Understanding The Intelligence Dashboard

1. Top Properties:
   • Data Points: Page Views, CA Accepted, Document Views.
   • Benefit: Immediately identify which properties are generating the most interest, converting leads, and engaging with documents. Prioritize follow-up, allocate marketing resources effectively, and understand what types of properties resonate most with their audience. Sort by different metrics (page views, CAs, document views) provides flexibility in analysis.
2. Top Leads:
   • Data Points: Visits, CA Accepted, Document Views.
   • Benefit: Pinpoints the most engaged and promising leads.  Focus sales efforts on individuals who are actively interacting with properties and signing CAs, leading to more efficient lead nurturing and higher conversion rates. Similar to “Top Properties,” the sorting options enhance analysis.
3. Total Visits:
   • Data Points: Total visits in selected range, comparison percentage with previous period, trend chart.
   • Benefit: A fundamental measure of overall platform engagement. The comparison percentage immediately highlights growth or decline, while the chart provides a visual representation of visit trends over time, helping users understand the impact of their marketing campaigns.
4. Total Leads:
   • Data Points: Total leads generated (document portal, contact form, manual), progression chart.
   • Benefit: Provides a comprehensive view of lead generation efforts. The chart helps users visualize lead growth and identify periods of high or low lead acquisition, allowing them to correlate lead generation with marketing activities.
5. Property Status:
   • Data Points: Active, Under Contract, Draft properties (bar graph and table).
   • Benefit: Provides a real-time overview of the property pipeline. This helps users manage their inventory, identify potential bottlenecks, and plan for future marketing efforts based on the availability of properties. The fact that numbers are “not affected by the selected range” ensures a consistent, overarching view of their portfolio’s status.
6. Traffic Sources:
   • Data Points: Top 5 traffic sources for property visits (name and number of visits).
   • Benefit: Crucial for optimizing marketing spend. Users can quickly identify which channels (e.g., direct, referral, organic search, email or social) are most effective in driving traffic to their properties, allowing them to reallocate resources to higher-performing sources and reduce investment in underperforming ones.
7. Top Referrals:
   • Data Points: Top 5 referrals for property visits (name and number of visits).
   • Benefit: This card pinpoints valuable external websites that are driving traffic to properties organically, even without specific campaign tags. By identifying these top referring domains, the user can discover new or overlooked promotional opportunities, prioritize relationship building with high-performing partners, or even consider adding specific tracking to untagged sources to gain deeper insights. This helps them understand where natural interest in their properties is originating online.
8. Campaign Visits:
   • Data Points: Top 5 campaigns for property visits (name and number of visits).
   • Benefit: This card shows how many visits to properties originated from marketing campaigns. This directly measures the effectiveness of email or social media outreach in driving engagement and traffic, helping users refine their marketing strategies.
9. Document Downloads:
   • Data Points: Total documents viewed, comparison percentage with previous period, trend chart.
   • Benefit: Indicates the level of interest and due diligence leads are performing. High document views often correlate with serious interest, allowing users to prioritize leads who are actively engaging with property details. The trend chart helps in understanding engagement patterns.
10. CA Accepted:
    • Data Points: Number of CAs accepted, comparison percentage with the previous period.
    • Benefit: A key indicator of successful deal progression. Tracking this metric helps users understand their closing velocity and the effectiveness of their sales pipeline. The comparison percentage provides context on performance over time.
11. CA Acceptance Rate:
    • Data Points: Percentage of CAs signed vs. visits to the document portal sign-up page.
    • Benefit: A direct measure of lead quality and the effectiveness of the CA process. A low acceptance rate might indicate issues with the sign-up process, lead quality, or the attractiveness of the properties, prompting users to investigate and optimize.
12. Email Activity:
    • Data Points: Total opens and clicks for campaigns, trend graph.
    • Benefit: Measures the engagement level of email campaigns. Users can quickly assess the success of their email marketing in terms of reach and interaction, enabling them to optimize subject lines, content, and send times for better results.
13. Total Space:
    • Data Points: Sum of total surfaces from all available properties, occupied vs. available space.
    • Benefit: Offers a high-level inventory management view. This helps users understand their overall portfolio size and capacity, which is crucial for strategic planning and identifying available space for new deals. The fact that these numbers are “not affected by the selected range” ensures a consistent, overall picture of their inventory.

If you have questions, feedback, or want a more in-depth overview of the Intelligence Dashboard for your organization, please contact your Customer Success Manager or email help@sharplaunch.com.