DocsAnalytics
Track your lead pipeline — funnel, conversion, and quality trends
Analytics
The Analytics page shows how leads move through your pipeline — from first enquiry to qualified, handed off, and viewing booked — plus quality and trend insights. Use the date selector (7 / 30 / 90 days) at the top to change the period; headline figures show the change versus the previous period.
Pipeline funnel
The funnel tracks how many leads reached each stage in the period:
| Stage | Meaning |
|---|---|
| Captured | Lead created from any channel (web chat, email, SMS) |
| Engaged | Lead replied at least twice — a real conversation |
| Qualified | Lead met the qualification bar (budget, timeline, preferences — or a warm+ score) |
| Handed off | Conversation passed to your team |
| Viewing booked | A viewing/appointment was scheduled |
| Offer / Won | Recorded by your team from the lead drawer |
Each stage shows the count and the conversion rate from the previous stage, so you can see where leads drop off.
Note
Lead quality
A breakdown of leads by score band — Hot (80+), Warm (50–79), Cold (1–49) and New (0) — so you can see the quality of incoming enquiries at a glance.
Trends
A 12-week chart of lead volume, so you can spot whether enquiries are growing and how marketing or seasonal changes land.
Breakdown
Switch between:
- Channel — leads and qualified-rate per channel (web chat, email, SMS)
- Lead type — purchase vs rental enquiries
Why leads didn't qualify
When the assistant (or your team) marks a lead as not a fit, the reason is recorded — out of area, just browsing, budget mismatch, already with another agent, and so on. This panel ranks those reasons so you can see what's filling the top of the funnel without converting.
Time to qualify
The median time from a lead's first message to being qualified and to being handed off — a measure of how quickly the assistant is moving leads forward.
Export
Use Export CSV to download the period's analytics for your own reporting.