Sales Analytics

Sales Analytics gives you insights into your lead and sales performance.

Accessing Analytics

Go to Sales Analytics from the sidebar under the Insights section.

Available Metrics

• Lead volume — Number of new leads over time
• Conversion rate — Percentage of leads that convert to deals
• Pipeline value — Total value of deals in each stage
• Source performance — Which ad sources bring the most leads
• Team performance — How each team member is performing

Filters

• Filter by date range
• Filter by team member
• Filter by ad source
• Filter by pipeline stage

Tips

• Review analytics weekly to spot trends
• Use source performance data to optimize your ad spend
• Track team performance to identify coaching opportunities