Looker Dashboard Walkthrough 📈 🧭

Creating and Utilizing the Enterprise Optimization Dashboard

Objective

This SOP outlines the steps to effectively use the Enterprise Optimization Dashboard for tracking and analyzing performance metrics across various lead sources.

Key Steps

Introduction to the Dashboard 0:17

• Familiarize yourself with the dashboard for the Enterprise Optimization Suite.
• Understand that the dashboard is customizable and can track various metrics.

Understanding Date Range Application 1:52

• Set a universal date range at the top of the dashboard.
• This date range will apply to all pages within the report.

Navigating the First Two Pages 2:14

• Review the first two pages focusing on:
  • Call performance table with lead types and agent submissions.
  • KPI metrics for leads, appointments, and contracts.

Analyzing Call Performance 3:10

• Examine the performance of agents based on lead submissions.
• Identify which agents are performing better using the bar chart.

Reviewing SMS Metrics 4:51

• Understand SMS performance metrics including:
  • Number of SMS sent and received.
  • Response and delivery rates.

Evaluating PPC Campaigns 5:39

• Track PPC ads performance:
  • Analyze leads from different landing pages.
  • Assess the validity of leads based on predefined criteria.

Direct Mail Campaign Tracking 7:08

• Monitor multiple direct mail campaigns:
  • Track lead types and performance metrics.

PPL and SEO Metrics 8:20

• Review PPL sources and disputes.
• Analyze SEO performance similar to PPC.

Performance Metrics for Acquisition Specialists 8:48

• Access overall performance tables for acquisition specialists:
  • Review talk time, conversations, and unique leads.

Understanding Qualification Status 10:31

• Analyze qualification status per lead source and stage.
• Differentiate between qualified and disqualified leads.

Utilizing the Inverted Pyramid Model 12:09

• Apply the inverted pyramid model to track leads through various KPIs:
  • Leads to appointments, appointments to offers, etc.

Monthly Financial Review 14:21

• Communicate with the accountant at the end of each month:
  • Provide total campaign costs and profits from closings.

Final Analysis and Decision Making 16:01

• Use the dashboard data to make informed decisions:
  • Identify underperforming campaigns and top performers.

Cautionary Notes

• Ensure data integrity by regularly checking for errors in the dashboard.
• Be cautious when interpreting dummy data; always verify with real data.

Tips for Efficiency

• Regularly update the dashboard to reflect the most current data.
• Use filters to focus on specific lead sources or time periods for detailed analysis.
• Schedule monthly reviews to assess performance and adjust strategies accordingly.

Link to Loom

https://loom.com/share/c95352347aa844f5a98bf2e575aaa3ea

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