Analytics & Reporting

NZ Leads gives you one reporting surface: the Analytics page. It’s an interactive dashboard with six charts and a drillable summary table that respects every filter you apply at the top of the page or by clicking into a chart.

Getting here

In NZ Leads, open Analytics from the Auto Responder section of the sidebar.

What the Analytics page shows

Top controls

• Source selector — pick a single source, a group, or All to include every source you have access to. Your selection is remembered in your browser between visits.
• Date range preset — Today, Yesterday, This Week, Last Week, This Month, Last Month, Last 30 Days, Last 90 Days, or Custom.
• Date range picker — when you pick Custom, use the calendar to choose exact start and end dates.
• Compare to previous period — when on, every chart overlays the matching earlier period for side-by-side comparison.
• Export CSV — downloads every lead matching your current filters as a CSV.

The six charts

1. Hours/Weekday — a scatter plot showing when leads arrive. Day of week on the horizontal axis, hour of day on the vertical axis. Green dots are leads with a phone number, red dots are leads without. Larger dots mean more leads in that hour/day bucket.
2. Leads by Status — a pie chart of how your leads are distributed across their statuses. Click a slice to filter the table below.
3. Leads Over Time — a line chart of daily lead volume over the selected date range, split into Answered (green) and No Answer (red) series.
4. Leads by Title — a pie chart of the top 10 service or job titles your customers mentioned. Click a slice to filter.
5. Phone Collection Rate — a doughnut chart of Phones Collected, No Phone, and Temporary Phone. Click a segment to filter.
6. Leads by Source Type — a pie chart of Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, and Google Local Ads. Click a slice to filter.

See the Charts guide for a per-chart reading guide.

The Source Data table

Below the charts is a Source Data table that breaks down performance by source.

• Columns include Source, Leads, Customer Answered, Phones, Temp Phones, Follow-ups, Welcome Messages, and Sent.
• When more than one source is included, an All Sources summary row appears at the top with combined totals.
• Click a column header to sort.

Active-filter chips

When you click a chart slice, a filter chip appears above the table — for example Status: Answered, Title: Kitchen remodel, Source: Yelp, or Phone: Has phone. Multiple chips combine as an AND. Click the × on a chip to remove just that filter.

Export CSV

Click Export CSV above the controls to download every lead that matches your current filters. The file is named leads_export_YYYY-MM-DD_to_YYYY-MM-DD.csv and opens in any spreadsheet tool.

See Advanced features for export details and how filters affect the exported rows.

What’s being measured

The Analytics page tracks:

• Total leads
• Leads Answered and Leads No Answer
• Phones Collected, No Phone, and Temporary Phone
• Welcome Messages Sent
• Follow-ups Sent
• Total Messages Sent
• Breakdowns by status, service title, and source type
• Weekday / hour distribution

Troubleshooting

• “Please select a source and time range to view statistics” — pick a source (or All) and a date range to populate the page.
• Numbers look low — check that the date range covers the period you expect and that the right sources are selected.
• A chart says “No data” — either no leads match the current date range plus filters, or an active filter chip is excluding everything. Remove the chip(s) and try again.
• CSV download didn’t start — make sure your browser isn’t blocking downloads for https://app.nzleads.com.

Questions? Email support@nzleads.com.