Chart Analysis Guide

Your Yelp and Thumbtack Auto Responder dashboard has six charts that show how your leads come in and how they behave. Here’s what each one tells you and how to use it.

Hours/Weekday Analysis

What This Chart Shows

When leads contact you, plotted by hour (Y-axis) and weekday (X-axis). Green dots are leads who shared a phone number; red dots are those who didn’t.

How to Read It

• Green clusters = Times when leads are most likely to share contact info
• Red clusters = Lower-engagement contact times
• Dense areas = High volume periods
• Sparse areas = Quiet periods

What to Do With It

1. Schedule experienced staff during green cluster periods
2. Adjust follow-up timing to match when customers are available
3. Modify response delays for different times of day
4. Plan your availability around the highest-conversion windows

Leads by Status

What This Chart Shows

How your leads are distributed across statuses: Answered, Bot Follow-up, Follow-up, No Answer, Scheduled Messages, Meeting, and Done. This tells you how well automation is moving leads through the funnel and where leads get stuck.

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)

What to Fix

• High “No Answer”: Improve follow-up message content and timing
• Low “Answered”: Review ai generated messages 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 over your selected date range. Use it to track growth, spot seasonal patterns, and see the effect of marketing campaigns.

Pattern Recognition

• Upward trends = Lead generation is growing
• Downward trends = Something needs attention (marketing, profile, messaging)
• Cyclical patterns = Seasonal business cycles
• Spikes = Successful campaigns or external events

Leads by Title

What This Chart Shows

Breaks down inquiries by project type or service category, so you can see what customers are asking for most.

How to Use It

• Staff up for high-demand service categories
• Create marketing content around your most-requested services
• Adjust pricing based on demand — raise prices where demand is high
• Consider expanding popular service offerings

Leads by Source Type

What This Chart Shows

Lead distribution across platforms (Yelp, Thumbtack, etc.) — which ones generate the most leads and the highest-quality prospects.

What to Do With It

• Double down on your best-performing platforms
• Improve underperforming sources with better profiles or messaging
• Diversify lead sources so you’re not dependent on one platform
• Compare conversion rates across platforms to see where your ROI is best

Phone Collection Over Time

What This Chart Shows

The percentage of leads who share their phone number, tracked over time. This is a good indicator of how much trust your messages are building.

What the Trends Mean

• Improving = Your messaging and follow-ups are working well
• Declining = Time to revisit your message content or timing
• Seasonal shifts = Customer behavior changes with the time of year
• Platform differences = Some sources may need different approaches

Yelp Business Automation — Cross-Chart Analysis

The real value comes from reading charts together:

• Time + Status: When do your highest-quality leads contact you?
• Source + Title: Which platforms deliver which types of service requests?
• Phone Collection + Time: When are leads most willing to share contact info?
• Volume + Quality: Are you getting more leads but lower quality, or vice versa?

Workflow: spot a pattern, make an adjustment (message content, timing, etc.), then check the charts again to see if it helped.

Weekly Review Checklist

1. Review Hours/Weekday patterns — adjust team scheduling
2. Check lead status distribution — find funnel bottlenecks
3. Track volume trends — plan capacity and marketing
4. Monitor phone collection rates — see if messaging changes are working

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