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LeadSmart AI

3 min read

Read your performance dashboard

Track lead-to-close conversion, average response time, and revenue projections from one screen — updated nightly.

The Performance dashboard is your monthly business review on autopilot. It shows lead-to-close conversion by source, average first-response time, deals in flight, expected closed volume for the next 90 days, and revenue trends quarter-over-quarter.

Step by step

  1. Open Insights → Performance from the sidebar.

  2. The top row shows the four core KPIs: new leads, response time, deals in flight, and 90-day GCI projection. Each has a sparkline showing 12-week trend.

  3. Below, the funnel breakdown shows where leads drop off — typically the biggest leak is between 'first response' and 'first showing booked.'

  4. Filter by lead source to see which channels are actually paying off (most agents discover one or two sources contribute most of the closed volume).

  5. Click Export report to send a PDF to your broker or financial advisor.

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