Intelligence
Find out why the numbers moved
Go beyond the dashboard to analyse lead attribution, conversion and profitability in detail.
The problem
A dashboard shows what happened, not why
Knowing conversion fell is not enough. You need to know whether it was a lead source, a salesperson, a product or a price change.
How Toolbase solves it
Ask follow-up questions of your own data
Analytics lets you break results down by any dimension, trace revenue back to its lead source and build your own queries.
Capabilities
What you can do with Analytics
Lead attribution
Trace revenue back to the source and campaign that produced it.
Marketing ROI
Compare lead cost with revenue and margin by source.
Conversion analysis
See conversion between each stage by source, salesperson or period.
Query builder
Build your own analysis across records.
Profitability analysis
Break margin down by job type, customer and salesperson.
Performance trends
Compare periods and spot changes early.
Workflow example
Working out which marketing to keep
- Record lead cost
Enter what you spend by source.
- Compare
See leads, sales and revenue by source.
- Drill in
Check conversion and margin for each.
- Decide
Move budget to the sources that pay back.
Connected
Analytics works with the rest of Toolbase
By industry
How different industries use Analytics
FAQ
Analytics questions
How is Analytics different from Reporting?
Reporting gives you dashboards. Analytics gives you tools to break results down and build your own queries.
Can I see revenue by lead source?
Yes. Lead source is carried through to the sale and the job result.
Do I need a data analyst?
No. The query builder is designed for business users.
See Analytics configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.