Learn how to contribute to and review your lead analytics in Invelo
Invelo's Lead Analytics tools help you measure and optimize every step of your lead generation and conversion process. From tracking lead engagement to analyzing conversion rates and lost opportunities, this dashboard gives you the visibility you need to make data-driven decisions that drive more deals.
Understanding your lead analytics is key to making smarter decisions and optimizing your investment strategy. In Invelo, lead analytics gives you a clear view of how your leads are performing across your pipeline—what’s working, what’s not, and where opportunities may be slipping through the cracks.
Here’s a breakdown of what each section means and how to use it effectively:
Lead Pipeline Flow
Track your leads based on their engagement level—Hot, Warm, or Cold. This view lets you:
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Visualize how leads move through your sales funnel.
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Compare lead volume, appointment and offer activity, conversion rates, pipeline speed, and deal profit by engagement level.
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Identify which temperature group is performing best or needs more attention.
Pipeline Metrics
Quickly see the total number of:
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Leads
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Appointments
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Offers
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Closed Deals
These metrics are automatically grouped by lead temperature, giving you a snapshot of how active and productive your pipeline is at each stage.
Pipeline Velocity
Pipeline velocity shows how efficiently leads move through your pipeline. It displays:
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The average number of days it takes for a lead to go from new to closed.
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A clear sense of your pipeline’s speed and where you might be losing momentum.
Use this to identify bottlenecks and improve your process over time.
Conversion Rates
Understand how well your pipeline converts by tracking:
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The percentage of leads that move through each major stage:
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Lead → Appointment
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Appointment → Offer
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Offer → Closed Deal
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This helps you pinpoint which stages are converting well and where you're losing potential deals.
Appointment Attendance Rate
Get detailed insights into appointment activity, broken down by team member. You’ll see:
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Total appointments set
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Open and attended appointments
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Canceled appointments
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Cancellation rate
Use this data to spot trends in attendance and refine your scheduling process.
Lost Opportunities
Learn from the deals that didn’t close. This section tracks:
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Missed prospects, leads, and deals
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The total number and potential profit lost
This insight can help you strengthen your follow-up process and reduce missed opportunities in the future.
Pro Tip
Use Lead Analytics regularly to:
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Optimize team performance
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Improve conversion at every stage
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Boost profitability by reducing delays and drop-offs
Need support?
In case you still need more support for understanding Invelo's deal analytics, you can reach out to the Support team by sending them a message through the in-app chat, or email at support@inveloapp.com!