CALL BOOKING DASHBOARD​

Optimize Your Call Booking

Optimize your sales calls by understanding where people fall out of your funnel, and which lead sources bring you the most qualified leads.

Optimize Your Marketing

Use this pre-built dashboard to optimize your Call Booking flow

The Call Booking Flow dashboard reveals your call flow performance in one easy to use, at-a-glance page.  Simply add your Booked a Call tags to the flow to see your personalized results.

Which sources bring the most sales calls?

Easily see which sources are bringing you the most sales calls, and increase your spend in these areas while optimizing these campaigns for the highest lead value.

Which ads provide the biggest bang for the buck?

Which ads are you using that provide the highest return on investment? Do you have ads that have a small amount of leads but a high lead-to-customer percentage?

Which Salesperson closes the most sales?

Which if your sales staff is the top performer? What is it about this person's technique that produces such good results? Learn, build and optimize!

What's the drop off rate for your scheduled calls vs attended calls?

How can you better optimize your call campaigns to bring people to the calls they schedule? Have you implemented reminders, text messaging or other strategies?

How to use the dashboard

Optimize every step of your Call Booking flow

From first contact to close of the sale, find the lead segments that are most likely to convert and optimize your marketing for them.

Frequently Asked Questions

To create this dashboard, sign in to your SegMetrics account, then navigate to Dashboards on the left-hand side.

Once you’re here, scroll down to the bottom to Create New Dashboard.

On the next screen, select Choose a Template from the left-most selection, and scroll down to Call Booking Dashboard, and then click on Use Template.

On the next screen, you will add your tags to the dashboard.  You will choose your tags to indicate Call Booked, Call Rescheduled, Call Cancelled and Call Attended.

Click Complete Set-Up, and you are done!

From your Dashboard page, navigate to the upper right hand corner, to the three elipses, and click on the them.  Pull down to Share, and on the next screen you will be given a link to share your dashboard with whomever you choose.  

In the left-hand column of your SegMetrics app, scroll to the bottom and click on the blue Contact Us button, where you can find support documents and get in touch with us if you have questions.  We’re here to help!

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SegMetrics deciphers the data so you don’t have to.

We built SegMetrics to be reliable, simple to set up, and easy to read. Because no matter the size or type of your business, success shouldn’t depend on wrestling some sense out of confusing or conflicting data. Get back to making clear-headed, informed decisions. We’ll handle the numbers.

michelle warner

We added SegMetrics to see if it could find answers to questions a client’s had for over a year and that couldn’t be put off any longer. It could, and did so within about 30 seconds.

— Michelle Warner — Strategy Consultant

Just a few of the companies improving their marketing with SegMetrics

Say Goodbye to excel exports

Calculating any of your important metrics is tough.

We mean really tough. And how confident are you that the numbers you’re getting are accurate?

And hello to smart reporting

SegMetrics takes the guesswork out. Accurately track the number of contacts added to your marketing tools every day, week, month and year.

Call Booking Dashboard

Use this Call Booking Dashboard to optimize your call flow from the first contact all the way to sale.