Overview
Keith presented updates to Lead Simplify V2 analytics and reporting, covering performance views, buyer and industry analysis, missed calls, unsold forms, and downloadable PDF reports.
Analytics Updates
- Dashboard analytics show 213 leads, 52 buyers, active industries, credits, and leads received during selectable periods of 7 days, 30 days, 90 days, or 1 year.
- Buyer views show active buyers and, for each selected buyer, leads purchased, spend, credit balance, leads offered and accepted, spending over time, and leads received in the selected period.
- Industry and niche views show leads received, leads sold, buyers, and sale dates. Missed-call views cover answered and missed calls, call times, niches, and reasons such as calls being too short or having no buyer.
Reporting Features
- Report settings support a custom logo, brand colour, report title, introduction and closing text, postcode or ZIP display, and optional lead pricing.
- Buyer reports can be filtered by buyer and date, include multiple niches, show pricing where enabled, and identify disputed, accepted, or rejected leads. Reports can be downloaded as PDFs.
- Industry reports show which contractors or buyers purchased leads for a selected industry and can also be downloaded as PDFs.
Planned Enhancement
- Unsold forms are currently ordered by date. A postcode or ZIP sorting option is planned to help identify nearby leads, such as CA 13, CA 10, L 30, and CA 16, and find buyers more quickly.
- Which additional analytics or reporting improvements should be considered?
Outline
Analytics Dashboard
- Reviewed headline metrics: 213 leads and 52 buyers.
- Covered selectable reporting periods from 7 days to 1 year, with scrolling required for longer periods.
Buyer Analytics
- Listed active buyers and provided buyer-level detail on purchases, spend, balances, offers, acceptances, and trends.
Industry Analytics
- Covered industry and niche graphs, leads received, leads sold, purchasing buyers, and sale dates.
- Used tree surgeons as an example, with 12 leads received and 3 sold.
Missed Calls
- Reviewed total, answered, and missed calls by niche.
- Identified short calls and calls with no buyer as common reasons for missed calls.
- Displayed call volumes by time of day and provided access to individual calls across pages.
Unsold Forms
- Reviewed unsold forms by industry and niche.
- Discussed adding postcode or ZIP sorting alongside the existing date order to group nearby leads.
Report Configuration
- Covered custom logos, brand colours, report titles, introductory and closing text, postcode or ZIP labels, and optional lead pricing.
- Settings are saved after the initial configuration.
Buyer Reports
- Demonstrated selecting a buyer and date range, including multiple niches in the report.
- Covered pricing, disputed lead outcomes, and PDF download for sending to clients.
Industry Reports
- Demonstrated reports for a selected industry, showing contractors or buyers that purchased the leads.
- Confirmed that industry reports can also be downloaded as PDFs.
Enjoy!