Analytics Dashboard
Understand your dashboard metrics, track booking rates and response performance, and see where your conversations stand.
Your Dashboard at a Glance
The Analytics Dashboard gives you a clear picture of how your conversations are performing. Open it by tapping the Analytics icon in the bottom navigation.
Four key numbers at the top: - Booking Rate — What percentage of conversations result in a scheduled appointment - Active Conversations — Leads currently being worked right now - Scheduled Appointments — Meetings booked in your selected time period - Response Rate — How often leads reply to messages
Each card shows a trend arrow comparing to the previous period — green up arrow means improving, red down arrow means declining.
Choosing a Date Range
Use the dropdown in the top-right corner to change the time period. The default is "Last 7 Days."
Available ranges: - Today — Just today's activity - Yesterday — Previous day only - Last 7 Days — Default view - Last 30 Days — Monthly snapshot - Last 60 Days — Two-month view - Last 90 Days — Broader trend view
All four KPI cards and charts update when you change the range.
Conversation Trends
The trend chart shows your conversation volume over time as an area graph. Each point represents a day, showing how many conversations were active.
What to look for: - Steady or rising line = healthy lead flow - Sudden drops = check if something changed (ads paused, phone issues, etc.) - Spikes = new campaign or seasonal demand
This chart helps you spot patterns in when leads come in and whether your volume is growing.
Pipeline Status
The pipeline chart shows where your conversations are right now, broken into five stages:
1. New — Fresh leads, first contact being made 2. Qualifying — Questions being asked to understand the lead 3. Live — You've taken over and are handling it personally 4. Scheduled — Appointment confirmed on your calendar 5. Completed — Conversation finished
Each stage shows a colored bar with the count and percentage. A big gap between stages tells you where leads are getting stuck.
Message Performance
The Performance section shows message activity split two ways:
SalesPartner vs You: - SalesPartner Messages — Total messages sent on your behalf - Your Messages — Messages you sent personally in Live mode
This tells you the balance between what's handled for you and what you're doing yourself. If you're sending most messages manually, SalesPartner might need configuration changes.
Channel Breakdown: Shows message counts by channel — SMS, Email, Website Chat, and Phone. This tells you which channels your leads prefer and where most conversations happen.
Making Sense of Your Numbers
Check weekly, not hourly. Daily fluctuations are normal. Weekly comparisons show real trends.
Low booking rate? Look at your pipeline — are leads getting stuck at Qualifying? Your questions might need adjustment. Are they reaching Scheduled but not completing? Follow-up might be the issue.
Low response rate? Check your messaging schedule in Settings. Leads might be getting messages at odd hours.
Most messages on one channel? That's where your leads are. Make sure that channel is working well before worrying about others.