📘 SalesRevv Training: Analytics Tab

The Analytics section provides a deeper look into your business performance by combining lead activity, bookings, staff performance, campaigns, and membership data into one centralized reporting area. Unlike the Dashboard, Analytics allows you to dive deeper into trends, compare performance over time, and better understand what's driving your results.

Analytics can be found under Workspace > Analytics.

Across the top of the page you'll find several reporting tabs, including:

Within each tab, you can also choose to view:

You can also customize the reporting period using the date selector in the upper-right corner.

The Overview page provides a high-level snapshot of your business, including:

One important distinction is the difference between the Ribbon Chart and the Booking Metrics.

The Ribbon Chart is a true lead funnel.

It follows only the leads that entered during the selected reporting period and shows how many:

For example:

If 1,100 leads entered during the last six months, the Ribbon Chart follows only those 1,100 leads through each stage of the sales process.

The booking charts display all first-time bookings that occurred during the selected date range, regardless of when the lead originally entered your system.

Because of this, booking totals may differ from the Ribbon Chart.

For example:

This section provides detailed reporting on both AI Assistant and staff performance.

You'll find:

You'll also see a Staff Activity Heat Map, allowing you to quickly identify:

Unlike task reporting alone, the activity heat map measures actual platform activity, including:

Additional charts provide further breakdowns of staff performance and campaign activity, including who sent each campaign.

The Prospects tab provides reporting on every lead that entered your business during the selected timeframe.

You'll find information such as:

The Members tab focuses on membership reporting.

This includes:

Throughout Analytics, you can switch between:

Qualified leads are prospects your business considers legitimate sales opportunities.

Non-qualified leads typically include contacts such as:

These classifications are controlled through Client Types, allowing you to customize what qualifies as a lead for your business.

Viewing Qualified Leads separately gives you a more accurate picture of your team's true sales performance by removing lead sources that may not represent realistic sales opportunities.

Analytics helps you move beyond surface-level numbers and understand what is happening throughout your sales process. Whether you're reviewing lead conversion, staff productivity, campaign performance, or qualified lead results, Analytics gives you the tools to make informed decisions and identify opportunities for improvement.

Pro Tip: When reviewing conversion rates, compare All Leads against Qualified Leads. This often provides a much clearer picture of your team's actual performance by removing lead sources that were never expected to convert.