Analyze lead generation and conversion

Learn how to analyze your lead pipeline in Invelo

Understanding how your leads move through the pipeline is essential to closing more deals and refining your marketing and sales strategies. Invelo’s Analytics Dashboard offers a clear view of lead behavior by allowing you to manually assign lead temperatures—Hot, Warm, and Cold—and track key performance indicators at every stage. This guide walks you through how to analyze your lead generation and conversion activity using these insights to make smarter, more effective decisions.

Track Leads by Temperature

In Invelo, lead temperature is manually tagged by you or your team based on each lead’s activity, level of interest, and engagement. Categorizing leads in this way helps you prioritize your outreach and manage your pipeline more effectively.

• Hot Leads: Highly engaged or ready to move forward. Prioritize these for immediate follow-up.

• Warm Leads: Some engagement or early interest. These may require nurturing or follow-up over time.

• Cold Leads: Minimal or no engagement. These are best suited for long-term follow-up or re-engagement campaigns.

Key metrics to track in the analytics dashboard

Use the following metrics from Invelo’s Analytics Dashboard to monitor lead generation and conversion success:

Lead-related metrics

• Total leads: Track how many leads you've added over time.

• Marketing performance: Track the effectiveness of your marketing efforts across all channels to see how many have converted to leads and deals. 
  • Pipeline metrics: See how each marketing channel performs by tracking records sent, leads generated, deals closed, and lost leads—so you know where engagement is strongest.
  • Conversion rates: Measure how many records turn into leads or deals, helping you spot top-performing channels and where leads fall off.
  • Cost metrics: Track spend per record, lead, deal, and lost lead to gauge how cost-effective each campaign is.
  • Results: View total deal profit and ROI per channel to see which strategies deliver the most revenue for your investment.
    

• Cold/Warm/Hot leads: See the distribution of lead temperature tags to monitor quality and engagement.

  

• Appointment set and offers made: Measure how effectively you’re advancing leads through your funnel.

  

Conversion insights

• Leads converted to deals: Determine how many leads have successfully become deals.

• Lead conversion rate: View the percentage of leads that turn into closed deals to evaluate overall pipeline performance.

  

Pipeline and timing metrics

• Average days to convert: Understand how quickly leads move from entry to closing.

• Average days per stage: Identify bottlenecks in your follow-up process.

  

How to Use This Data to Improve Lead Strategy

• Identify Quality Sources: If most leads from a certain campaign are tagged Cold and not converting, reassess your targeting.

• Spot Bottlenecks: Use “Average Days per Stage” to find where leads are stalling.

• Refine Nurturing: Warm leads not converting? Adjust your follow-up sequence or content.

• Boost Profitability: Use deal profit metrics to prioritize efforts on lead types and campaigns with the highest returns.

Tips for Better Lead Tracking and Conversion

• Keep lead temperatures updated regularly to reflect current engagement.

• Compare performance across Hot, Warm, and Cold leads to better understand pipeline health.

• Review your dashboard weekly or monthly to spot trends and adjust your strategy.

• Train your team on how to tag leads consistently so data stays accurate and actionable.

Invelo’s Analytics Dashboard gives you powerful tools to monitor and optimize how your leads are performing. By manually assigning lead temperatures and tracking movement through the pipeline, you gain the clarity needed to improve conversions and close more profitable deals. Need help getting started? Reach out to our support team—we’re here to help! You can send us a message via the in-app chat or email at support@inveloapp.com.