Contents of this Article
Introduction
Lead Conversion Dashboards are an auto-generated set of dashboard tiles to measure and compare how efficiently your marketing channels and website pages generate lead calls and your business answers and converts them. Think of them as your personal mission control for understanding how your marketing efforts turn into actual sales. The data and information can be used for high-level business insights, as well as daily monitoring efforts.
These Dashboards offer a reusable dashboard template that highlights all the key performance metrics related to how customers engage with your business. But it’s not just about the raw data; it’s about understanding why things are happening.
Primary Benefits
- Features valuable insights for real-time performance tracking
- Enables users to view their Marketing Channel field insights
- Configurable for your specific use cases and data needs
Create your Lead Conversions Dashboard using the Template
Here we will demonstrate the initial steps required to create your Lead Conversion Dashboards in Invoca using the dashboards template.
- Log in to the Invoca platform, and click Manage Dashboards.
- Select the blue New+ button.
- Choose and enter the Name you’d like to use for your new dashboard, then select Create.
- When you create your New Dashboard, you will now have the options to Add a Tile or Start with a Template. In this example, we will explore the new Start with a Template feature.
- The Dashboard Configuration window will appear, where you can then select the fields you’d like to use to configure your Dashboard template.
The fields in this window are:
Field Name
Definition
Call Answered Metric
This Signal tracks when someone answers the call.
Lead Intention Metric
This Signal tracks when the caller discusses their intended goal for the call.
Lead Conversion Metric
This Signal tracks when the caller engages in the business outcome. This could be scheduling an appointment, signing up for a new contract, etc.
Marketing Channel
This Marketing Data Field distinguishes between marketing channels such as paid search, organic search, email, etc.
Calling Page
This Marketing Data Field captures the webpage a user viewed immediately before initiating a call.
Each field will have various options available to select in the dropdown menu, by clicking the arrow located on the field as shown here. - After you’ve selected the appropriate fields, select Save and your newly created dashboard will appear.
Review and Manage your Marketing Channel Insights
Managing a "Marketing Channel" field enables you to group and analyze all of your marketing data, providing you with a complete picture of which channels are bringing in the most valuable leads.
Note: As you hover over each title or column in the Marketing Channel table, there will be a tooltip describing how the metrics in that column are calculated.
For example, the Buying Intent (Industry) Rate is calculated by Buying Intent divided by the number of calls Answered by an Agent as shown here.
The information contained in the Calling Page chart is formatted similarly to the content in the Marketing Channel chart. The layout displays the top 10 Calling Pages based on the web pages that generated the most calls.
You can perform steps similar to the actions performed in this section to review and manage the other categories you’ve included in your Lead Conversions Dashboards.
Configure or Edit your Dashboard
- Select the three dots icon located on the right side of the dashboard and click Configure.
- The Edit Tile window will appear. Here you’ll have the options to edit the current configurations or settings, as well as to select new categories as needed.
- Select Save to implement your new updates.
- If you want to rename the table columns to best fit your own naming conventions, you can do this by hovering over the column name, selecting Rename and saving it.
- You can also select the three dots icon to Export your dashboard tiles as CSV or PNG files.
Exported CSV File Example
Visit this resource to learn more about Marketing Channel Formulas in Lead Conversions Dashboards.
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