LeadCenter brings you Events Report so that you can view events-related consolidated data and make decisions based on real-time updates. This report consists of graphs, charts, and metrics to display the efficiency of your business operations and steer you toward making smart choices.

Access the Events Report

Follow the steps given below to access the All Production report:

  1. Log into your LeadCenter account.
  2. Click on Reports in the left navigation panel.
  3. Navigate to Marketing Reports and select Events Report.
  4. That’s all!

Dashboard components

Upon accessing this report, you’ll see three tabs on the left side. Each tab provides a different kind of report. These tabs are:

Common components

The common components of each tab include:

Note: The Spend Amount metric is the same in all three tabs while the other metrics vary.

Filters

You’ll see the filters on top of the screen. You can click on the required filter dropdown to specify your search.

Event Internal Name

Use this dropdown to select a specific event by its internal name.

Event Type

This dropdown shows the event types. For example, workshops or seminars.

Event Status

Use this dropdown to see the status of an event. For example, canceled, scheduled, or completed.

Is Virtual?

Click on this dropdown to see if it was a virtual event.

Event Public Name

Use this dropdown to select a specific event by its public name.

Venue

Use this dropdown to select required event venues.

Event State

Use this dropdown to specify your search by the state the event is held in.

Office Location

Use this dropdown to view the office location where the event is held.

Organizers List

Use this dropdown to view the list of organizers for this event.

Metric

You’ll see a tile for the Spend Amount metric in both Events Overview and Expenditure tab. Other metrics are specific to each tab.

Events Overview tab

You can switch between tabs to see the components specific to each tab.

Let’s see the components of the Events Overview report:

Metrics

This tab has various metrics to provide you with a glance into the event turnout. These metrics are:

Conversion metrics

In addition to the above metrics, you'll see the conversion metrics here:

Bar graphs

You’ll see different event statistics displayed in bar graphs. Let’s take a look at these graphs:

Event Expenditure Timeline

This graph shows the total amount spent on an event and its breakdown by month or year.

Events Timeline

This graph shows how many events you organized per month or year.

Events by Type Timeline

This graph displays the event type regarding the month or year it was organized. The event type is color-coded for easy interpretation.

Attendees Timeline

This graph displays the people who registered to attend an event. You can see different attendee statuses such as confirmed, canceled, and attended. These statuses are color-coded for better understanding.

List of Events

By the end of this report, you’ll see the List of Events. it is a tabular representation of all event-related details. You can see these columns here:

Attendees

Switch to this tab and you’ll find the total number of attendees. This report provides an extensive view of all attendees based on the status of their attendance, the sources they’re coming from, and the stage of their buyer’s journey.

Metrics

The metrics you see here are:

Bar graphs

You’ll find three bar graphs in this report.

Attendees by Status

This graph shows how many people are confirmed to attend and how many are still deciding.

Lead Source

You can see where your leads are generated from. It provides you with a holistic view of digital and traditional channels and helps you direct your marketing efforts accordingly.

Lead Stage

This is where you can see the stage of your lead’s journey. For example, they book a first appointment with you.

List of Attendees

After the graphs, you’ll see the tabular representation of the list of attendees. You’ll find information in different columns:

Expenditure

Switch to this tab and you’ll find the total cost of the required event. This dashboard displays the total amount spent and provides a comprehensive view of event-related expenditures.

Metrics

You’ll find these metrics here:

List of Expenditures

You’ll find the tabular representation of the list of expenditures in this report. The different columns showcase the following information:

LeadCenter offers dynamic dashboards with metrics that drive value for your financial advisory firm. One of these dashboards is 1st Appointments with New Prospects. This report presents metrics related to your first meeting with a new prospect. Many financial advisors see this first meeting as a make-or-break point which is why dissecting the elements of this meeting and obtaining real-time numbers is what this report will enable you to do.

Access Appointment Performance Reports - 1st Appointments with New Prospects

To access this report, follow these steps:

  1. Sign in to your LeadCenter.AI account.
  2. Click on Reports in the left navigation panel.
  3. In the Appointment Performance Reports section, click on First Appointments with New Prospects.
  4. You’ll see the dashboard:

Components

This report consists of different components such as filters, KPIs, charts, and graphs. Each of these components helps you gain a unique insight into the first meeting with a new prospect. Let’s see what these components are:

Filters

You’ll see different filters on top with drop-down menus to choose from. You can select as many filters as required. Let's take a look at these filters:

Lead Source

This filter shows where the leads are coming from. For example, YouTube, Facebook, Email marketing, etc.

