Analytics is the default dashboard on web. On mobile it is the Analytics tab.
Primary metrics
- Period leads, revenue, closed, conversion rate with period-over-period deltas.
- Field metrics: knocks, contacts, appointments, period expenses.
- Lifetime revenue, lost opportunities, average deal size, revenue per lead, revenue per rep.
Charts
- Revenue over time.
- Expenses over time.
Panels
- P&L summary (revenue vs expenses).
- Pipeline breakdown by status.
- Conversion funnel: knocks to contacts to appointments to closed.
- Knock disposition breakdown.
- Interest level distribution.
- Pipeline aging.
- Territory performance.
- Product mix.
- Lead sources.
- Expense summary.
- Top performers leaderboard.