Analytics Dashboard

The Analytics Dashboard shows you everything that matters about your lead conversations—in one place, updated in real-time.

Access it by: 1. Open the SalesPartner app 2. Tap the Analytics icon in the bottom navigation

At a glance, you'll see: - Conversion Rate — What percentage of leads become appointments - Response Rate — How often leads reply to messages - Active Conversations — Leads currently being worked - Appointments — Meetings booked in your selected time period - Win Rate — Appointments that result in closed deals - Average Response Time — How quickly messages get answered

These six numbers tell you if things are working or if something needs attention.

By default, the dashboard shows "This Week." You can change the time period using the dropdown in the top-right corner.

Available ranges: - Today — Just today's activity - This Week — Current week (Monday to now) - Last Week — The previous full week - This Month — Current calendar month - Last Month — Previous calendar month - Last 90 Days — Broader trend view

Pro tip: Compare "This Week" to "Last Week" to spot improvements or problems early.

The Conversation Pipeline chart shows where your leads are in the sales process:

Funnel stages: 1. New Leads — Just came in, first contact not made yet 2. Contacting — Reaching out, waiting for response 3. Engaged — Lead is responding, conversation flowing 4. Qualifying — Questions being asked to understand fit 5. Scheduled — Appointment booked on calendar 6. Won/Complete — Deal closed or conversation finished

What to look for: - Big drop between stages = possible problem area - Lots of leads stuck at "Contacting" = messaging might need adjustment - High "Scheduled" but low "Won" = appointment quality issue

The chart only shows stages with activity, so don't worry if some bars are missing.

The "True Lead Sources" section shows where your leads actually come from—not just "web form."

Sources tracked: - Google Search — People who found you through Google - Facebook — Leads from Facebook ads or posts - Instagram — Instagram DMs or ad responses - LinkedIn — Professional network leads - Direct Traffic — People who typed your URL directly - Campaigns — Leads from specific marketing campaigns

How it works: - UTM parameters in links are captured automatically - Referrer URLs are parsed for the original source - Campaign IDs flow through when present

Why this matters: If Instagram brings 10 leads but 5 become appointments, and Google brings 50 leads but only 3 become appointments, Instagram is actually your best channel. Source tracking helps you spend money where it works.

The Activity Heatmap shows when messages happen throughout the day.

What you see: - 24-hour breakdown of message volume - Darker colors = more activity - Peak hours highlighted separately

How to use this: - If leads are most active at 7pm but you stop responding at 5pm, you're missing prime time - If SalesPartner handles after-hours well, you'll see activity continue past business hours - Best response times are shown to help you schedule manual check-ins

Example insight: "Peak activity is 10am-11am and 5pm-6pm. Response rate is highest in the morning window." Now you know when to be most attentive.

The Communication Channels section compares how different message channels perform.

Channels tracked: - SMS (text messages) - WhatsApp - Web Chat - Instagram DMs - Facebook Messenger

Metrics per channel: - Message volume - Delivery rate - Percentage of total activity

Why it matters: Some leads prefer text. Some prefer Instagram DMs. If your SMS delivery rate is 95% but WhatsApp is at 60%, you might have integration issues to fix.

The "AI vs Human Performance" comparison shows how automated conversations stack up against manual ones.

Metrics compared: - Messages Sent — Volume of messages from each - Success Rate — Conversations that resulted in appointments - Response Time — How quickly messages went out

What this tells you: - If automated conversations have a 1.2 minute response time but your team averages 15 minutes, speed is a big advantage - If human success rate is higher on certain lead types, you might want to take over more of those - If automated success rate is comparable, let SalesPartner handle routine conversations

Note: "Human Agent" means conversations you personally handled in Live mode.

When messages don't get delivered, the dashboard shows why.

Common failure reasons: - Carrier filtering (message blocked by phone company) - Invalid phone number - Opt-out (lead unsubscribed) - Rate limiting

What to do: - High carrier filtering = review message content for spam triggers - Invalid numbers = data quality issue at lead source - Opt-outs = normal, but watch for sudden spikes

The failed messages analysis helps you catch delivery problems before they affect too many leads.

Check weekly, not hourly Obsessing over today's numbers adds stress without value. Weekly reviews show real trends.

Compare to previous periods "Conversion dropped 15%" means nothing without context. Is that down from last week? Last month? Compare to spot real problems.

Focus on what you can change Response time is controllable. Lead volume depends on marketing spend. Focus energy on metrics you influence directly.

Use source data for ad decisions If Facebook brings leads that don't convert, reduce spend there. If Google brings fewer leads but they all become appointments, that's worth more investment.

Watch for sudden changes Gradual shifts are normal. Sudden drops in response rate or delivery might indicate a technical problem that needs immediate attention.