Lead Stage

Click on the drop-down menu to see all the stages of a lead’s journey. For example, Won, Lost, Qualified, Disengaged, etc. You’ll also see the number of leads in each stage.

Lead State

Use this filter to select the state your lead is in. Selecting Open will show leads that are currently processing while selecting Closed will reveal leads that have been converted or lost.

Lead Owner

Click on the drop-down menu to select and see the lead’s owner. For example, if you select your name, you’ll see the leads that you brought.

Advisor

Use this filter to search by financial advisors in your firm.

Meeting Status

This filter enables you to see the meeting status. For example, you can select the confirmed meetings, the no-shows, cancelled, and completed.

Meeting Category

Click on the drop-down menu to see the category of the meeting. For example, the first meeting.

Metrics

After filters, you’ll see the metrics in the middle of the screen. Each metric is represented with a dedicated tile.

Here’s a brief description of each of these metrics:

Bar graphs

There are different bar graphs to visualize the elements of this report.

Timeline

This graph displays the number of appointments based on the day, month, year, and quarter. For instance, you made a total of 50 appointments in the month of June, out of which 42 were kept, 6 were cancelled, and 2 were no-shows.

Meeting Status

This graph breaks down the number of appointments based on the meeting status. For example, 100 are kept, 20 are cancelled, and 1 is a no-show.

Leads by Stage

Here you can see the number of leads in various stages of the buyer’s journey. For example, 10 are qualified, 5 are disengaged, 7 are in the first appointment stage, etc.

Leads by Source

This graph represents the number of leads generated from different sources. This enables you to view sources such as Google Ads, organic searches, referrals, etc.

Tabular representation of 1st appointments

In addition to bar graphs, you’ll see tables displaying the percentage of first appointments based on advisor and source.

1st Appointment by Advisor

This table displays the percentage of kept appointments based on advisor. This enables you to seek a glance into the efficiency of your advisors. The columns here show the percentage of prospects that kept appointments with a specific advisor and how many of them converted or are in pending status.

1st Appointment by Source

This table shows the percentage of appointments based on the source. The columns here display the number of prospects coming from various sources.

List of Appointments

By the end of this report, you’ll see the tabular representation of the list of appointments. This table consolidates all the appointment-related information and provides a holistic view.

Let’s see the columns in this table:

LeadCenter is purpose-built for financial advisors. The platform provides advanced reporting and analytics for you to better understand the sales and marketing operations of your organization, identify roadblocks, and promote operational efficiency. To ensure proficiency, you can utilize one of our dynamic reports called Appointment Performance Reports - All Appointments with New Prospects.

Access Appointment Performance Reports - All Appointments with New Prospects

To access this report, follow these steps:

  1. Sign in to your LeadCenter.AI account.
  2. Click on Reports in the left navigation panel.
  3. In the Appointment Performance Reports section, click on All Appointments with New Prospects.
  4. You’ll see the dashboard:

Components

This report consists of different components such as filters, metrics, and tables. The components here help you access the statistics regarding all your appointments with prospects.

Filters

You’ll see different filters on top with drop-down menus to choose from. You can select as many filters as required.

The filters that you can use to narrow down your search are:

Lead Source

This filter shows where the leads are coming from. For example, YouTube, Facebook, Email marketing, etc.

Lead Stage

Click on the drop-down menu to see all the stages of a lead’s journey. For example, Won, Lost, Qualified, Disengaged, etc. You’ll also see the number of leads in each stage.

Lead State

Use this filter to select the state your lead is in. Selecting Open will show leads that are currently processing while selecting Closed will reveal leads that have been converted or lost.

Lead Owner

Click on the drop-down menu to select and see the lead’s owner. For example, if you select your name, you’ll see the leads that you brought.

Advisor

Use this filter to search by financial advisors in your firm.

Meeting Status

This filter enables you to see the meeting status. For example, you can select the confirmed meetings, the no-shows, cancelled, and completed.

Meeting Category

Click on the drop-down menu to see the category of the meeting. For example, the first meeting.

Metrics

After filters, you’ll see the metrics in the middle of the screen. Each metric is represented with a dedicated tile.

Here’s a brief description of each of these metrics:

Tabular representation of all appointments by advisor

After metrics, you’ll see a table displaying the history of all appointments scheduled and kept, grouped by advisors. You’ll find out which of your advisors are converting prospects into clients and after how many appointments.

List of Appointments

By the end of this report, you’ll see the tabular representation of the list of appointments. This table consolidates all the appointment-related information and provides a holistic view.

Let’s see the columns in this table:

The Deals Velocity Report presents a comprehensive view of how your company finalizes business deals within a specific timeframe. It provides valuable insights into your company’s performance and your ability to convert leads into paying clients within a chosen period of time.

