Reviewing your dashboard

The OnceHub Dashboard is designed to help you accelerate your lead capture, qualification, and engagement.

Figure 1: Dashboard

You don't need to do anything special to get started with your dashboard. Just use FormOnce, ChatOnce, SubmitOnce, or ScheduleOnce to capture, qualify, and engage with leads, and the dashboard data will refresh every few minutes.

Lead conversion rate 

Your lead conversion rate shows the number of leads engaged as a percentage of leads captured. (Lead engagements include live chat conversations, instant meetings, and scheduled meetings.)

Figure 2: Lead conversion rate

For example:

  • Your bots, forms, or booking pages captured 1,000 leads.

  • You had 50 lead engagements using live chat conversations, instant meetings, or scheduled meetings.

  • Your lead conversion rate was 50 ÷ 1,000 = 5%.

Learn more about accelerating your lead conversion rate.

Time to engagement

Your time to engagement metrics show the average time from initial lead capture to initial lead engagement.

Figure 3: Time to engagement

For example, live chat conversations can happen within a few minutes of capturing a new lead, while scheduled meetings can take several days.

Learn more about accelerating your time to lead engagement.

Learn more about how your dashboard calculates time to lead engagement.

Visitors seen

Figure 4: Visitors seen

Your visitors seen metric shows how many visitors were seen by your bots, forms, or booking pages.

  • A visitor may have been seen by your bots, forms, or booking pages but that doesn't mean they interacted with them.

Learn more about how your dashboard calculates visitors seen.

New leads captured

Your new leads captured show how many new leads were captured by your bots, forms, or booking pages.Figure 5: New leads captured

  • A high lead capture rate indicates that you have good quality visitors coming to your website and that your bots, forms, and booking pages are well optimized.

  • A low lead capture rate indicates that you have poor quality visitors coming to your website or that you need to optimize your bots, forms, and booking pages.

Learn more about accelerating your lead capture rate.

Learn more about how your dashboard calculates new leads captured.

New leads qualified

Figure 6: New leads qualified

Your new leads qualified shows the current qualification status of leads who were captured during the selected date range.

  • A high lead qualification rate indicates that you have good quality visitors coming to your website and that your qualification questions are well-optimized.

  • A low lead qualification rate indicates that you have poor quality visitors coming to your website or that you need to optimize your qualification questions.

Learn more about accelerating your lead qualification rate.

Learn more about lead qualification status.

New leads engaged

Figure 7: New leads engaged

Your new leads engaged shows the number of leads engaged and the number of live chat conversations, instant meetings, or scheduled meetings.

  • A high lead engagement rate can indicate that you and your team have good availability for engaging with qualified leads.

  • A low lead engagement rate can indicate that you and your team have poor time availability for engaging with qualified leads.

Learn more about accelerating your lead engagement rate.

Was this article helpful?
Thank you for your feedback!