Analytics & Reporting

Your Yelp and Thumbtack Auto Responder dashboard tracks how your leads come in, how they respond, and where you can improve. The yelp chatbot captures metrics on response timing, conversion rates, and platform performance so you can see what’s working.

ℹ️

Your yelp business automation system automatically collects analytics data — response timing, platform performance, and conversion rates — so you don’t have to track anything manually.

What Analytics Shows You

Without analytics, you’re guessing — which platform performs better, whether your follow-ups work, when leads are most active. With analytics, you get actual numbers: conversion rates by platform, follow-up effectiveness, and peak engagement times.

Core Analytics Features

Chart Analysis Guide

Detailed guide to understanding all dashboard charts and metrics

Advanced Features

Period comparison, data export, and advanced analysis capabilities

Essential Analytics Views

Hours/Weekday Analysis

See when leads are most likely to share contact info, broken down by hour and day. Use this to adjust your yelp AI assistant response timing and staff scheduling.

Lead Status Breakdown

Shows how leads move through the funnel — answered, following up, no answer, etc. Helps you spot where leads drop off and refine messaging.

Performance Trends

Lead volume over time, including seasonal patterns. Useful for spotting slow periods and planning marketing.

Lead Source Analysis

Breaks down service requests by type. Helps you adjust pricing and staffing based on what customers actually ask for.

Phone Collection Success

Tracks how often leads share their phone number. Use this to tune your yelp automatic follow-ups and improve qualification rates.

Platform Performance

Compares Yelp vs Thumbtack on lead quality and volume so you know where to focus.

Getting Started

Access Analytics Dashboard

Navigate to Analytics in your main menu. Requires active sources and at least 24 hours of lead data.

Set Date Range

Start with “Last 30 Days” for meaningful patterns. Avoid short ranges unless you have high lead volume.

Select Sources

Choose “All Sources” for business overview, or filter specific sources for performance comparison.

Review Key Metrics

Focus on Lead Status Chart, Phone Collection Rate, and Performance Trends for initial insights.

Enable Period Comparison

Toggle “Compare to previous period” to identify performance improvements or declines.

Export Data

Use Export CSV for external analysis and team reporting.

How to Use Your Analytics

Timing

Find out when your best leads contact you, then schedule staff during those hours and adjust response delays accordingly.

Platform ROI

Go beyond lead count — compare quality metrics, engagement levels, and conversion speed across Yelp and Thumbtack.

Message Effectiveness

Monitor your yelp auto response results: response rates to welcome messages, follow-up performance, and phone number collection.

Seasonal Planning

Spot recurring patterns so you can invest in marketing during peak seasons and optimize during slower months.

Advanced Analytics

Period Comparison

Compare any time period against the previous one — month-over-month, quarter-over-quarter, or custom date ranges.

Source-Specific Analysis

Drill into individual source performance: compare Yelp locations, Thumbtack profiles, and messaging results per source.

Data Export

Download your full lead data as CSV, including contact info, conversation histories, response patterns, and service requests.

Common Use Cases

New Business Optimization

Week 1-2: Check lead status distribution and welcome message delivery
Week 3-4: Review phone collection rates and adjust contact capture
Month 2+: Look at timing patterns and tweak response schedules

Performance Troubleshooting

Check trends over time to spot drops in quality
Compare platform performance to isolate source-specific issues
Review follow-up effectiveness
Look at timing patterns for better response windows

Growth Planning

Compare platform ROI — volume and quality
Find peak performance times for expansion
Check service demand to prioritize offerings
Track seasonal patterns for timing decisions

Monitoring Best Practices

Daily: Check lead status distribution and phone collection rates
Weekly: Review trends and week-over-week consistency
Monthly: Dig into the data and look for things to improve
Quarterly: Review seasonal patterns and adjust budget

⚠️

Data Privacy: Analytics data stays within your account. All metrics are based on your leads only — no customer information is shared or exposed.

Next Steps

Start with the Chart Analysis Guide to understand each chart, then check out Advanced Features for period comparison and data export.

Questions about analytics? Email support@nzleads.com or use in-app chat for guidance.