The Qualified Dashboard breaks down your website traffic and displays how those visitors interacted with Qualified during their sessions.
Within the Qualified Dashboard, review your sales team's availability, which reps interact with the most visitors, and which reps create the most leads.
In this article, we’ll provide a thorough understanding of your Qualified dashboard and the analytics that we provide within the app.
Dashboard Definitions
Below we'll define terms specific to Qualified that you'll see in the various dashboard tiles. These sections reveal important information about your website visitors and their interactions with Qualified.
Sessions: A session is defined as every time a visitor is on the website. A session will end for a visitor when they are idle for more than 60 minutes or a visitor left your site for at least five minutes before returning. A visitor can have multiple sessions on your website.
Experiences: An experience is the Qualified message and flow that you've created to show up on a particular page, for a particular visitor set, or triggered by a button or form on your website.
Waiting for Reps: This is defined by Qualified as any visitor who has hit your Route for Inbound Chat step within your experience and waited for a rep to pick up the conversation. This includes all visitors who were shown the meeting booker (no reps available), visitors who waited and did not receive a chat (reps available but did not start a conversation), and those visitors who did have a conversation with your sales team.
Conversations: A conversation is defined as a back and forth interaction between a visitor and either a human rep on your team or the Qualified chatbot.
Using Your Dashboard
Use the date picker on the top right corner of your dashboard to select the dates you’d like to filter your data by. You'll notice that data is only available for the previous 18 months. Any data prior to 18 months will not be displayed in app. Please reach out to your Qualified Success Architect for any questions or data requests.
Business Hours in Session Reports
Qualified allows you to report on sessions created solely during business hours. This feature may require you to contact your Qualfied Success Architect to enable.
Once enabled, you will see the "Business Hours" setting page under your Team Calendar. After adding your team's business hours and default time zone, reports that use the "Started at" or "Ended at" filters will include an "is during business hours" operator.
Dashboard Tiles
To see more detail behind each number in your dashboard, click the number in the tile to open a related report in the Reports section of Qualified. Each report will show the visitor sessions that correspond with the tile during the date range you've selected.
Does your dashboard look different? Don't worry! Most likely you're on an older version of Qualified and we'll work with you to get updated. Contact your Qualified Success Architect to get it or email our Technical Support Team for more information.
Salesforce Lead Sessions
The large number on this tile represents the number of sessions on your site that a lead had. For example, one lead could have multiple sessions within your time range (that's a good thing!) and we count all of them.
The two smaller numbers you see will show you:
- The number of conversations that occurred between the Qualified chatbot or your sales reps and the Lead visitor
- How many new leads were created by Qualified
Salesforce Contact & Account Sessions
These numbers show the number of sessions, including conversations, from visitors associated with a Salesforce contact or account record. (At this time, Qualified does not create contacts or accounts.)
Meetings Booked
In this tile you'll be able to see all sessions where meetings were booked with a visitor. It shows meetings offered by reps and meetings booked via a chatbot experience. Click on the numbers to drill down and see which reps offered the meetings as well as which experiences are capturing the most meetings.
Dashboard Charts
The dashboard tiles give an overview of each metric tracked by Qualified. The first tile you see at the top provides an overview and overall number of each metric, while the tiles below show the differences over time.
Experiences
Each time an experience is triggered on your site, we’ll count it here. This does not necessarily mean that a visitor has clicked on your experience, rather that it was triggered for a visitor.
Scroll down to the very bottom of your dashboard to see a break down of which experience has been the most engaging to your visitors.
Conversations
You can see how many conversations your team has had by hovering over each day to see more details as well as a break down of your conversations by bots or reps.
Conversations with Reps
Next to your overall conversations breakdown, you’ll see a bar chart that breaks down visitor conversations with your reps: outbound vs. inbound. Outbound conversations are those that have been started by your reps while inbound conversations are those first started by your visitors.
Meetings Booked
Meetings booked will show you how many visitors have engaged with your experiences and booked a meeting with one of your reps.
This could mean that the meeting booker was triggered by a chatbot or manually given to the visitor by a sales rep. Hover over the bar chart to see more details on each day shown.
Waited for Reps
Waited for Reps tiles show which visitors reached your Qualified routing rules that have been set in your experience and have waited to speak with someone on your team.
You’ll notice these rules when you open up your experience and see the Qualify and Route step pictured below. Hover over the bars in the chart to see how many sessions took place during that day versus how many visitors waited to speak with your sales team.
Leads Created
Next in your dashboard you’ll see how many leads have been created from your experiences. You’ll only see this piece of your dashboard when you use Salesforce to sync your visitors as Leads.
Prospects Created
If you use Pardot to sync your Prospects, you'll see a section in your dashboard for Prospects created from Qualified. We'll give you a break down of how many of these Prospects were created automatically using the rules in your experiences or created by your reps manually.
Summary
Within your Qualified dashboard, we’ll show you a break down of your website traffic and how those visitor sessions have interacted with Qualified through statistics on: experiences, conversations, meetings booked, leads created, and Pardot Prospects created.
We also provide you a leaderboard of who on your team is interacting with your visitors the most and which experiences are the most engaging.
.svg)
