Dashboard

The shape of your business in one screen. This page is about which number to act on, because most of them are just interesting.

Getting around the web app

On a computer the menu runs down the left side. On a phone it opens from the top right, with Home, Today, Mani and Upcoming in the bar along the bottom.

• Back. On a phone, the round back button at the top left returns to the page you came from inside LeadBind. A page you opened from a link, a bookmark or a notification has nothing inside LeadBind behind it, so Back goes to the page above it instead (Call analytics goes to Calls), or to Today. It never takes you out of LeadBind. Home, Today and Upcoming are the buttons along the bottom, so they have no back button. Mani keeps the bottom of the screen for its message box, so on Mani the bar steps aside and the back button is at the top left instead. The Upcoming button is a calendar with a clock; the plain calendar is the Calendar page in the menu. In Settings, Back closes the section you opened.
• Keyboard. Press Tab once on any page, including sign-in, and a Skip to content link appears at the top left. Press Enter, and the next Tab lands on the first thing in the page itself, past the menu and the Mani button. Whatever the keyboard is on carries a deep blue ring that shows clearly on white and on dark, on every link, button and switch. Tabbing into the left menu scrolls it so the row you are on, Quick Find included, is always in view.
• Counts in the left menu. The number beside each list is read live. If it cannot be read, the menu says Counts did not load with Try again, rather than a zero or a blank.
• Your account menu. The photo at the top right opens it. Support and Pricing open the public pages on leadbind.org in a new tab.
• The plus. The round outlined plus at the bottom of the left menu opens a short list: Add leads, Take a booking, Start a project and Ask Mani. Press Escape or click anywhere else to close it. Escape also closes the menu on a phone. The one filled blue button on a page is always that page's own main action.
• Scrolling. The buttons at the top of the screen sit on a solid band, so the page scrolls cleanly under them instead of showing through. A menu that would run past the bottom of a small screen scrolls inside itself, so every choice in it can be reached.
• Lists. Today, Inbox, Upcoming, Someday and Logbook use the full width of the page on a computer, like Leads and Calls. On a wide screen, Automations and Front desk lay their sections out in two columns, and Availability puts your hours on the left and your booking link and calendars on the right.
• Dates and times. One way each, everywhere: a time is "9:00 AM", a timezone is "Central time", an age is "4 months ago", and a wait like speed to lead is "38 hours" or "3 minutes 20 seconds".
• Choosing a period or a view. Every row of choices (Today, 7 days, 30 days, and the like, or Chat, Tasks and Make) looks the same: white pills, with the one you picked in light blue. Dashboard, Call analytics and Attribution offer the same periods in the same order: Today, 7 days, 30 days, 90 days, Year to date, All time, and Custom.
• Zoom. Pinch to zoom works on every page on a phone, and so does your browser's zoom on a computer.
• Tabs and bookmarks. Each page names its browser tab, for example Calls | LeadBind, so a row of open tabs or a bookmark says what it is. The three Mani tabs name theirs too (Routines, Autopilot, What Mani knows), and so do Sign in and Page not found. Each Settings section names its tab and its heading after itself, for example Front desk and follow up | LeadBind, and the page that Routines and Autopilot opens carries that name.

The numbers

Leads. How many came in. Rising means your marketing works. It says nothing about whether you are making money.

Calls. How many were placed or answered. A volume number, not a quality one.

Connect rate. Of the calls placed, how many reached a human. This is the first number that tells you something real.

Bookings. Appointments made. This is the one that turns into money.

Booking rate. Of the conversations you had, how many booked. This is the number to watch. Everything else is upstream of it.

Leads gone quiet. Leads you are working (contacted, quoted or hot) with no call or text in three days or more; a lead nobody has dialed counts from its last stage change. It is the same definition Ideas uses when Mani offers to re-open them and Today uses for its list, counted in full, so the three never show two different counts. The line under it says how long the quietest has been quiet, for example "the longest for 4 months", counted from a date that is never earlier than the day the lead was added. Today and Ideas work at most a dozen at a time and say so: "The 12 most pressing of 16 quiet leads."

Your money, and its window. Each money figure names the window it covers, because they do not all follow the window you pick. First-year commission and Persistency are all time (your whole book), In flight is now (applications not paying yet), and Won, Paid commission and Policies bound follow the window you picked. Won counts paying policies; on All time that is every paying policy in your book, the same count Performance shows. Policies bound counts every policy with a bound date in the window, whatever its status. Performance's carrier table counts every policy in your book, bound or not, so its total can be higher.

A figure with nothing in it yet says so in a small line under its label (for example "No calls in this window"), never in the big number's place.

Minutes used

Minutes used is the count your plan bills on: each call rounded up to the whole minute, calls that never connected left out, over the calendar month. It is the same number on the Dashboard, in Settings, and on the monthly recap.

The monthly recap also shows Time on the phone, the talking itself. It is a different number: it is not rounded up per call, and it counts every call in your own month, including calls you place from the dialer, which are billed on their own and never against your plan's minutes. Two numbers, two names, never one number under two names.

Reading it

Ask two questions in order.

Are people answering? If the connect rate is low, nothing downstream matters. The cause is the list or the timing, not your script. See Calls and outcomes.

Are conversations booking? If the connect rate is fine and the booking rate is low, you had the conversations and lost them. Check Availability first (the usual cause is that there was genuinely nothing to offer) then your script.

That order matters. People rewrite their script for a week when the actual problem was a four-hour minimum notice.

What is worth reacting to

Trends, not days. One bad day is weather. Two bad weeks is a change.

Compare like to like. Last month against this month, not this Tuesday against last Friday.

A month is the honest window for anything about conversion. A week is enough to notice something broke.

Note: If your dashboard only shows a short window and you want a longer view, ask a connected assistant. get_call_metrics takes any lookback you want: "Compare my last ninety days to the ninety before."

Numbers that mislead

Total calls. Easy to inflate, tells you nothing. A thousand calls with a four percent connect rate is worse than two hundred with forty.

Leads, alone. More leads from a worse source is a downgrade you will read as growth.

A single day. Someone was sick, a holiday, one big job. Ignore it.

When it looks wrong

Everything is zero. Nothing is running. Check speed to lead is on and leads are actually arriving in Leads.

Leads but no calls. Automation is off, or it is outside your calling hours (9am to 7pm by default, Monday to Saturday).

Calls but no bookings. Availability, nearly always.

More in Troubleshooting.