Analyzing your data to optimize your outreach strategy
Whether you're just starting out or scaling your real estate investment business, understanding how your marketing efforts are performing is critical—especially when it comes to direct mail. Invelo’s Analytics Dashboard gives you the data you need to track deal outcomes, evaluate campaign effectiveness, and make smarter decisions based on real results. This guide will walk you through how to use the dashboard to analyze your deals and fine-tune your direct mail strategy for maximum return of investment (ROI).
Analyze your deals to refine marketing strategies
Track Deal Performance
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Total Deals & Profit: Use these metrics to evaluate overall success and understand how your marketing (including direct mail) contributes to closed deals.
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Average Profit per Deal: Helps assess the quality of your leads and the return you're generating per closed deal.
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Average Hold Time: Use this to estimate how quickly deals are closing, which can indicate how effective your lead nurturing process is.
Tip: If direct mail leads result in shorter hold times and higher profits, consider doubling down on those campaigns.
Optimize marketing campaigns with marketing analytics
Monitor Campaign Effectiveness
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Campaign Performance: See how many properties were enrolled, how many responded, and what success rate each campaign has.
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Response & Conversion Rates: Identify which direct mail campaigns are generating the most engagement and moving leads through the funnel.
Evaluate Cost Efficiency
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Cost per Lead / Cost per Deal: Analyze the ROI of your direct mail by comparing what you spend versus the leads or deals you get from those efforts.
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Marketing ROI: A comprehensive look at how much value your marketing activities are returning overall.
Tip: Pause or revise campaigns with high costs and low conversion. Scale those with low cost per deal and strong ROI.
Use Team Leaderboard Metrics for training and strategy
Improve Team Accountability and Skill
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Deals Closed & Profit per Team Member: Track individual performance to identify top closers and those who may need support or training.
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Average Hold Time per Team Member: Reveal who is moving leads most efficiently through the pipeline.
Tip: Match high-performing team members with high-potential leads generated through direct mail for maximum results.
Additional insights to leverage
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Lead Velocity: Determine how quickly leads move from entry to closing—an important measure of marketing and sales efficiency.
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Appointment to Offer Tracking: Use this to measure follow-up effectiveness after direct mail campaigns.
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Lost Opportunities: Understand why leads didn’t convert and adjust messaging or targeting accordingly.
Summary: Best Practices for Analyzing & Improving Marketing Performance
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Regularly review campaign metrics to refine direct mail targeting and messaging.
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Use cost and ROI metrics to adjust marketing budgets based on real performance.
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Analyze team performance to align the right people with the right leads.
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Leverage lost opportunity data to improve future outreach.
If you need help interpreting your analytics or adjusting your direct mail campaigns based on these insights, feel free to reach out to our support team—we’re happy to help!