Foundational Metrics

The Business Overview: A full 1,000-foot view of all of your key business metrics. View key KPIs month over month, quarter over quarter, year over year. Track performance to goal across all key indicators. 

We integrate with your back-end transaction management platform + your front-end accounting and payment systems (launching Q1 2024) to allow you to see full ROI reporting by lead source and view future lead forecasting with graphs so you can clearly see which investments have the most potential.

The Lead Source Report: Gain the ability to analyze all lead statistics by both SOURCE and DATE cohort analysis. This is probably one of the most gravely needed tools in our industry. This data gives you decision-making power based on real conversion metrics. You can analyze trends and changes in your lead source ROI, see the amount of team activity levied at each unique source, and see where leads acquired in the past currently stand in terms of their likelihood to close. 

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• Foundational Metrics (This Page)

• Free Report