Access the Deals Velocity Report

  1. Log into your LeadCenter account.
  2. Click on Reports in the left navigation sidebar.
  3. Click on Velocity Report in the Appointment Performance Report section.
  4. You’ll see the Deals Velocity Report dashboard.

Components

This dashboard has different components to showcase your company’s performance regarding the speed of closing deals. Let’s see what these components are:

Filters

You’ll see the filters on top to specify your search.

Account Type

This dropdown allows you to select the account type. You can choose AUM or Insurance and Annuities.

Advisor

Click on this dropdown to select the financial advisor managing the accounts.

Deal velocity index

It represents the average number of days from the first appointment with a lead to the day they become a paying client. It reflects how quickly an efficient advisory practice can convert initial meetings into actionable accounts.

Chart - Deal Velocity From 1st Appt kept to Account Issued (Days)

The deals velocity index is first represented by a half-pie chart or a speedometer. It presents an overall picture of the average speed with which your company is closing deals.

Bar graph - 1st Kept to Issue Velocity Per Month

The bar graph presents a granular view of the number of leads from the first meeting to the average number of days till they issue an account.

Tabular representation of deals velocity by advisor

The table shows columns with advisors' and clients’ names. It offers you a unique insight into your advisors’ professional prowess. You can see which advisors are quickly turning leads into clients with accounts.

Chart - Accounts Deal Velocity From Signed to Issued (Days)

Scroll down on this dashboard and you’ll find another half-pie chart. This chart displays the duration between a client signing the deal and issuing the investable assets.

Bar graph - AVG Deal Velocity by Account Type

Next to the half-pie chart, you’ll see a bar graph. It showcases the deal velocity regarding the account type. For example, insurance, annuities, and AUM. It enables you to analyze which of these account types get processed quickly and efficiently.

Bar graph - Account Issuing Velocity from app signed date to contract date

This bar graph represents the time it takes to process your client’s application and finalize the contract.

Bar graph - Average Deal Velocity by Advisor

This bar graph displays the number of days it takes for each individual advisor to finalize a deal. It acts as a performance metric for your advisors and allows you to optimize your operations based on high-performing employees.

Reporting and analytics help you understand your business operations and enable you to view key performance indicators (KPIs). These KPIs show you different aspects of your financial advisory firm by compiling data into comprehensive reports. One of these reports is the All Production (Issued, Pending, and Cancelled) report which displays all the client accounts information and presents growth-driven statistics.

Access the All Production report

Follow the steps given below to access the All Production report:

  1. Log into your LeadCenter account.
  2. Click on Reports in the left navigation sidebar.
  3. Navigate to Production Reports and select All Production (Issued, Pending, and Cancelled)
  4. That’s all!

Dashboard components

Upon accessing this report, you’ll see three tabs on the left side. Each tab provides a different kind of report. These tabs are:

Note: Business by Type is the default report that you see once you access this dashboard.

Common components

The common components of each tab include:

Filters

You’ll see the filters on top of the screen. You can click on the required filter dropdown to narrow down your search.

Source

Click on this dropdown to see the different channels your leads are originating from.

Lead Stage

Click on the dropdown to select the stage of a lead’s journey. You can customize the lead stages as required.

Insurance Company

Click on this dropdown to select the accounts for a specific insurance company. You can select the required insurance company from a list of companies.

Insurance Product

Click on the dropdown to see the accounts for a specific insurance product.

AUM Product

Click on the dropdown to see the accounts for a specific AUM product.

Advisor Name

Click on this dropdown to select the writing advisor managing the accounts.

Status

Click on the dropdown to select the status of the account. For example, issued or pending.

Business Type

This dropdown allows you to select the account type. For example, AUM or annuity.

Insurance Product Type

Click on the dropdown to choose the insurance product type.

AUM Product Type

Click on the dropdown to choose the insurance product type.

Metrics

After the filters, you can see the following metrics at-a-glance:

Here’s a brief description of these metrics:

Total Amount

This is the total amount that your company is handling for the clients.

Status: Issued

The amount that has been issued to your company.

Status: Pending

The amount that is yet to be received.

Status: Cancelled

The number of accounts that were cancelled.

Tabular representation of List of AccountsThe number of accounts that were cancelled.

By the end of each report, you’ll find a table with different columns each representing a different element of the client accounts.

Overview tab

You can switch between tabs to see the components specific to each tab. Let’s see the components of the Overview report:

Pie graphs

You’ll see pie graphs displaying different business information in percentages.

