Complete Chart Analysis Guide

Your Yelp and Thumbtack Auto Responder analytics dashboard provides six powerful visualizations revealing lead generation performance and customer behavior patterns for strategic business optimization.

📅 Hours/Weekday Analysis

What This Chart Shows

Displays when leads contact you, with green dots for leads providing phone numbers versus red dots for those who don’t. Time (0-24 hours) on Y-axis, weekdays on X-axis.

Key Business Insights

• Quality Lead Timing: When prospects most likely to share contact information
• Staffing Optimization: Peak hours requiring experienced team members
• Response Strategy: Optimal timing for human intervention vs. automation

How to Read It

• Green clusters = High-value lead contact times (phone number sharing)
• Red clusters = Lower-engagement lead contact times
• Dense areas = High lead volume periods
• Sparse areas = Quiet business periods

Action Items

1. Schedule experienced staff during green cluster periods
2. Adjust follow-up timing to align with customer availability
3. Modify response delays for natural timing during different periods
4. Plan availability around highest-conversion contact windows

📊 Leads by Status

What This Chart Shows

Distribution of leads across engagement statuses: Answered, Bot Follow-up, Follow-up, No Answer, Scheduled Messages, Meeting, and Done.

Key Business Insights

• Conversion Funnel Health: How effectively automation moves leads through process
• Automation Performance: Whether welcome messages and follow-ups work
• Human Intervention Needs: Frequency of personal engagement requirements

Performance Benchmarks

• Answered: 40-70% (varies by industry)
• No Answer: Under 30% (lower is better)
• Bot Follow-up: 10-25% (active nurturing)
• Follow-up: 5-15% (personal intervention)

Optimization Actions

• High “No Answer”: Improve follow-up message content and timing
• Low “Answered”: Review welcome message effectiveness
• High “Bot Follow-up”: Check if follow-up sequences are too long
• Low personal engagement: Consider more human touchpoints for quality leads

📈 Leads Over Time

What This Chart Shows

Daily lead volume trends over your selected time period, showing overall lead generation performance and patterns.

Key Business Insights

• Volume Trends: Overall business growth or decline patterns
• Seasonal Patterns: Recurring cycles affecting lead generation
• Marketing Impact: Campaign effectiveness on lead volume
• Operational Planning: Capacity planning for lead management

Pattern Recognition

• Upward trends = Growing lead generation success
• Downward trends = Need marketing or optimization attention
• Cyclical patterns = Predictable seasonal business cycles
• Spike patterns = Successful campaigns or external factors

🎯 Leads by Title

What This Chart Shows

Distribution of inquiries by project type or service category, revealing customer demand patterns and business opportunities.

Key Business Insights

• Service Demand: Which services customers request most frequently
• Business Focus: Where to allocate resources and expertise
• Pricing Strategy: High-demand services for premium positioning
• Marketing Alignment: Content focus for lead generation campaigns

Strategic Applications

• Resource Allocation: Staff high-demand service categories appropriately
• Marketing Focus: Create content for most-requested services
• Pricing Optimization: Adjust pricing for high-demand vs. low-demand services
• Service Development: Consider expanding popular service offerings

📱 Leads by Source Type

What This Chart Shows

Lead distribution across platforms (Yelp, Thumbtack, etc.) showing where your business generates most inquiries and highest-quality prospects.

Key Business Insights

• Platform Performance: Which sources generate most leads
• Quality Comparison: Platform-specific lead quality differences
• Investment Focus: Where to concentrate marketing efforts
• Diversification Strategy: Platform dependency and risk management

Optimization Strategies

• Double down on highest-performing platforms
• Optimize underperforming sources with better profiles or messaging
• Diversify lead sources to reduce dependency risk
• Compare platform-specific conversion rates for ROI analysis

📞 Phone Collection Over Time

What This Chart Shows

Percentage of leads sharing phone numbers over time, indicating trust-building effectiveness and lead quality trends.

Key Business Insights

• Trust Building: How effectively messages build customer confidence
• Message Effectiveness: Welcome message and follow-up performance
• Lead Quality Trends: Improving or declining prospect engagement
• Competitive Position: Response quality compared to alternatives

Performance Indicators

• Improving trends = Better messaging and trust-building
• Declining trends = Need message optimization or competitive analysis
• Seasonal patterns = Customer behavior changes requiring timing adjustments
• Platform differences = Source-specific optimization opportunities

Yelp Business Automation Chart Integration

Cross-Chart Analysis

• Time + Status: Identify when highest-quality leads contact you
• Source + Title: Understand which platforms deliver specific service requests
• Phone Collection + Time: Optimize timing for maximum trust-building
• Volume + Quality: Balance lead quantity with prospect engagement

Optimization Workflow

1. Identify patterns across multiple charts simultaneously
2. Test hypotheses with message or timing adjustments
3. Monitor changes in relevant chart metrics
4. Iterate optimization based on performance improvements

Getting Started with Chart Analysis

Weekly Review Process:

1. Review Hours/Weekday patterns - Optimize team scheduling
2. Analyze lead status distribution - Improve conversion funnel
3. Track volume trends - Plan capacity and marketing
4. Monitor phone collection rates - Optimize message effectiveness

Your yelp AI assistant chart analysis provides actionable insights for continuous business improvement and strategic optimization.

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