Analytics and revenue attribution

Analytics follows each lead from its first touch to payment.

Key reports

• Revenue by source — channel, ad campaign, form or broadcast.
• Funnel — leads → qualified → booked → won, with conversion at each step.
• Team — response times, conversations handled and deals won per member.
• AI — conversations handled by AI, handoff rate and credits used.

How attribution works

The first source of a lead is stored when it is created, and later touches (campaigns, rescues, follow-ups) are recorded along the way. When an invoice is paid the revenue is credited to those sources.