Status

This graph shows the percentage of accounts in issued, pending, cancelled, and closed status.

Business Type

This graph represents the percentage of business types associated with client accounts. For example, your company is handling 60% AUM, 20% fixed annuity, and 20% fixed index annuity accounts.

Advisor

This graph shows advisors’ contribution to managing clients’ accounts.

Lead Stage

This graph shows the stages of a lead’s journey. For example, 30% of your leads are pending, 30% are qualified, and 40% are won.

Bar graphs

You’ll see bar graphs that represent the amount issued and pending by:

Amount by Year

This graph represents the amount issued, pending, cancelled, and closed by a year.

Amount by Quarter

This graph displays the amount issued, pending, cancelled, and closed by each quarter.

Amount by Advisor

This graph shows the amount issued and pending by the advisor handling that account.

Amount by Business Type

This graph shows the issued, pending, cancelled, and closed accounts for fixed annuities, fixed index annuities, and AUM.

Business by Advisor tab

Switch to this tab and you’ll find tables showcasing the business metrics associated with each advisor.

Tabular representation of Status/Amount Issued

This table shows the total amount each advisor is managing. You can see these columns:

Tabular representation of Amount By Advisor & Quarter

This table further elaborates on the total amount each advisor is handling per quarter. You can see the same columns as above, the only difference is that these columns are grouped by quarters.

Tabular representation of Amount Per Source by Status

This table showcases the main channels that your leads are generated from. The columns here represent the leads that come from certain sources and are now clients with accounts. This enables you to view the channels that bring the highest money flux.

Business by Type tab

This is the default tab that you’ll see when you access the All Production report. This is specifically for the business owners to view the insurance/AUM products and the amount associated with each one.

Tabular representation of Amount Issued by Business Type

This table displays insurance/AUM products and the amount each product is bringing in.

Tabular representation of Amount Issued by Type & Quarter

This table represents the amount issued for products, and groups it by each quarter.

Tabular representation of Amount Issued by Type Per Source

This table displays all the products in the first column and dedicates all other columns to the sources the leads come from. This enables you to view the sources which bring the highest flux of money.

The Issued Productions report presents the clients' accounts based on the date the investable amount was issued. With this article, we'll delve deeper into the components of this dashboard.

Access the Issued Productions (based on Issued Date)

Follow the steps given below to access the All Production report:

  1. Log into your LeadCenter account.
  2. Click on Reports in the left navigation sidebar.
  3. Navigate to Production Reports and select Issued Productions (based on Issued Date).
  4. That’s all!

Dashboard components

Upon accessing this report, you’ll see four tabs on the left side. Each tab provides a different kind of report. These tabs are:

Note: Business Timeline is the default report that you see once you access this dashboard.

Common components

The common components of each tab include:

Filters

You’ll see the filters on top of the screen. You can click on the required filter dropdown to narrow down your search.

Source

Click on this dropdown to see the different channels your leads are originating from.

Lead Stage

Click on the dropdown to select the stage of a lead’s journey. You can customize the lead stages as required.

Insurance Company

Click on this dropdown to select the accounts for a specific insurance company. You can select the required insurance company from a list of companies.

Insurance Product

Click on the dropdown to see the accounts for a specific insurance product.

AUM Product

Click on the dropdown to see the accounts for a specific AUM product.

Advisor Name

Click on this dropdown to select the writing advisor managing the accounts.

Status

Click on the dropdown to select the status of the account. For example, issued or pending.

Business Type

This dropdown allows you to select the account type. For example, AUM or annuity.

Insurance Product Type

Click on the dropdown to choose the insurance product type.

AUM Product Type

Click on the dropdown to choose the insurance product type.

Metrics

You’ll see a tile for the Total Issued amount.

Overview tab

You can switch between tabs to see the components specific to each tab. Let’s see the components of the Overview report:

Pie graphs

You’ll see pie graphs displaying different business information in percentages.

Business Type

This graph represents the percentage of business types associated with client accounts. For example, your company is handling 60% AUM, 20% fixed annuity, and 20% fixed index annuity accounts.

Advisor

This graph shows advisors’ contribution to managing clients’ accounts.

Lead Stage

This graph shows the stages of a lead’s journey. For example, 30% of your leads are pending, 30% are qualified, and 40% are won.

Bar graphs

You’ll see bar graphs that represent the amount issued and pending by:

Amount by Year

This graph represents the amount issued, pending, cancelled, and closed by a year.

Amount by Quarter

This graph displays the amount issued, pending, cancelled, and closed by each quarter.

Amount by Advisor

This graph shows the amount issued and pending by the writing advisor managing that account.

