Lead Dashboard

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Overview

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Key Metrics & Analytics

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How It Helps

The dashboard helps you answer critical business questions:

• Which workflows generate the highest quality leads?
• Which channels perform best for lead generation?
• Where are leads dropping off in your funnel?
• What’s your cost per lead by campaign?

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Key Features

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Performance Analytics

• Real-time lead tracking
• Conversion rate monitoring
• Channel performance comparison
• Workflow effectiveness metrics

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Lead Quality Insights

• Lead scoring visualization
• Engagement metrics
• Conversion probability
• Lead source effectiveness

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Best Practices

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Weekly Review

Review this dashboard weekly to optimize:

• Workflow questions - Identify which questions generate the most qualified leads
• Lead qualification - Refine your lead scoring criteria
• Campaign targeting - Allocate budget to top-performing channels

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Data-Driven Decisions

• Use the dashboard to identify trends and make informed decisions
• Compare performance across different time periods
• Share insights with your sales and marketing teams

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Accessing the Dashboard

1. Log in to your AI Chat Assist account

2. Navigate to Leads > Dashboard

3. Use the date range selector to analyze different time periods

4. Lead Details:

   • First name
   • Last name
   • Email
   • Phone
   • Tags

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Lead Actions

For each lead, you can perform several actions:

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Lead Segmentation

Follow these steps to create a segment from your leads:

1. Select leads
   • Manually select specific leads, or apply filters and use the Select All option.
   • Example: To create a segment for leads tagged “Imported on 22 Aug”, apply that tag filter, Select All, then click Next.
2. Click Create Segment
   • Use the “Create Segment” button on the top-right of the leads list.
3. Fill segment details
   • Enter the Segment Name (required) and Description (optional) in the popup.
4. Save
   • Click Save to create the segment.

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Upload New Contacts

The Upload area is used for adding bulk leads.

1. Enter or create a new tag
2. Upload contact file (CSV/XLS/XLSX)
3. Drag and drop supported
4. Contacts are processed and added to the Lead List

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Import Leads

1. Upload CSV, XLS, or XLSX files
2. Maximum file size: 5 MB
3. Supports bulk addition of new contacts
4. Sample file available for format reference

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Next Steps