Sales & Analytics
Track your AI chat performance, monitor conversions, and gain insights to optimize your lead generation strategy.
Key Metrics Overview
OnLeads tracks several important metrics to help you understand how your AI chat widget is performing:
Total Conversations
Number of chat sessions initiated by visitors
Qualified Leads
Leads that met your qualification criteria
Appointments Booked
Calendar bookings made through the AI
Conversion Rate
Percentage of conversations that become qualified leads
Using the Analytics Dashboard
Access your analytics by navigating to Analytics > Sales in your dashboard.
Performance Overview
View a high-level summary of your key metrics with trend indicators showing how you're performing compared to previous periods.
Time Period Selection
Filter data by number of days: last 7, 30, or 90 days. Available range depends on your plan - Starter (30 days), Pro (90 days), Team (365 days).
Trends & Charts
Visualize your data with charts showing conversation volume, qualification rates, and booking trends over time.
Understanding Your Data
Conversation Metrics
- Started Conversations: Visitors who clicked the widget and sent at least one message.
- Engaged Conversations: Conversations with 3+ messages - meaningful back-and-forth.
- Avg. Conversation Length: Average number of messages per conversation.
- Leads by State: Breakdown of conversations by state (new, qualifying, ready to book, booked, etc.).
- Avg. Response Time: Average time from lead creation to first AI reply (in minutes).
Lead Quality Metrics
- Qualified Leads: Leads that provided contact info and showed buying intent.
- High-Intent Leads: Leads ready to book or make a decision (confidence score 75%+).
- Conversion Rate: Percentage of conversations that result in qualified leads.
Booking Metrics
- Appointments Booked: Calendar appointments scheduled through the AI chat.
- Booking Rate: Percentage of qualified leads who book an appointment.
- Avg. Time to Book: Average conversation length before booking occurs.
Optimization Tips
Improve Conversion
If your conversion rate is low, review your welcome message and objection responses. Make sure they address common concerns upfront.
Target High-Intent
Focus on leads with 75%+ confidence score for immediate follow-up. These are your hottest prospects.
Optimize Booking
If booking rate is low, check your calendar availability and ensure the AI is trained to ask for appointments at the right moment.
Track Trends
Monitor weekly trends to identify patterns. Compare performance before and after making changes to your AI configuration.
Exporting Data
Export your lead data for spreadsheet analysis or external reporting (Pro and Team plans):