Amount by Business Type

This graph shows the issued, pending, cancelled, and closed accounts for fixed annuities, fixed index annuities, and AUM.

Business by Advisor tab

Switch to this tab and you’ll find tables showcasing the business metrics associated with each advisor.

Tabular representation of advisors and issued amount

This table shows the total amount each advisor is handling. You can see these columns:

The last row is for the Grand Total which is the sum of all the numbers in the Amount Issued column.

Amount Issued by Advisor in a bar graph

This bar graph shows the total investable amount issued and the financial advisor managing it.

Tabular representation of Amount By Advisor & Quarter

This table further elaborates on the total amount each advisor is handling per quarter. You can see the same columns as above, the only difference is that these columns are grouped by quarters.

Tabular representation of Amount Advisor Per Source

This table showcases the main channels that your leads are generated from. The columns here represent financial advisors managing the leads that come from certain sources. This enables you to view the channels that bring the most amount value.

Business by Type tab

This report is specifically for the business owners to view the insurance/AUM products and the amount associated with each one.

Tabular representation of Amount Issued by Business Type

This table displays insurance/AUM products and the amount each product is bringing in. You can see these columns:

The last row is for the Grand Total which is the sum of all the numbers in the Amount Issued column.

Amount Issued by Business Type in a bar graph

This bar graph shows the total investable amount issued for a specific insurance/AUM product.

Tabular representation of Amount Issued by Type & Quarter

This table represents the amount issued for products, and groups it by each quarter.

Tabular representation of Amount Issued by Type Per Source

This table displays all the products in the first column and dedicates all other columns to the sources the leads come from. This enables you to view the sources that bring the highest money flux.

Tabular representation of List of Accounts
By the end of these three tabs, you’ll find a table with different columns each representing the elements of the client accounts.
Contract Number: The unique number assigned to a contract.
Business Type: The type of account selected by the client. For example, fixed annuity or AUM.
Advisor Name: The name of the financial advisor taking the lead on this account.
Client Name: The name of the client.
Insurance Company: The name of the insurance company.
Insurance Product: The name of the insurance product.
Aum Product: The name of the AUM product.
App Signed Date: The date when the contract was signed.
Account Issued Date: The date when the investable amount was issued to the account.
Status: The status of the account. For example, issued or pending.
Amount Issued: The total investable amount issued by the client.

Business Timeline tab

This is the default tab you’ll see when accessing the Issued Productions report. This tab displays the amount issued by the actual date.

Tabular representation of amount issued by month

At first, you see a table with columns to show the month and the amount issued for that month. The end row displays the grand total of the amount issued.

Bar graphs

You’ll see different bar graphs in this report to showcase the issued amount by year, month, and week.

Monthly Commutative Amount Issued - Current Year vs Previous Year

This graph presents the total amount issued each month of this year and shows a comparison with the corresponding amount from the previous year.

Issued by Month

This graph shows the amount issued each month.

Issued by Week

This graph shows the amount issued each week of a month.

This Week (Starting Monday)

This graph shows the daily disbursement amount for the current week.

Last Week (Monday to Sunday)

This is where you’ll see the daily amount issued for the past week.

LeadCenter presents Advisor Commission Payments Report for managing advisors’ commission payments transparently and efficiently. This dashboard offers a comprehensive view of advisors’ commission earnings and empowers you to make informed decisions based on real-time data. You can get insight into the total commission that the advisors are bringing in and track their success accordingly.

Access the Advisor Commission Payments Reports

To access the dashboard, follow the steps given below:

  1. Log into your LeadCenter account.
  2. Click on Reports in the left navigation sidebar.
  3. Navigate to Commission Reports and click on Advisor Commission Payments Reports.
  4. You’ll see the dashboard.

Dashboard summary

This dashboard contains dynamic components and enables you to apply filters to narrow down your search. You can also view different pie charts, line and bar graphs, and a tabular representation of the advisors’ accounts management activities.

Filters

You can see filters as dropdown buttons on the top of this dashboard. Let’s see what these filters represent:

Account Type

This dropdown reveals the account types the advisors are managing. For example, an insurance account or AUM products.

Product

Click on this dropdown to see a list of insurance and AUM products to choose from.

Advisor Name

Use this dropdown to select the specific advisor and view statistics.

Customer Name

Click on this dropdown to select the required customer.

Metrics

After the filters, you can see different metrics at-a-glance. These metrics are:

Here's a brief description of each of these metrics:

Amount issued

The total investable amount issued by the client.

Company Commission Amount

The estimated fee for your company.

Paid to Bank Amount

The amount received in the company’s bank.

