Metrics are a great way to see how many leads you and others on your team are capturing, and the quality of the leads. Any staff member can access the Metrics page by tapping on the bar graph icon in the lower right corner of the screen. From the Metrics page, you can export leads and metrics or view basic lead metrics.
Export
Exporting leads is super easy! Simply tap the icon in the top right corner of the Metrics page, enter the email address to which the export should be sent, and tap Send.
You'll receive an email within a minute containing a CSV download link and a link to a shareable version of the Metrics page.
The CSV file contains the following columns:
Id
First Name
Last Name
Attendee Email 1
Attendee Phone Number 1
Attendee Phone Number 2
Title
Company
Location
Photo
Summary
Rating
Status
Notes
Attachment
Number Of Scanners
Scanned By
First Scanner
First Scan Time
Last Scanner
Last Scan Time
Lead Source
Raw QR Code
Additional columns for each of the Contact Information options
Metrics page overview
The top of the Metrics page shows data for Total Scans, New Leads, Average Lead Quality, and Active Booth Staff.
Below these is the Leads Retrieved graph, which you can adjust to show Hourly, Daily, Weekly, or Monthly stats. Tap anywhere on the graph to see the exact number of leads and scans collected at a given time.
The next two charts are Lead Quality and Lead Status. Tap on any segment of the pie chart to see exact counts.
Lastly, the Booth Staff chart shows the number of Total Scans and New Leads for each staff member. Staff members only appear here if they've scanned at least one lead.
Now you know all about Metrics!
Questions? Chat Us or Email [email protected]