Lead Conversion Dashboards are an auto-generated set of tiles that measure how efficiently your marketing channels and pages generate and convert lead calls.
Overview
Think of Lead Conversion Dashboards as mission control for understanding how your marketing efforts turn into sales — both for high-level business insight and daily monitoring.Creating your Lead Conversion Dashboard
- Log in to Invoca and click Manage Dashboards.
- Click the blue New+ button.
- Enter a name for your new dashboard, then click Create.
- Choose Start with a Template.
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In the Dashboard Configuration window, select the fields you’d like to use:
Each field has several options available in its dropdown menu.
- Once you’ve selected the appropriate fields, click Save. Your new dashboard will appear.
Reviewing your Marketing Channel insights
Managing a Marketing Channel field lets you group and analyze all of your marketing data, giving you a full picture of which channels bring in the most valuable leads. Hover over any title or column in the Marketing Channel table for a tooltip explaining how that metric is calculated — for example, Buying Intent Rate is calculated as Buying Intent divided by calls Answered by an Agent. The Calling Page chart works similarly, displaying the top 10 calling pages based on which web pages generated the most calls.Configuring or editing your dashboard
- Click the three-dot menu on the dashboard and select Configure to adjust settings, then Save to apply your changes.
- To rename a table column, hover over the column name, select Rename, and save.
- Use the three-dot menu to export dashboard tiles as CSV or PNG files.