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Leads metrics


Anindita Basu    Feedback

These are the standard metrics used for calculating the numbers shown on the leads cards on the phone app. You see the same numbers on the cover page of the module when you log in to the web app.

NameDescription
Total leadsCalculates the number of leads assigned to that person or team.
The formula is Count(Distinct (Leads assigned)).
Meeting percentageCalculates the number of meetings, divided by the number of leads created by a person. Meetings are filtered on the completed date; leads are filtered on the created date.
The formula is Sum(Completed Meetings) divided by Count(Leads Created).
Meetings/agent/dayCalculates the average number of meetings done by each person for each day. Completed meetings are filtered on the activity updated date. The first denominator is the number of people reporting directly or indirectly to the person looking at the card. The second denominator is the number of days selected.
The formula is Sum(Meetings completed) divided by Count(Unique agents), and then divided by Count(Number of days).
ConversionsCalculates the number of leads that were won. Only distinct converted leads are reckoned.
The formula is Sum(Leads Converted).
Conversions percentageCalculates the number of leads converted for every lead that was created.
The formula is Conversions divided by Sum(Leads Created).
Time to win (days)Calculates the average number of days it takes for leads to get converted to a won state.
The formula is sum(lead won time - lead created time) divided by Total number of won leads.
Time to lose (days)Calculates the average number of days it take for leads to not get converted to a won state.
The formula is sum(lead lost time - lead created time) divided by Total number of lost leads.
Time to first meet (days)Calculates the average time for a lead to move from a new state to a met state.
The formula is sum(Lead first met time - Lead created time) divided by Total number of leads met.
Time to first call (hours)Calculates the average time for a lead to move from a new state to a called state.
The formula is sum(Lead first called time - Lead created time) divided by Total number of leads called.
Net Business IndicatorCalculates the value of business generated, in the configured currency. Fields that are marked as revenue fields are reckoned.
The formula is sum(Revenue).
Average ticket sizeCalculates the average value of generated business.
The formula is Net Business Indicator divided by the total number of leads in the won state.

See also


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