Analytics Dashboard Mastery

MyFBleads tracks leads by stage, conversion rates between stages, tag distribution, follow-up completion rates, and pipeline velocity. The dashboard shows these metrics with filtering by date range.

In the dashboard, view your pipeline to see how many leads move between stages. The conversion rate is the percentage of leads that progress from one stage to the next. Track this over time to measure improvement.

Use tags to track where leads come from. Create tags like Facebook Group, DM Outreach, or Profile Visit. Filter your dashboard by these tags to see which sources produce the most leads and conversions.

Pipeline velocity measures how fast leads move through your sales process. Faster velocity means shorter sales cycles. Track this by comparing when leads enter your pipeline versus when they reach Won or Lost stages.

Look for stages where leads accumulate without moving forward. If many leads are stuck in Proposal Sent, your proposals may need improvement. Use this insight to focus on specific parts of your process.

Export your leads with all tracking data to CSV. From there, use spreadsheet tools for custom analysis. The export includes all dates, stages, and tags for complete tracking history.

Weekly reviews help you catch issues early. Look at new leads added, conversions achieved, and any stages with growing backlogs. Monthly reviews are good for trend analysis and strategy adjustments.