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Get Insights with the Agent Analytics Lead Nurturing Dashboard
The Agent Analytics Lead Nurturing dashboard helps you understand how effectively your agent performs and helps you to identify areas you can improve. There are two tabs on the Lead Nurturing dashboard: Overview and Agent Effectiveness.
Overview Tab
In both tabs, you can filter by activation date, status, and outcome (1). Toggle between the Overview and Agent Effectiveness tabs to get a high-level or detailed view (2), and use the dropdown menu to see more details, such as the associated metrics, sharing the chart to Slack, or modifying the metric (3). In the chart, you can view details for engaged leads, non-engaged leads, and Opportunities (4).
The Overview tab is designed to give you an at-a-glance view of your agent’s performance. For example, you can quickly see how many leads were assigned, how many leads were converted to opportunities, and the average deal size. See the following table for a list of KPIs.
| KPI | CALCULATION |
|---|---|
| Lead Assigned | The number of leads assigned via Lead Assignment Rules, which automatically route new leads based on specific criteria like company size. |
| Lead Conversion | The number of lead records transformed into into Account, Contact, and Opportunity records. |
| Average Deal Size (Currency) | This value is calculated by dividing total revenue from closed-won deals by the number of those deals. |
| Average Lead Conversion Time (Days) | The average time from when a Lead Nurturing agent makes their first contact with a lead to when that lead is converted to an opportunity. |
| Total Amount Closed Won (Currency) | The number of opportunities where the StageName is "Closed Won" summarized by amount. |
| Time to First Reply | The time between a prospect's inbound inquiry and the agent's first outbound response. |
| Engaged Leads | The number of leads that a Lead Nurturing agent is proactively interacting with to qualify and nurture. |
| Non-Engaged Leads | The number of leads that a Lead Nurturing agent did not engage. |
| Opportunities | The number of qualified leads converted to opportunites. |
Agent Effectiveness Tab
The Agent Effectiveness is designed to give you a more detailed view of your agent’s performance so that you can modify settings for a better ROI.
| KPI | CALCULATION |
|---|---|
| Emails Sent | The total number of emails the agent sent to prospects based on rules you configured in Agent Builder |
| Email Replies from Leads | The total number of email replies from lead prospects. |
| Email Replies from Agent | The number of automatically drafted responses from the agent containing either a meeting link or a product-related answer. |
| Lead Reply Rate | Average rate at which leads replied to emails. |
| Average Time to First Reply | The average time between a prospect's inbound inquiry and the agent's first outbound response. |
