Analytics & Reporting Dashboard
Transform your Yelp and Thumbtack Auto Responder data into actionable business insights. Your yelp chatbot system captures detailed performance metrics to optimize conversion rates, improve response timing, and maximize ROI from every lead source.
Performance Insights: Your yelp business automation system collects comprehensive analytics data that reveals optimal response timing, platform performance, and conversion opportunities.
Analytics Impact on Lead Conversion
Without Analytics:
- Uncertain auto responder effectiveness
- Unknown platform performance differences
- Unclear follow-up sequence impact
- Optimal response timing unknown
With Analytics:
- Precise conversion rate measurements
- Platform-specific performance comparison
- Data-driven follow-up optimization
- Peak engagement time identification
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
Insight: Contact information availability patterns by time and day Action: Optimize staffing and yelp AI assistant response timing for highest-value prospects
📊 Lead Status Breakdown
Insight: Conversion funnel from initial contact through engagement Action: Refine messaging for statuses with low conversion rates
📈 Performance Trends
Insight: Lead volume patterns with seasonal insights Action: Increase marketing during historically low-volume periods
🎯 Lead Source Analysis
Insight: Service request breakdown by customer inquiry type Action: Adjust pricing and staffing based on demand patterns
📞 Phone Collection Success
Insight: Contact information capture rates across interactions Action: Optimize yelp automatic follow-ups to increase qualification
🏷️ Platform Performance
Insight: Yelp vs Thumbtack lead quality and volume comparison Action: Focus resources on highest-performing platforms
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.
Business Intelligence Applications
Timing Optimization
Identify when highest-value leads contact you for:
- Strategic team scheduling during peak hours
- Response delay adjustments for natural engagement
- Follow-up sequence timing optimization
Platform ROI Analysis
Compare performance beyond lead count:
- Quality metrics by platform
- Engagement levels and conversation length
- Conversion speed patterns
Message Effectiveness Tracking
Monitor yelp auto response performance:
- Welcome message engagement rates
- Follow-up sequence optimization
- Contact information collection success
Seasonal Planning
Identify patterns for strategic planning:
- Peak seasons for marketing investment
- Optimization periods during slower months
- Growth trend analysis for business planning
Advanced Analytics Capabilities
Period Comparison
Compare any time period against previous equivalent:
- Month-over-month analysis
- Quarter-over-quarter trends
- Custom campaign period analysis
Source-Specific Analysis
Deep dive into individual source performance:
- Yelp location variation analysis
- Thumbtack profile optimization opportunities
- Source-specific messaging effectiveness
Comprehensive Data Export
Download complete lead databases including:
- Contact information and status tracking
- Full conversation histories and timing
- Response patterns and engagement metrics
- Service requests and customer notes
Common Use Cases
New Business Optimization
Week 1-2: Monitor lead status distribution and welcome message delivery Week 3-4: Review phone collection rates and optimize contact capture Month 2+: Analyze timing patterns and adjust response schedules
Performance Troubleshooting
- Check trends over time to identify quality decline periods
- Compare platform performance for source-specific issues
- Review follow-up effectiveness and automation health
- Analyze timing patterns for optimal response windows
Growth Planning
- Compare platform ROI including volume and quality metrics
- Identify peak performance times for expansion planning
- Analyze service demand for offering prioritization
- Track seasonal patterns for strategic timing
Monitoring Best Practices
Daily: Lead status distribution and phone collection rates Weekly: Performance trends and week-over-week consistency Monthly: Comprehensive data analysis and optimization opportunities Quarterly: Seasonal pattern analysis and budget allocation planning
Data Privacy: Analytics data remains secure within your account. All metrics aggregate your leads only, ensuring complete customer information privacy.
Next Steps
Start with the Chart Analysis Guide to understand each chart, then explore Advanced Features for comprehensive analysis capabilities.
Your Yelp and Thumbtack Auto Responder system continuously collects valuable performance data - leverage these insights to optimize your lead conversion and grow your business more effectively.
Questions about analytics? Email support@nzleads.com or use in-app chat for guidance.