Analytics, Queues, and Operational Optimisation
Track lead flow, response performance, document outcomes, and action queues to improve conversion consistency.
Guide Outcome
This guide explains how to read dashboard snapshot tiles, analytics ranges, queue priorities, and review momentum so improvement actions are tied to data.
- • You can identify response bottlenecks early.
- • Lead, quote, and invoice metrics are tracked in a consistent reporting rhythm.
- • Operational prompts are converted into daily actions, not passive dashboards.
Step-by-Step Workflow
Step 1
Read daily snapshot first
Use overview and queue counters to spot urgent response tasks and same-day follow-up risks.
- • Needs-response queue is reviewed early in the day.
- • Review follow-up eligibility count is monitored.
- • Median first-response pace is tracked weekly.
Step 2
Use analytics ranges for trend context
Switch 7/30/90 day ranges to compare volume, actions, and conversion consistency.
- • Lead volume trend is interpreted with source context.
- • Action volume is compared against completed outcomes.
- • Widget contribution is separated from direct card volume.
Step 3
Link metrics to workflow changes
Adjust intake mode, follow-up timing, and team assignments based on observed gaps.
- • Queue backlogs trigger explicit action changes.
- • Assignment patterns are reviewed where delays repeat.
- • Document and review follow-up cadence is improved monthly.
Step 4
Run recurring improvement cycle
Recheck the same metrics weekly so gains compound and lead handling stays stable as volume changes.
- • Weekly review cycle is calendarized.
- • Key metrics have owner and action notes.
- • Repeatable wins are documented for team onboarding.
Feature Reference
Snapshot and Queues
Prioritization starts with workload clarity.
- • Overview tiles include new leads, response pressure, and review opportunities.
- • Action queues separate now, today, later, and recovery tasks.
- • SLA state and next-action fields prevent silent lead decay.
Deep Analytics
Range-based analytics connects traffic and action behavior to outcomes.
- • 7/30/90 day windows support tactical and strategic planning.
- • Document stats include quote and invoice status breakdowns.
- • Widget lead contribution can be monitored separately.
Review Momentum
Post-job reputation actions are measured, not assumed.
- • Eligible, requested, and completed review stages are tracked.
- • Review request state sits directly on lead records.
- • Momentum metrics feed follow-up action planning.
Safety and Public Scope
Public docs describe product behavior and user workflows only.
Internal infrastructure, private APIs, credentials, and secret operations are intentionally excluded.
Sensitive and private tracking routes are configured no-index where applicable.
All feature descriptions in this docs cluster are tied to production code paths and current UI behavior.
Related Guides
Lead Inbox, Response Workflow, and CRM Actions
Manage direct enquiries from first contact through completed outcomes using Leads, responses, assignments, and action tracking.
Open related guideQuotes, Invoices, and Calendar Workflow
Create branded quote and invoice PDFs, email documents to customers, and coordinate job schedules in one dashboard.
Open related guideApply This Guide in Your Workspace
Use this workflow directly in your dashboard, then continue with the next guide to complete your full lead-to-job operating system.