Advisor Base Commission Amount

The commission amount for advisors.

Advisor Payment Amount

The total amount paid to the individual advisors.

Pie charts

You can see two pie charts, each representing different statistics.

Amount Issued by Type

This pie chart reflects the percentage of the amount according to the account type.

Commission Amount by Advisor

This chart shows how much each advisor is making from the total commission amount.

Bar graphs

You’ll see two bar graphs reflecting different statistics.

Advisor Base Commission

This graph shows the advisors’ commission percentage for the account they’re managing.

Commission Amount by Advisor (Paid to Bank)

This graph shows the actual amount paid to the company for each individual advisor.

Other functions

The bar graphs offer some other functions as well. Click on the three-dot menu on the right side of the graph to reveal these options:

  1. Sort by: Select this option to sort the graph by Advisor Name or Advisor Base Commission.
  2. Reset: Select this option to return to the default view of the table.
  3. Export: Click on Export to see a modal with different options. Select one of the given file formats to start exporting the data represented in the graph.

Line graph

You can see one line graph representing the investable assets correlating with the required timeline.

Amount Issued - Timeline

This graph shows the total amount issued by clients within a specific timeline.

Tabular representation of advisors’ commission payments

By the end of this dashboard, you’ll find a table with different columns each representing a different element of the Advisor Commission Payments Reports.

List of Payments to Advisors

You’ll see the following columns in this table:

Data consistency, advanced metrics, and holistic reports enable you to make data-centric decisions and drive growth to your business. LeadCenter provides all that and more with its interactive dashboards. One such dashboard is the Financial Accounts dashboard. You can view all accounts in one place and access relevant information.

Access the Financial Accounts dashboard

Follow the steps given below to access the Financial Accounts dashboard:

  1. Log in to your LeadCenter account.
  2. Click on Reports in the left navigation panel and navigate to Production Reports.
  3. Click on Financial Accounts to access the dashboard.
  4. That’s all! You’re on the dashboard.

Note

Select date range

In addition to accessing the Financial Reports dashboard, you can select a date range to view lead activity. Just click on the Select date range dropdown on the top right side of the screen.

Use this drop-down to select a specific date range and view the analytics accordingly. LA-Date filter Select from a number of options and view yearly, quarterly, monthly, weekly, and daily analytics. LA-Date Filter 1

Dashboard summary

The Financial Accounts dashboard is easy-to-follow and provides a glance at the accounts and relevant details. It helps you view the list of client accounts and associated sales processes.

Let’s explore the components of this dashboard:

Filters

On the top of the page, you’ll see filters to narrow down your search.

Source

Click on the dropdown to see the channels that your leads are coming from. For example, a YouTube ad prompted a lead to inquire about your services.

Lead Stage

Click on the dropdown to select the stage of a lead’s journey. You can customize the lead stages as required.

Insurance Company

Click on this dropdown to select the accounts for a specific insurance company. You can select the required insurance company from a list of companies.

Insurance Product

Click on the dropdown to see the accounts for a specific insurance product.

AUM Product

Click on the dropdown to see the accounts for a specific AUM product.

Advisor Name

Click on this dropdown to select the financial advisor managing the accounts.

Status

Click on the dropdown to select the status of the account. You can select from Issued, Pending, or Cancelled.

Business Type

This dropdown allows you to select the account type. You can choose from Insurance, AUM, or Financial Planning Only.

Insurance Product Type

Click on the dropdown to choose the insurance product type.

AUM Product Type

Click on the dropdown to choose the AUM product type.

Account List

After the filters, you’ll see all accounts listed in a tabular format. You can view different columns with related information.

Three-dot menu

The Account List table offers some other functions as well. Click on the three-dot menu on the right side of the table to reveal these options:

  1. Sort by: Select this option to sort the table by any of the given columns.
  2. Reset: Select this option to return to the default view of the table.
  3. Export: Click on Export to see a modal with different options. Select one of the given file formats to start exporting the data represented in the table.

Additional functions

In addition to the filters, you can see two buttons on the top right side of each report:

Reset Filters Download (PDF) reset-download

Reset Filters

Use this button to clear all the selected filters and reset it to the default view. You can reapply any and all filters as required.

Download (PDF)

You can use this button to download the required analytics report as a PDF. Follow the steps below:

  1. Click on the Download (PDF) button.
  2. A modal will open prompting you to download.
  3. download-pdf
  4. Click Download to proceed or Cancel to go back.

