Top performing events section

The last, but definitely not the least important section inside of your iClosed dashboard is the Top performing events pane.

The data in this section offers you a clear view of which events are the most active for the selected period of time, helping you to pinpoint successful strategies in case you'd like to replicate the tactics used from these events to other events.

Business and Enterprise subscription plan users will have access to the
Top performing events pane (learn more about iClosed pricing and feature breakdown here).


Unlike other panes inside the Analytics dashboard, where you can apply both date range and data source filters, this pane will show you data only according to selected date range filters for the Global Data source (data across the account).

This means that if you try to select a specific event, the pane will show as empty with
"No record found!" information inside of it.

Learn more about Top performing events here.


Instant access to mini-Global Data

The coolest part of all iClosed Analytics sections is that they are interactive.

This feature allows you to access quickly to the mini Global Data filtered lead list with all details about the leads, without leaving the page and doing the filtering manually.

And all this on a single click of a button!


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