Intake Performance Dashboard

The Intake Performance dashboard shows how leads move from first contact to a signed case, and how each intake owner is performing along the way. Use it to see where the intake process is working and where leads are stalling.

Top-line metrics

• Conversion rate: the share of leads that end up as signed cases.
• Signed cases: the total number of leads signed in the selected date range.
• Time to sign: the average time between a lead coming in and getting signed.
• Signed within 24 hours: how many leads were signed the same day they came in.

Trends

The Conversion rate by week chart tracks how conversion is trending over time. Time to sign by month shows whether cases are getting signed faster or slower month over month.

By intake owner

The Conversion rate by intake owner and Time to sign by intake owner charts break both metrics down per person, so you can see who's converting leads quickly and who might need support. The Owner by status page shows a matrix of every intake owner's leads by current status, for a fuller picture beyond conversion and speed alone.

Filters

Filter by date range or intake owner to focus on a specific period or person.