Understanding Lead Analytics

Updated October 26, 2026 166 views

Understanding Lead Analytics

Track your lead performance with comprehensive analytics.

Accessing Analytics

Desktop

  • Navigate to Leads > Analytics
  • Full dashboard view
  • Interactive charts

Mobile

  • Tap Leads > Analytics
  • Scrollable stats
  • Touch-friendly charts

Desktop Analytics View

Dashboard Layout

  • KPI cards at top
  • Charts in main area
  • Filters on side
  • Export options

Available Charts

  • Purchase trend line
  • Funnel visualization
  • Recipient breakdown
  • Financial analysis

Mobile Analytics View

Layout

  • Stacked stat cards
  • Swipeable charts
  • Compact tables

Interaction

  • Tap cards for details
  • Pinch charts to zoom
  • Scroll for more

Key Metrics

Overview KPIs

  • Total Purchases
  • Total Spent
  • Revenue Generated
  • Conversion Rate
  • ROI

Display Differences

Desktop: Large cards with trend indicators

Mobile: Compact cards, swipe for more


Trend Analysis

30-Day Trend

Desktop:

  • Full-width line chart
  • Hover for daily values
  • Compare periods

Mobile:

  • Scrollable chart
  • Tap for values
  • Simplified comparison

Funnel Analysis

Pipeline Funnel

Desktop:

  • Visual funnel graphic
  • Counts per stage
  • Conversion percentages

Mobile:

  • Vertical bar display
  • Tap stages for detail
  • Simplified view

Recipient Performance

Track who you forward leads to:

Desktop Table

  • Columns: Name, Leads, Conversion, Revenue
  • Sort by any column
  • Click row for details

Mobile List

  • Cards per recipient
  • Key stats visible
  • Tap for full info

Date Filtering

Desktop

  • Date range picker
  • Compare periods
  • Custom ranges

Mobile

  • Tap date button
  • Quick presets
  • Custom selection

Exporting

Desktop

  • CSV/Excel download
  • Choose data range
  • Select metrics

Mobile

  • Share button
  • Email export
  • Save to files
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