LeadCenter provides different marketing reports for you to monitor and track daily activities, analyze the outcome of marketing efforts, and make informed decisions. This comprehensive tool helps you visualize various metrics in a more digestible format. The Engagements dashboard presents you with the following engagement metrics:

Accessing engagement reports

To access engagement reports, follow these steps:

  1. Sign in to your LeadCenter.AI account.
  2. Click on Reports in the navigation sidebar on the left.
  3. In the Marketing Reports section, click on Engagements (Appts, Email, SMS, and Tasks).Access engagement reports
  4. You’ve reached the Engagements Reports dashboard.
  5. Switch among these tabs on the screen to view the required report:
    1. Appointments
    2. Emails
    3. Calls
    4. SMS
    5. Tasks

Note

In addition to accessing the engagements reports, you can select a date range to view lead activity.

Select date range

Click on the Select date range dropdown on the top right side of the screen. Use this drop-down to select a specific date range and view the analytics accordingly. LA-Date filter Select from a number of options and view yearly, quarterly, monthly, weekly, and daily analytics. LA-Date Filter 1

Appointments tab

Upon accessing the engagements reports, the default view is for the appointments. Here you can view all meetings you scheduled with clients over the selected date range.

Filters

The filters here are

Appointments filters

Performance metrics

You can see the performance metrics below the filters. These metrics are:

Appointments PMs

Graphical representation of appointments

You’ll see two graphs representing the appointments:

Appointments

This graph shows the meetings in accordance with the dates these were created.

Appointments by Status

This pie chart shows the percentage of appointment status. For example, 10% of the scheduled appointments were confirmed, 20% were canceled, and 5% got completed.

Tabular representation of appointments

By the end of this page, you’ll see a tabular display of all appointments. The table, List of Appointments, houses all appointments and has various columns to contain relevant information regarding an appointment. These columns are:

Other functions

The List of Appointments table offers some other functions as well. Click on the three-dot menu on the right side of the table to reveal these options:

  1. Sort by: Select this option to sort the table by any of the given columns.
  2. Reset: Select this option to return to the default view of the table.
  3. Export: Click on Export to see a modal with different options. Select one of the given file formats to start exporting the data represented in the table.

Emails tab

Switch to the emails tab and view valuable information about your email engagement efforts and make data-driven decisions for precise targeting. Here you can see how the emails are performing, and identify the ones that are resonating more with your target audience.

Performance metrics

You’ll see different performance metrics at the top of this page. These metrics are:

Graphical representation of emails

You’ll see two graphs representing the emails:

Emails

This graph displays the emails sent during the required date range.

Emails by Status

This pie chart shows the percentage of emails with different statuses. For example, 60% sent, and 40% received.

Tabular representation of links clicked

You can see a table with a list of links and a column next to it for the number of times the link was clicked.

Email Conversion Funnel

For a simpler view of how email marketing takes place, scroll down to the end of this page and see the email conversion funnel. It enables you to take a quick glance at how the emails work and generate views and clicks.

Calls tab

Switch to the calls tab and view the statistics of your inbound calls. The metrics here enable you to better understand customer interactions and improve engagement.

Performance metrics

You can view the following performance metrics here:

Graphical representation of the inbound calls

You’ll see two graphs representing the inbound calls statistics:

Inbound Phone Calls

This graph displays the total inbound calls received during the required date range.

Calls by Status

The pie chart displays the percentage of completed and no-answer calls. It helps you better allocate resources to the calls not getting answered.

SMS tab

You can go to the SMS tab and view the message-related statistics. This enables you to measure the performance of SMS as a potential marketing channel.

Performance metrics

You can view the following performance metrics here:

Graphical representation of the sent and received SMS

You’ll see two graphs representing the incoming and outgoing messages:

SMS

This graph displays the total number of messages sent and received during the required date range.

SMS by Status

The pie chart displays the percentage of sent and received messages.

Tasks tab

You can go to the tasks tab and view metrics for tasks. It corresponds with the daily task management of your account and keeps track of all tasks-related activities. 

Performance metrics

You can view the following performance metrics here:

Graphical representation of Tasks

You’ll see two graphs representing the completed, canceled, and not started tasks:

Tasks

This graph displays the total number of tasks during the required date range.

Tasks by Status

The pie chart displays the percentage of completed, canceled, and not started tasks.

Line graph functions

All of the Engagements reports are represented by individual line graphs. On the right side of each of these graphs, you'll see two arrows and a three-dot menu.

Drill up

Use the upward arrow to have a bird's eye view of each report.

Drill down

Use the down arrow to have a more detailed view of the required report.

Three-dot menu

Alternatively, you can click on the three-dot menu to Drill up, Drill down, Reset, and Export lead generation data.

