LeadIQ Dashboards

LeadIQ Banner Transparent.png

Identify Dashboard

Step 1: Log into the LeadIQ web app and navigate to the Dashboard icon on the left side of the screen. 

LeadIQ Dashboard - Step 1.jpg

Step 2: On the Identify Usage page, you can filter by adding a custom date range or selecting from the preset time periods. 

LeadIQ Dashboard - Step 2.jpg

Step 3: Under Active Users (Sessions), you can see the number of active users on a daily basis. To view the number of users on a specific date, hover over the bar above the corresponding date.

LeadIQ Dashboard - Step 3A.jpg

Click the specific date to open a menu to select a weekly, monthly, or quarterly view. 

You can use the same steps to view analytics for active users on the other reports:

  • Leads Captured
  • Lead Syncs
  • Credits Used
  • Captures - Top 30 Users
  • User Stats - Over Time Period of Choice
  • Sessions per day - Top 30 Users
  • Captures Per Session - Top 30 Users
  • Days Active Per Week - Top 30 Users 

Step 4: To filter the analytics being shown in these reports, enter information in one or more of the following field options near the top of the page:

  • Group Name
  • User Region
  • User Country
  • User Email

Please Note: Depending on your role, you may have a different default view of these analytics reports. For example, if you are a Sales Manager, by default, you will only see analytics for your team. Alternatively, if you are a LeadIQ Admin, you will be able to view all analytics for all users.  

Step 5: Some reports provide additional information with the Analyze It functionality. If you would like more information about a particular report, hover over the top right of the report and click Analyze It, then click Trend.

LeadIQ Dashboard - Step 5A.jpg

Toggle the Trend option to the right (On) position, then select either Trend Information or Trend Settings.

LeadIQ Dashboard - Step 5B.jpg

To download or print any of the reports, click the three dots icon to open the print/download menu. You can download as an image or as a CSV file. 

LeadIQ Dashboard - Step 5C.jpg

Step 6: To go back to the default (daily) view, click the x icon at the top-left of the report to reset the view.

LeadIQ Dashboard - Step 6.jpg

 

Data Metrics Dashboard

Step 1: Log into the LeadIQ web app and navigate to the Dashboard icon on the left side of the screen. 

LeadIQ Dashboard - Step 1.jpg

Step 2: Select the Data Metrics tab. On the Data Metrics page, there are two analytics reports: Total and Successful Mobile Unlocks and Prospect's Email Status.

To view additional information in either of the reports, simply hover over a bar in the displayed chart: 

Several filter options can be applied to both reports.

LeadIQ Data Metrics Dashboard - Step 3.jpg

Options include:

  • Customizable date range
  • Preset time periods: 
    • Last 7 days
    • Last 30 days
    • Last 90 days
    • Last 180 days
    • Last 360 days
  • Group
  • Prospect's Region
  • Prospect's Country
  • User's Email
  • Prospect's Email Status

Step 4: For more detailed analytics on mobile unlocks, hover over the area under User's Email and select Analyze It when the text appears.

LeadIQ Data Metrics Dashboard - Step 4.jpg

The Analyze It menu includes two options: Explanations and Trends

LeadIQ Data Metrics Dashboard - Step 4A.jpg

  • Explanations: Select from the options to open a popup window with the explanation, and then select a point in the chart to view more details, including Anomalies and Breaking Points
    • Total Unlocks
    • Successful Unlocks
    • % Success Rate
  • Trend: Select from the options to open the Trend toggle, Information, and Settings menus: 
    • Total Unlocks
    • Successful Unlocks
    • % Success Rate

For more detailed analytics on Prospect's Email Status, hover over the area to the top-right of the chart and select Analyze It when the text appears.

LeadIQ Data Metrics Dashboard - Step 4B.jpg

The Analyze It menu includes two options: Explanations and Trends

LeadIQ Data Metrics Dashboard - Step 4C.jpg

  • Explanations: Select from the options to open a popup window with the explanation, and then select a point in the chart to view more details, including Anomalies and Breaking Points
    • Working
    • Bounced
    • % Bounce Rate
  • Trend: Select from the options to open the Trend toggle, Information, and Settings menus: 
    • Working
    • Bounced
    • % Bounce Rate

To download or print any of the reports, click the three dots icon to open the print/download menu. You can download as an image or as a CSV file. 

LeadIQ Data Metrics Dashboard - Step 4D.jpg

If you have any questions about LeadIQ Dashboards, reach out to our Support Team by clicking Submit a Request at the top-right of this page. 

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