Analytics

The Analytics page provides detailed insights into lead performance, campaign activity, and revenue trends. It helps partners and organizations measure outcomes across all customer touch points.

Navigating Analytics

Analytics includes tabs for:

• Lead Sources – Track where leads originate, how they convert and manage all of them.

• Campaigns – Measure calling and booking performance across campaigns.

• Forms – See how form submissions contribute to lead generation.

• Plans & Add-Ons – View recurring and upsell revenue performance.

• One-Time Charges – Analyze single-purchase offer performance.

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Best Use Cases

• Identify high-performing lead sources.

• Track revenue contribution across campaigns and offers.

• Compare conversion rates between forms, calls, and campaigns.