View Request Analytics

How to access request analytics, track conversion rates, measure response times, and identify trends in incoming requests.

Written by Liam ChenUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to view analytics for your request pipeline. Analytics help you measure performance, identify bottlenecks, and improve your customer intake process.

Accessing request analytics

Navigate to /requests.
Click the Analytics tab at the top of the page.

The dashboard shows aggregate metrics for the selected time period.

Screenshot: The request analytics dashboard showing cards for total requests, conversion rate, and average response time.

Key metrics

Total requests

The number of requests received during the selected period, broken down by source (Email, Web Form, Manual).

Conversion rate

The percentage of requests that were converted to jobs or quotes. A higher rate means more inquiries are turning into revenue.

Average response time

The time between request creation and the first status change (New to In Review). This measures how quickly your team responds.

Requests by priority

A breakdown showing how many requests were classified as Urgent, High, Normal, and Low.

Requests by status

A chart showing the distribution across New, In Review, Converted, and Closed.

Filtering analytics

Use the controls at the top of the dashboard:

Date range -- select a week, month, quarter, or custom period.
Source -- filter to a specific request source.
Assigned to -- view metrics for a specific team member.

Animation: Switching date ranges on the analytics dashboard and watching charts update.

Using analytics to improve

Low conversion rate -- review why requests are being closed without conversion. Are you responding too slowly?
Long response time -- consider auto-routing rules to assign requests faster.
High volume from one source -- invest more in the channel that generates the most leads.

Exporting data

Click Export to download analytics as a CSV for offline analysis or sharing with your team.

Tip: Review request analytics monthly. Track conversion rate and response time trends to measure the effectiveness of process changes.

Note: Analytics are based on request data in the system. Ensure your team updates request statuses promptly for accurate metrics.

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