Advanced Features

These features help you get more out of your Yelp and Thumbtack Auto Responder analytics — compare time periods, export data, and track how your yelp business automation performs over time.

Period Comparison

Compare your current numbers against a previous time period to see if things are improving or slipping. Options include month-over-month, quarter-over-quarter, custom date ranges, and year-over-year.

How to Enable Comparison

Select Primary Date Range

Choose the time period you want to analyze (e.g., “Last 30 Days” or custom dates).

Toggle Comparison Mode

Check “Compare to previous period” box in the analytics toolbar.

Review Comparison Data

Charts automatically update with both periods overlaid. Solid lines/colors show the current period, dashed lines show the previous period, and percentage changes are calculated automatically.

Comparison Chart Details

Leads Over Time — Solid blue line shows the current period, dashed gray line shows the previous one. Look for whether your daily average is going up or down.

Example: “Current period shows 15% higher daily average than previous period.”

Lead Status & Categories — Bright colors are the current period, faded colors are the previous one. Look for shifts in how leads are distributed across statuses.

Example: “Answered leads increased from 45% to 62% vs. last month.”

Phone Collection Rate — Current period at full opacity, previous period at 60% opacity. Compare the rates directly.

Example: “Phone collection improved from 58% to 67% vs. previous month.”

Practical Uses

Campaign Analysis

Use period comparison to measure the impact of marketing campaigns, compare before/after results when you make changes, and identify your peak performance periods.

Performance Tuning

Data Export

Export your data as CSV (works with Excel, Google Sheets, etc.). You can export a specific date range, individual chart data, or your complete lead dataset.

Common uses: building custom reports, sharing results with your team, analyzing data in other tools, or keeping a historical archive.

Yelp Automatic Follow-ups Optimization

Track how your follow-ups perform over time: welcome message response rates, which lead characteristics convert best, Yelp vs. Thumbtack quality differences, and optimal timing for responses.

Use this data to adjust response delays, refine message content, and focus on the lead types that convert most often.

Analysis Techniques

Cohort Analysis

Group leads by when they came in and compare performance across time periods. This helps you account for seasonal changes, track how individual sources improve, and spot location-based patterns.

Use your trend data to forecast future performance, plan staffing for peak periods, and catch declining numbers before they become a problem.

Yelp Chatbot Performance Tracking

Track how well the automation is working: welcome message success rates, follow-up sequence results, phone number collection trends, and lead qualification accuracy.

To improve results, try testing different message content, adjusting delivery timing, comparing AI-generated vs. predefined messages, and checking that your CRM and notifications are working well together.

Reporting & Planning

Regular Reports

Build a reporting cadence that works for your business: monthly summaries for quick reviews, quarterly trends for bigger-picture planning, and annual reviews to measure ROI.

Day-to-Day Monitoring

Check daily metrics for quick adjustments, review weekly trends to spot issues early, and track team performance over time.

Getting Started

  1. Enable period comparison to track month-over-month changes
  2. Set up regular CSV exports for your reporting workflow
  3. Review performance trends to find areas to improve
  4. Make changes based on what the data shows, then measure the results

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

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