Lead to Application Conversion Dashlets

Lead to Application Conversion Dashlets

Overview

The Lead to Application Conversion Dashlet provides a graphical representation of the total number of leads and their conversion into applications over a specified period. It helps you monitor trends, evaluate the effectiveness of your marketing efforts, and identify key areas where resources need to be optimized.

By analyzing conversion patterns, you can make informed decisions to improve lead nurturing strategies and enhance overall application outcomes.

Core Functionalities

Understanding the Lead to Application Conversion Dashlet

The Lead to Application Conversion Dashlet visually displays the trend of leads being converted into applications over a given period. It allows you to compare lead volumes against submitted applications, enabling you to assess conversion efficiency and adjust your strategies accordingly.

Key Components of Lead to Application Conversion Dashlet

The Lead to Application Conversion Dashlet consists of the following key elements:

  1. Date Range Selection:

    • Select a custom date range to filter data for a specific period.

    • Click Apply to view filtered data for the selected date range.

  2. Publisher-Wise Data View:

    • View specific data related to individual publishers which will help to know exactly where to concrete the resources. 

    • Apply publisher filters to assess the performance of various marketing channels.

  3. Data Download Option:

    • Download the data for further analysis by clicking on the Download icon.

    • The data is available in CSV format for offline analysis.

IdeaPro Tip: Apply custom date ranges and publisher filters to gain deeper insights into the conversion process and optimize resource allocation.

Enabling Lead to Application Conversion Dashlet

The Lead to Application Conversion Dashlet is enabled by default on the Admin Dashboard. If you do not see it on your dashboard, follow the steps below to enable it:

How to Enable Lead to Application Conversion Dashlet

To enable the Lead to Application Conversion Dashlet:

  1. Navigate to Admin Dashboard:

    • Go to Dashboard from the left-hand navigation panel.

    • Click on Admin Dashboard.

  2. Add Dashlet: Click on Add Dashlet at the top-right corner.

  3. Select Lead to Application Conversion Dashlet: Toggle ON (green) to enable the Lead to Application Conversion Dashlet.

  4. Save View: Click Save View to apply your changes.

IdeaPro Tip: Refer to the article Overview of Admin Dashboard for detailed instructions on adding and managing Dashlets.

Conclusion

The Lead to Application Conversion Dashlet in Meritto provides a comprehensive view of lead conversion trends, enabling you to identify high-performing channels, optimize marketing efforts, and improve overall application outcomes. By leveraging this Dashlet, you can make data-driven decisions to enhance lead nurturing and increase application conversions.


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