Reference
Metrics
What a dashboard widget can be pointed at. A widget asks for a shape (one number, a line over time, or a breakdown), and only metrics that support that shape are offered.
108 metrics
Leads
6
New leads
single number · over time
Hot leads
single number
Total visitors
single number · over time
Identified rate
single number
Speed to lead
single number · broken down
Uncontacted leads
single number
Sales
19
Contracted value
single number · over time · broken down
Collected revenue
single number · over time
Calls logged
single number · over time · broken down
Close rate
single number
Show rate
single number
Avg deal value
single number
Open deals
single number
Conversion funnel
broken down
Top Objections
broken down · single number
Why deals are lost
broken down · single number
Upcoming payments
single number · over time
DQ rate
single number
Contracted per live call
single number
Ledger cash per live call
single number
Left to collect
single number
How closes paid
broken down
Live calls
single number
Calls set
single number
Confirmed vs unconfirmed
broken down
Attribution
3
Attributed revenue
broken down · single number
Attribution rate
single number
Video watch funnel
broken down
Team
3
Rep leaderboard (cash)
broken down
Commissions owed
single number · broken down
Calls confirmed by rep
single number · broken down
Reporting
7
EOD cash
single number · over time
EOD shows
single number · over time
EOD closes
single number · over time
EOD reports
single number · over time
EOD offer rate
single number
Recovered revenue
single number
Tracking events
single number · over time
Forms
2
Form submissions
single number · over time · broken down
Form completion rate
single number
Bookings
2
Bookings created
single number · over time · broken down
Tracked link clicks
single number · broken down
Webinars
2
Webinar registrations
single number · over time · broken down
Webinar offer clicks
single number · over time · broken down
Fields and custom
28
Leads · Count
single number · over time · broken down
Leads · Total intent score
single number · over time · broken down
Leads · Average intent score
single number · broken down
Leads · Total total revenue
single number · over time · broken down
Leads · Average total revenue
single number · broken down
Leads · Total average order value
single number · over time · broken down
Leads · Average average order value
single number · broken down
Leads · Total purchases
single number · over time · broken down
Leads · Average purchases
single number · broken down
Leads · Total visits
single number · over time · broken down
Leads · Average visits
single number · broken down
Calls · Count
single number · over time · broken down
Calls · Total deal value
single number · over time · broken down
Calls · Average deal value
single number · broken down
Calls · Total payment amount
single number · over time · broken down
Calls · Average payment amount
single number · broken down
Calls · Total duration (min)
single number · over time · broken down
Calls · Average duration (min)
single number · broken down
Deals (CRM) · Count
single number · over time · broken down
Deals (CRM) · Total value
single number · over time · broken down
Deals (CRM) · Average value
single number · broken down
Deals (CRM) · Total probability
single number · over time · broken down
Deals (CRM) · Average probability
single number · broken down
Form submissions · Count
single number · over time · broken down
Commissions · Count
single number · over time · broken down
Commissions · Total amount
single number · over time · broken down
Commissions · Average amount
single number · broken down
Team · Count
single number · over time · broken down
Ad platforms · Attribution
1
Ad spend
broken down · single number
Ad platforms · Fields and custom
3
Ad spend · Count
single number · over time · broken down
Ad spend · Total spend
single number · over time · broken down
Ad spend · Average spend
single number · broken down
Payment processors · Sales
1
Revenue by processor
broken down · single number
Kit · Email
10
Subscribers
single number · over time
New subscribers
single number · over time
Subscriber cancellations
single number · over time
Broadcasts sent
single number · over time
Broadcast emails sent
single number · over time · broken down
Broadcast opens
single number · over time · broken down
Broadcast clicks
single number · over time · broken down
Broadcast unsubscribes
single number · over time · broken down
Net new subscribers
single number · over time
Broadcast unsubscribe rate
single number · over time
Calendly · Bookings
4
Calendly meetings booked
single number · over time · broken down
Calendly meetings canceled
single number · over time · broken down
Calendly invitees booked
single number · over time
Calendly cancellation rate
single number · over time
Calendly · Sales
1
Cash per Calendly meeting
single number · over time
WebinarJam · Webinars
7
WebinarJam registrants
single number · over time · broken down
WebinarJam live attendees
single number · over time · broken down
WebinarJam replay viewers
single number · over time · broken down
WebinarJam room purchases
single number · over time · broken down
WebinarJam live show-up rate
single number · over time
WebinarJam replay rate
single number · over time
WebinarJam registrant-to-buyer rate
single number · over time
Close · Sales
4
Close deals won
single number · over time · broken down
Close won value
single number · over time · broken down
Close deals lost
single number · over time · broken down
Close win rate
single number · over time
Close · Team
5
Close calls logged
single number · over time · broken down
Close talk time
single number · over time · broken down
Close dials
single number · over time · broken down
Close connects
single number · over time · broken down
Close pickup rate
single number · over time