Introduction to Analytics & the Dashboard

Within your Qualified Dashboard we’ll show you a break down of your website traffic and how those visitors have interacted with Qualified: Experiences, Conversations, Meetings booked, Leads Created, and Prospects created. We’ll also show you a leaderboard of who on your team is interacting with your visitors the most and which Experiences are the most engaging. 

In this guide we’ll walk you through understanding your Qualified.com dashboard as well as the analytics that we provide within the app.

Select Your Date Range

Before you begin looking at your data, you’ll want to select your date ranges. Use the date picker on the top right corner of your dashboard to select the dates you’d like to filter your data by.

Selecting the date range on the Dashboard.


Experiences


In your Qualified dashboard one of the first data points you’ll notice are the number of experiences that have been triggered on your site.  Hover over the bar chart to see more details for each particular day in the data range that you’ve selected. 


Each time an experience is triggered on your site, we’ll count it here. This does not necessarily mean that a visitor has clicked on your experience, rather that it was triggered for a visitor.

Scroll down to the very bottom of your dashboard to see a break down of which experience has been the most engaging to your visitors.


Experiences on the Dashboard.

Conversations

Conversations are counted on your dashboard when a visitor engages with your experience and both parties have responded at least once. You can see how many conversations you’ve had by hovering over each day to see more details as well as a break down your conversations by bots or reps.

Conversations on the Dashboard.


Conversations with Reps


To the right of your conversations break down you’ll see a bar chart that breaks down just your conversations with your reps: outbound vs. inbound. Outbound conversations are those that have been started by your reps while inbound conversations are those first started by your visitors.

Conversations with Reps on the Dashboard.


Meetings Booked

Meetings booked will show you how many visitors have engaged with your experience and booked a meeting with one of your reps. This could mean that the meeting booker was triggered by a bot, or manually given to the visitor by your rep themselves. Hover over the bar chart to see more details on each day shown.

Meetings booked on the Dashboard.


Qualified Visitors

Qualified visitors in your dashboard are those visitors which have hit your qualified routing rules that have been set in your experience. You’ll notice these rules when you open up your experience and see this node pictured below.

Qualification rules in the Experience Builder.
Qualified Visitors in the Dashboard.


In your dashboard you’ll see total experiences vs. those visitors who have hit your qualification rules.


Leads Created

Next in your dashboard you’ll see how many leads you’ve created from your experiences. You’ll only see this piece of your dashboard when you use Salesforce to sync your visitors as Leads. 

Leads created in the Dashboard.

Prospects Created

If you use Pardot to sync your Prospects you'll also see a section in your dashboard for Prospects created as shown below. We'll also give you a break down of how many of these Prospects were created automatically using the rules in your experiences, or created by your reps manually.

Prospects created in the Dashboard.

Leaderboard

At the bottom of your dashboard you'll see a leaderboard showing which of your reps are engaging the most with your visitors. You'll see a break down of calls, conversations, leads created, and meetings booked per representative.

Summary

Within your Qualified Dashboard we’ll show you a break down of your website traffic and how those visitors have interacted with Qualified: Experiences, Conversations, Meetings booked, Leads Created, and Prospects created. We’ll also show you a leaderboard of who on your team is interacting with your visitors the most and which Experiences are the most engaging. 


Request a live demo

See Qualified in action on your website. Request a live demo and one of our reps will contact you immediately, or talk to us right now.

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