Analytics
Analytics provides a high-level view of your lead pipeline and how it is distributed across people and area codes.
It helps teams understand performance, workload, and lead health at a glance.
Lead Counts
Displays summary metrics including:
- Total Leads (individual contacts + companies)
- Not Contacted
- In Conversation
- Inquiry
- Other lead statuses
These metrics update in real time as lead statuses change.
Lead Status by Area Code (Table)
A table shows:
- All area codes in your organization
- Lead counts grouped by status for each area code
This helps identify:
- Overloaded regions
- Stalled pipelines
- High-performing areas
Area Code Distribution (Bar Chart)
A bar chart visualizes:
- X-axis → Area codes
- Y-axis → Lead counts
Hover Details
Hovering over a bar shows:
- Breakdown of lead counts by status for that area code
This makes it easy to compare performance across regions without leaving the chart.