Advanced features
The Analytics page goes beyond basic charts. This page covers the interactive features — comparing to a previous period, drilling from charts into the table, exporting to CSV, and how multiple filters combine.
Getting here
In NZ Leads, open Analytics from the Auto Responder section of the sidebar. The controls covered on this page sit at the top of the page and above the drillable table.
Compare to previous period
A checkbox at the top of the page that overlays the matching earlier period on every chart.
How it works
- The checkbox is labeled Compare to previous period.
- When on, the system calculates the “previous period” by shifting the current date range back by the same number of days. For example, Last 30 Days is compared to the 30 days before that. Last Month is compared to the month before.
- Every chart updates: line charts show the previous period in a lighter or dashed line, pies and doughnuts show previous-period values in a faded style.
- Turn the checkbox off at any time to return to a single-period view.
When to use it
- Week-over-week or month-over-month reviews.
- Measuring the impact of a messaging change — run a period before and after the change with comparison on.
- Spotting whether lead volume is genuinely up, or whether last period was a dip.
Clickable chart-to-table filtering
Most of the Analytics charts are clickable. Clicking applies a filter to the Source Data table below the charts.
Which charts are clickable
| Chart | Clickable? | What clicking does |
|---|---|---|
| Hours/Weekday | No | — |
| Leads by Status | Yes | Filters the table to that status |
| Leads Over Time | No | — |
| Leads by Title | Yes | Filters the table to that service/job title |
| Phone Collection Rate | Yes | Filters the table by phone state |
| Leads by Source Type | Yes | Filters the table to that platform |
Active-filter chips
Every active filter appears as a chip above the table — for example, Source: Yelp, Status: Answered, Title: Kitchen remodel, or Phone: Has phone. Each chip has an × button to clear just that filter.
How filters combine
Multiple chips combine as an AND. For example, clicking Yelp on the Source Type pie, then Answered on the Status pie, then Phones Collected on the Phone Collection doughnut shows only Yelp leads that got a reply and have a real phone number.
Filters always apply to the selected date range and source selection at the top of the page, so those act as outer constraints on every chart and on the table.
The Source Data table
Below the charts is a Source Data summary table with one row per source. It respects all the same filters as the charts.
Columns
- Source — the source icon and name.
- Leads — total leads in range matching all active filters.
- Customer Answered — count and percentage of leads where the customer’s last message arrived after the first business reply.
- Phones — count and percentage of leads with a real phone number.
- Temp Phones — count of leads where only a temporary/masked phone was captured.
- Follow-ups — business messages sent after the first greeting.
- Welcome Messages — first-contact greetings sent.
- Sent — total business messages sent.
Click any column header to sort by that column.
The “All Sources” summary row
When more than one source is selected at the top of the page, an All Sources row is added to the top of the table with the combined totals:
- Counts are summed across all selected sources.
- Percentages are recomputed on the combined totals — so the “Customer Answered” percentage on the All Sources row is combined answered leads divided by combined total leads, not an average of per-source percentages.
Export CSV
The Export CSV button at the top of the page downloads every lead in the selected date range and source selection.
What’s in the file
The file contains one row per lead with these columns:
- Source Type
- Lead Name
- Phone
- Status
- Date Created
- Memos
- Extra Info
- Address (Zip Code)
File name
Exports are named with the date range in the file name:
leads_export_YYYY-MM-DD_to_YYYY-MM-DD.csvFor example, leads_export_2026-03-22_to_2026-04-21.csv.
What’s included
- The export respects the date range and source selection at the top of the page.
- Chart-click filter chips do not narrow the export — if you need a narrower list, adjust the date range or source selection first.
The CSV opens directly in Excel, Google Sheets, Numbers, and any standard spreadsheet tool. There is no PDF export or saved-report feature — re-run the export whenever you need a refreshed file.
Putting it together
Pick a date range and sources
Set a date range preset (or a custom range) and pick the sources you want to include at the top of the page.
Turn on comparison if needed
Check Compare to previous period to overlay the matching earlier period on the charts.
Click into a slice
Click a pie slice or doughnut segment to drill the table into a subset — by status, phone state, title, or source type.
Stack filters
Click slices on multiple charts to combine filters (AND). Use the active-filter chips to see what’s applied, and × on a chip to remove just that one.
Export what you see
Click Export CSV to save the lead list (respecting your date range and source selection) as a spreadsheet.
Questions? Email support@nzleads.com.