Step-by-step tours written for builders, not analysts. 'Understand your Analytics' walks conversion, speed-to-lead, the funnel and stage time in four plain steps and closes by explaining why the tab is empty on a new account. 'How the Leaderboard & Rep Score work' covers ranking, what moves a score and the longest-reign record. Each is indexed by keywords and by the questions people actually ask.
Also called: how do I read analytics · training · walkthrough · what is rep score · why is my analytics blank
- 1A hint button beside the Pipeline / Analytics / Leaderboard tabs launches the tour matching the active tab.
- 2Tours navigate the app themselves, opening the pipeline and pointing at the right tab.
- 3Each tutorial declares the roles it is for — admin, sales, project manager — so it only surfaces for people who can see the screen.
- 4Intents are indexed in natural language: 'how many leads turn into jobs', 'why is my analytics blank', 'what makes my score go up'.
The content file's copy rules are explicit: 'plain builder language; name our terms once ("Rep Score = how each rep is doing"); short, no exclamation marks, mobile-friendly.' One step exists purely to defuse a support ticket: 'On a brand-new account this tab is empty — there's nothing to count yet. These numbers aren't something you fill in by hand; they build themselves as real leads come in.'
- An empty analytics tab on a new account looked like a fault.
- Reporting vocabulary was unfamiliar to the audience.
- Training required a call with the vendor.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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