Analytics & Insights
See what’s working across sources and reps with clear visibility into response time, conversions, and pipeline health.
Overview
Analytics & Insights gives you clear visibility into how leads move through your funnel—so you can improve what matters most: response time, conversion rates, and pipeline health. See performance by source, rep, stage, and time period, and quickly spot where revenue is leaking.
Why it matters
Most teams don’t have an actual visibility problem—they have a signal problem:
- lead sources get credited incorrectly
- response time isn’t measured consistently
- pipeline stages are stale or inconsistent
- managers learn about problems after targets are missed
Analytics & Insights makes your pipeline measurable and coachable in real time.
What it shows
1) Speed-to-lead and responsiveness
Track how quickly your team (or AI) responds across channels.
Common metrics:
- median time to first response
- SLA compliance (e.g., “respond within 5 minutes”)
- response time by source (Google Ads vs organic vs referral)
- after-hours coverage performance
Outcome: you can prove whether you’re winning the speed game—and fix it if you’re not.
2) Conversion performance across the funnel
See where leads convert—and where they drop.
Typical conversion views:
- lead → qualified
- qualified → booked meeting
- booked → showed
- showed → proposal
- proposal → closed won
Outcome: you can identify your highest-leverage stage to improve.
3) Pipeline health and deal movement
Understand whether deals are progressing or stagnating.
Pipeline health signals:
- time in stage
- stalled deal counts
- next-step coverage (how many opps have a scheduled next action)
- stage distribution over time
- lead leakage (leads with no owner / no follow-up)
Outcome: fewer “quietly dead” deals and a cleaner forecast.
4) Lead source quality (not just volume)
Not all leads are equal. Analytics & Insights helps you compare:
- volume by source
- qualification rate by source
- booking rate by source
- win rate and revenue by source
- cost per booked meeting (when ad spend is available)
Outcome: double down on sources that produce revenue, not noise.
5) Rep performance (fair, actionable coaching)
Measure outcomes while controlling for lead quality and volume.
Useful rep views:
- response time by rep
- follow-up completion rate
- booking rate per rep
- win rate by stage and source
- activity vs outcome (what actually correlates with wins)
Outcome: coaching becomes objective and repeatable—not opinion-based.
6) Conversation insights (what buyers are telling you)
Surface patterns from inbound conversations, such as:
- most common questions and objections
- reasons leads don’t book
- reasons deals are lost
- keywords indicating high intent
Outcome: improve scripts, offers, and qualification criteria based on real data.
How it works (high-level flow)
- Run Wild captures inbound activity across SMS, email, and calls
- Pipeline stages and milestones are logged consistently
- Analytics aggregates performance by source, rep, pipeline, and stage
- Insights highlight bottlenecks and opportunities for improvement
Key dashboards (recommended)
- Response Time Dashboard: first-response performance, SLA, after-hours
- Funnel Dashboard: conversion rates by stage, time-to-convert
- Source Quality Dashboard: qualified/booking/win by source
- Rep Dashboard: response + booking + follow-up completion
- Pipeline Health Dashboard: time in stage, stalled deals, next-step coverage
(If you prefer fewer dashboards early, start with Response Time + Funnel + Pipeline Health.)
Key capabilities (scan-friendly)
- Real-time visibility: see what’s happening now, not weeks later
- Stage conversion tracking: pinpoint drop-off points
- Source attribution views: compare lead quality across channels
- Rep performance analytics: coach with metrics that matter
- Pipeline health monitoring: catch stuck deals early
- Trend analysis: week-over-week and month-over-month changes
- Actionable insights: identify what to fix, not just what happened
Use cases
Use case 1: “Our leads are down” (but is it volume or conversion?)
Goal: diagnose the real problem
Flow: check lead volume by source → compare qualification and booking rates → find the stage causing decline → adjust response/qualification/scheduling.
Use case 2: Improve speed-to-lead across the team
Goal: reduce time-to-first-response
Flow: baseline response times → set SLA targets → identify slow sources/coverage gaps → use AI + routing to close gaps → track improvement.
Use case 3: Decide where to spend ad budget
Goal: invest in sources that convert
Flow: compare booking and win rates by source → calculate cost per booked meeting → shift spend to highest-quality channels.
Use case 4: Coaching reps with objective data
Goal: raise team-wide consistency
Flow: identify top performers by booking rate + response time → compare behaviors → standardize playbooks → monitor uplift.
FAQs
Do I need perfect CRM data for this to work?
No. Run Wild reduces reliance on manual updates by logging communications and key milestones automatically. Cleaner inputs lead to cleaner insights.
Can I see performance by source and rep?
Yes—those are core breakdowns. You can also segment by pipeline, stage, and time period.
Will this help identify where deals are getting stuck?
Yes. Time-in-stage and stalled opportunity views are designed specifically to highlight pipeline friction and lead leakage.