Understanding Your Analytics Dashboard
LeadLock AI's analytics dashboard gives you a clear picture of your sales pipeline, lead sources, conversion rates, and trends over time. Instead of guessing which marketing channels work or how fast your team responds, you can see the data and act on it.
Key metrics at a glance
The top of the analytics page shows eight stat cards that update in real time.
- ✅Total leads — everyone in your CRM
- ✅Active (in pipeline) — leads not yet won or lost
- ✅Closed won — deals you've closed
- ✅New (last 7 days) — recent lead volume
- ✅Conversion rate — won ÷ total leads (percentage)
- ✅AI conversations — messages sent by AI agents
- ✅Total messages — SMS + chat message count
- ✅Upcoming appointments — scheduled calls/meetings
Pipeline funnel chart
The pipeline funnel shows how many leads are in each stage: New, Contacted, Qualified, Booked, Won, and Lost. A healthy funnel narrows from left to right. If you see a big drop between 'Qualified' and 'Booked,' your proposal or follow-up process needs attention.
Lead sources breakdown
The donut chart shows where your leads come from: website forms, chat widget, SMS, Make.com, manual entry, imports, and API. This tells you which marketing channels generate the most leads so you can double down on what works.
Leads over time
The area chart shows new lead volume over the last 30 days. Use it to spot trends: are your leads increasing after a marketing campaign? Did they drop over a holiday weekend? The trend line helps you plan capacity and follow-up resources.
Using analytics to improve
The best teams check their analytics weekly and ask three questions.
- ✅Which source has the best conversion rate? (Invest more there)
- ✅Where do leads stall in the pipeline? (Fix that stage's follow-up)
- ✅Is lead volume growing or declining? (Adjust marketing accordingly)
Check your analytics now
Open Analytics in your CRM and see how your pipeline is performing.