Additional functions

In addition to the filters, you can see two buttons on the top right side of each report:

Reset Filters Download (PDF) reset-download

Reset Filters

Use this button to clear all the selected filters and reset it to the default view. You can reapply any and all filters as required.

Download (PDF)

You can use this button to download the required analytics report as a PDF. Follow the steps below:

Click on the Download (PDF) button. A modal will open prompting you to download. download-pdf Click Download to proceed or Cancel to go back.

Lead Analytics refers to tracking and analysis of lead-related information. In simple terms, lead generation analytics helps track lead-related activities and enables you to make informed decisions. LeadCenter offers a holistic dashboard to view and monitor different reports regarding lead activity. Here’s what you can view at a glance:

Accessing lead analytics

To access the lead analytics dashboard, follow these steps:

  1. Sign in to your LeadCenter.AI account.
  2. Click on Reports in the navigation sidebar on the left.
  3. In the Marketing Reports section, click on Lead Analytics.Accessing Lead Analytics-X
  4. That’s all. You’ve reached the Lead Analytics dashboard.Lead Analytics Dashboard

Filters

You’ll see different filters on top with drop-down menus to choose from. You can select as many filters as required.

Filters-LA

The filters that you can use to narrow down required lead information are:

Stage

Click on the drop-down menu to see all the stages of a lead’s journey. For example, Won, Lost, Qualified, Negotiation, etc. You’ll also see the number of leads in each stage.

Medium

Click on the drop-down menu to select the mediums your leads are using to reach you. For example, Zapier, Redtail, Website Forms, etc.

Campaign

Click on the drop-down menu to view the leads generated as a result of a campaign.

Stage State

Click on the drop-down menu to select one or both stages of a lead’s journey. Selecting Open will show leads that are currently processing while selecting Closed will reveal leads that have been converted or lost.

Source

Click on the drop-down menu to see where the leads are coming from. For example, Youtube, Facebook, Email marketing, etc.

Owner

Click on the drop-down menu to select and see the lead’s owner. For example, if you select your name, you’ll see the leads that you brought.

Won or Lost

Click on the drop-down to see won or lost leads.

Additional functions

In addition to the filters, you can see three more buttons on the top right side of this dashboard:

Select date range

LA-Date filter
LA-Date Filter 1

Reset Filters

Download (PDF)

You can use this button to download the analytics report as a PDF. Follow the steps below:

  1. Click on the Download (PDF) button.
  2. A modal will open prompting you to download.LA-Download modal
  3. Click Download to proceed or Cancel to go back.

Lead generation performance metrics

There are different marketing performance metrics regarding lead generation data. It displays the number of leads generated:

LA-Performance metrics

Graphical representation of leads

You can visualize the generated leads in graph form. On the right side of this graph, there are two arrows and a three-dot menu.

Drill up

Use the upward arrow to have a bird's eye view of leads generated.

Drill down

Use the down arrow to have a more detailed view of leads generated.

Three-dot menu

Alternatively, you can click on the three-dot menu to Drill up, Drill down, Reset, and Export lead generation data.

LA-3 dot menu

Exporting lead data

To export this data, follow these steps:

  1. Click on the three-dot menu.
  2. Select Export.
  3. A modal will open.LA-Graph export
  4. Select the file format to export the data in.
  5. Hit the Export button to proceed or Cancel to go back.

Pie-chart representation of lead data

Scrolling down this dashboard, you’ll see pie charts representing the leads generated by:

Leads by Source

Here you’ll see all the sources the leads are coming from. The source with the highest percentage enables you to target your marketing efforts accordingly.

Leads by Stage

This pie chart displays the different stages that a lead goes through. You can view the current stage of leads and take proactive measures. For example, focusing on nurturing qualified leads or moving forward with the won leads.

LA-Stage Pie Chart

Leads by Medium

This chart shows you the path your leads are taking to get to you. It enables you to target the mediums with the highest percentage. For example, if most of the incoming leads are using Chat as a medium to communicate, you should be investing in customer support and automation.

LA-Medium Pie Chart

Tabular view of Leads by Source \ Current Stage

Scroll down to the end of the page and you’ll find a tabular representation of leads categorized by source and current stage. Here’s how this works:

For example, 10 out of 50 incoming leads from email marketing are in the Qualified stage, 2 are in the Spam stage, 10 are in the Lost stage, and 3 are already existing customers.

LA-Tabular lead data

The value proposition

This tabular display of all your leads in different stages along with the source they’re coming from enables you to take account of your marketing tactics. You can tailor your marketing strategies to the source that is generating the highest lead-to-conversion rate.


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