You can view the analytics for each pipeline by clicking on the analytics button beside the navigation menu button. With all analytics, you can view the data by past week, month, three months, past year, all time, or custom date range against user name or by all users or by user type (Frontline, Sales or Manager).
Fig1. Analytics button on the main dashboard.
Overview of the Analytics page.
Clicking on the button will bring you to the Campaign Analytics page.
1. The navigation column gives you a menu of the analytics you can view. You can filter each one by date range and at an individual or user type level.
2. It allows the option to export the pipeline/campaign activity reports within a one-day, seven days, 30 days or 90 days range to a PDF. This is a great tool to incorporate into team meetings and presentations. Alternatively, you also have the option to export individual analytics to a CSV file.
Fig2. Analytics page
This gives a summation of leads per sales cycle stage ( your company may have different sales cycle stages/names). You can select to view by Past week, Month, Three months, Year, All time, and Custom date range against user name or by all users as shown. The time period used to sum leads in each sales cycle differs depending on the date range selected.
Fig3. Leads Overview Chart
This shows the current stage of leads that were created in the specified date range.
1. Last Updated - is what date the last lead was submitted and the lead number. You can click on the lead number to take you directly to it.
2. Last Converted is the date and lead number when the last lead was Closed/Won.
Fig4. Conversion Pie Chart
The cumulative total for the specified date range is linked to the estimated value attributed to the lead when entering a total in the field for the lead either in the app or dashboard/CRM ( see Fig 6). In addition, you can attribute a status weight % for the estimated value to stages of the sales cycle. This is the chance or probability of that particular stage completing. This then ties into the $ value projection for each stage of the sales cycle as shown in the table below. Learn more about this feature
Resulting in new business - Is the cumulative total broken down per stage.
Fig5. Revenue Table
Fig6. Value Field in Lead
This table gives you a breakdown by team member of the total number of leads and cumulative total value (see Revenue Overview above).
Fig7. Team Performance Table
This chart gives you a breakdown of activities undertaken by Managers and Salespersons during the selected date range. If you use our Inside Sales Support PM service, you have the opportunity to either include or exclude them from the analysis. It's a great way to gauge just how active and successful they are for your company. Want to learn more?
Fig8. Team Activities Analysis
This table gives you an overview of status updates across the sales cycle for each user in your pipeline by the selected date range. You also have the option to export this file (click on export) into a CSV file allowing you to use it for your business purposes.
Fig9. Status Updates
Leader Board( Participation)
This gives you an analysis of all leads in the pipeline in the selected date range organized by user and sales cycle stage status. It also provides the number of users that have been engaged out of the total number of users signed up since the implementation of the platform.
Fig10. Leaderboard Participation
This analysis gives you a breakdown of the total number of leads in each stage. Clicking on View all
will open up a new tab to the list view of the dashboard with leads filtered by the respective stage you've selected. From there, you can click on each lead to view more details.
This gives you a view of the number of days were active in Wingmate. You can view this at an All User level or User Type level, i.e. Frontline, Sales, Manager level.
Fg12. Active Users
Average Stage Length
This gives you an overview of the average number of days in each stage before moving to the next stage in the sales cycle. Again, you can view this by all users or at an individual level.
Fig13. Average Stage Length
This analytic will show you the number of leads chased by the PM(s) for the selected date range if you have our Inside Sales Support Service. Want to learn more?
Fig14. Leads chased by PM.