Analytics
The Analytics module gives you a clear vision of your activity. Track your performance, identify trends and make informed decisions.
Main Dashboard
Overview
The dashboard displays key indicators:
- Total contacts: Number of contacts in your CRM
- New contacts: This month vs previous month
- Sessions completed: Number of sessions this month
- Coaching hours: Total coaching time
Graphs
- Contact evolution: Growth of your base
- Sessions by month: Activity over the year
- Pipeline: Distribution by stage
CRM Metrics
Base Growth
- New contacts per month
- Best performing acquisition sources
- Growth rate
Distribution by Tags
- Visualize your base composition
- Identify your main segments
- Track each segment's evolution
Pipeline Metrics
Funnel View
Visualize your conversion funnel from new contact to won.
Conversion Rates
- Global: % of contacts who became clients
- By stage: Conversion between each stage
- Evolution: Trend over recent months
Velocity
Average time spent at each stage to detect bottlenecks.
Session Metrics
Activity Volume
- Sessions per week/month
- Coaching hours
- Average per client
Attendance
- Presence rate
- Cancellation rate
- Rescheduling rate
Best Practices
Consult Regularly
- Weekly: Pipeline and upcoming sessions
- Monthly: Overall performance and trends
- Quarterly: In-depth analysis and adjustments
Set Objectives
Track your KPIs against your goals.
Act on Insights
Data is only useful if you act on it.