View valuable information about the performance of your Campaigns
Headline vs Detailed Performance Metrics
The Headline Lead Performance Metrics are always visible at the top of the Lead Manager and Dashboard pages and the Detailed Lead Performance Metrics are accessible by clicking the "View Performance Metrics" link at the top left of the Lead Manager Table.
Both main Metric areas are described below along with distinguishing between Basic and Advanced Metric types.
Headline Performance Metrics – Basic
Leads Marked for Follow-Up
Shows the current number of Leads that you have marked as needing Follow-Up. You can click the link in the Metric directly or use the “Leads for Follow-Up” Quick Filter to see only these Leads.
Both the cumulative amount of Billable Leads from the moment your Campaigns went live to the current period (All Time) as well as the number of Billable Leads received in the past 90 day period are displayed here. You can click the links to filter the Lead Manager Table by these Leads.
Headline Performance Metrics – Advanced
The following Advanced Performance Metrics use data from the Lead Progress you Manage. Managing a Lead means inputting the necessary data corresponding to the particular Metric, described in detail below for each.
|Note: These advanced Performance Metrics are currently in BETA testing. Be sure to Manage your Leads by inputting Lead and Job Progress as well as Revenue so that you get the most accurate Metrics possible.|
Managed Return On Investment (ROI) Last 90 Days
This ROI percentage is calculated using only the Billable Leads from the Last 90 Days for which you have input Job Revenue. We also include Leads that you have marked as Job Not Won because we automatically assign a Revenue of $0.00 to those Leads. Managed ROI is calculated as:
|(Sum of Job Revenue - Sum of Lead Cost) ÷ (Sum of Lead Cost)|
The ROI Confidence describes how confident we are in this Metric's accuracy and is based on the percentage of these Leads that have had Revenue entered. The more Leads with Revenue, the more accurate the Metric becomes. Confidence is calculated as:
|(Number of Leads with Revenue Managed)
(Number of Billable Leads)
This Metric is Locked until you have Managed the Revenue on more than 60% of your Billable Leads.
Call Answer Rate Last 90 Days
This shows the percentage of Leads from the Last 90 Days that you have Managed as Call Answered Yes or No and also includes "Forms Responded to Yes / No" for Form Leads. Maintaining an excellent Call Answer Rate is necessary for converting as many inbound Leads as possible into new customers. Call Answer Rate is calculated as:
|(Number of Leads with Call Answered Yes or Form Responded to Yes)
(Number of All Leads)
Call Answer Rate Confidence describes how confident we are in this Metric's accuracy and is based on the percentage of these Leads that have had Call Answered Managed. The more Leads Managed, the more accurate the Metric becomes. Confidence is calculated as:
|(Number of Leads with Call Answered (or Form Responded to) Yes or No)
(Number of All Leads)
This Metric is Locked until you have Managed Lead Progress for Call Answered on more than 60% of your Leads.
Jobs Won Rate Last 90 Days
This percentage shows how often you turn an opportunity (Billable Lead) into a new customer. Understanding your Jobs Won rate gives insight into optimizing your Cost Per Lead in order to aim for the most Leads at the cost that makes sense for your business. Jobs Won rate is calculated as:
(Number of Leads with Job Won Yes)
Jobs Won Rate Confidence describes how confident we are in this Metric's accuracy and is based on the percentage of these Leads that have had Job Won Managed. The more Leads Managed, the more accurate the Metric becomes. Confidence is calculated as:
(Number of Leads with Job Won Yes or No)
This Metric is Locked until you have Managed Lead Progress for Jobs Won on more than 60% of your Leads.
Booked Appointment Rate Last 90 Days
Displays how often you convert an opportunity (Billable Lead) into an appointment with a potential customer. As with all Advanced Performance Metrics, the accuracy is dependent on how many Leads have Lead Progress Managed.
(Number of leads marked Booked Appointment)
(Number of Managed leads)
Detailed Performance Metrics Report
|Tip: the Currently Filtered Leads are always described in a plain-English sentence at the top left of the Lead Manager Table. You can change which Leads you're viewing by using the Quick Filters or the Advanced Search and Filter features on the top right of the Table.|
At the top left of the Lead Manager table, click the "View Performance Metrics" link to see a detailed report for the Currently Filtered Leads you are viewing in the Lead Manager.
Calls Answered, Booked Appointments, Jobs Won, Revenue and ROI
Each main area of Metrics has its own section with several Metrics each. Many are self-explanatory and others have question mark Tooltips available with more information. Some of them are described further up in this article where we explained the corresponding Metric within the Headline area.
Tip: Remember that we base these Metrics off of the Lead Progress data that you have Managed in each of the sections. Some Clients track everything consistently and others focus on particular Metrics of interest for their business.
For Example: In the above image, the Call Answer section of Lead Progress has had 78% of the Leads Managed whereas the Jobs Won section of Lead Progress has had 96% and Revenue/Cost/ROI section has had 98% of Lead Progress Managed for each of those different data points. The higher the percentage, the greater the Confidence we have that the Metric is accurate.
Likely Performance Metrics
While there is no such thing as perfect data, it is our goal to show you our best guess for what we believe to be closest to the truth in each Performance Metric section by calculating Likely Performance Metrics. We make up for any incomplete data by taking the average for it from across our entire network for your Service Category. We blend those network averages with your own data to provide the most Likely reality.
|Tip: These Likely projections get more and more accurate as you input data into the system by Managing your Leads. If the Likely Metrics are lower than the Metrics based only on your data, then you are performing better than the average of your peers in our network.|
Export Currently Filtered Leads to CSV
Click the links at the top and bottom of the Lead Manager Table or at the bottom of the Detailed Lead Performance Metrics report popup to export and download a CSV file of the Leads you're currently viewing. You can then further analyze that raw data in a spreadsheet or CRM program.
We welcome your feedback!