Lead Docket Dashboard

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Intake performance

Define qualified leads to match your customized statuses and sub-statuses. View performance in more detail, including by case type, intake person, and marketing source.

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Trends over time

Measure lead activity and intake results over time to understand how marketing initiatives impact results. Track cost per case through various campaigns.

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Financial analysis

Get the true cost of a new client and clearly see your marketing ROI. Lead acquisition and cost per conversion by marketing source tied to marketing expenses.

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Why a Lead Docket Dashboard?

Built for firms with a marketing budget that want to see real-time and historical intake performance. If you rely on your marketing vendors to tell you how you are doing, you need this dashboard. If you have multiple case types and want to see how various campaigns perform over time, you need this dashboard. If you are tired of sifting through spreadsheets and want something easy to understand, you need this dashboard.

Scheduled delivery

Regularly receive an easy-to-read report in your email to keep track of key performance indicators and take action if needed.

Continuous improvement

Our dashboard is constantly improving and all-new features are automatically released on your dashboard. At Vineskills, feedback is always welcomed!

Campaign insights

Track your individual campaigns or Google Local Service Ads performance based on fields that are hidden in Lead Docket.

Act quickly

Getting better visibility into the trends happening in your intake and marketing program allows you to take action before an issue arises.

Dashboard showing weekly and daily statistics for leads created, wanted leads, signed-up leads, conversion rate, and case trends over several months in 2022.

Explore a live demo

Pricing

Contact us for a quick discovery call and annual licensing cost.

Interested? Let’s connect.

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