Reports are an important tool for measuring your success. Conversica's dashboard offers several out-of-the-box reports to help you get started.
To help you get the most from our dashboard reports, we've put together a selection of recipes that help you set up reports for many common business scenarios. Feel free to modify these to suit your own business needs.
The recipes include steps on how to create reports that cover the following topics:
Reporting Recipe Title | Purpose/Use Case |
Track Conversica Answers | If you utilize Conversica Answers, this report helps you track if your Revenue Digital Assistant™ has answered any questions yet. |
Conversation Comparison | Track the performance of your conversations and compare them with each other over time. |
Reviewing Metrics by Lead Status | To review a breakdown of metrics and understand the overall performance of your Revenue Digital Assistant in terms of Hot Leads, Further Action Leads and Leads to Review. |
Aligning Contact Lists with Conversations | Use this report to analyze and compare the performance of each contact list so you can best decide which of your Conversations/messages are having the most success. |
Review Engagement and Hot Lead Trends | This report will help you to understand the overall progression of leads against varying targets, allow you to revaluate the process for adding leads to Conversica, or reveal interesting data patterns. |
How to Track Team Performance | Use this report to review and understand key metrics as it relates to each representative that works leads in Conversica. Review overall Satisfied, Further Action or Hot Leads or compare representatives or teams as a whole. |
How to Track Opportunities (SFDC integrations only) | Customers utilizing our Salesforce integration can track opportunities where the Revenue Digital Assistant helped in creating pipeline. This report helps you quickly gather opportunity information. |
Reviewing the Quality of Recently Submitted Leads | Whether you just uploaded a fresh batch of leads or want to check on leads recently added by a lead source, use this reporting recipe to review how Conversica categorized recently submitted leads. |
How to Compare and Monitor Lead Interactions with Links | Use this report to better understand how leads interact with links in your conversations. |
Check Lead Usage | When wondering how many leads have been used towards your contracted lead limit. This report lets you understand how many accepted leads your Revenue Digital Assistant has engaged. |
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