Live funnel — not yesterday's snapshot
From new lead → qualified → booked → enrolled. Updates the moment a stage changes. No nightly batch.
All features
Analytics
See where leads drop — and where to fix it.
Live funnel from new lead to enrolled. Source attribution that doesn't lie. AI vs agent performance side by side. Response-time SLAs by team. No exports, no spreadsheets, no “let me ask the data person.”
Live funnel — no nightly batchPer-source attributionAI vs human side-by-side
Live · refreshed 4s ago
app.botsync.in/analytics · Last 30 days
New leads
2,418
+18%Qualified
1,612
+12%Booked
488
+24%Enrolled
312
+9%Funnel · last 30 days
CR 12.9%New
2,418
Qualified
1,612
Booked
488
Enrolled
312
Sources
Form
1,015
Widget
628
Ads
459
Manual
316
AI vs human
Aurora14,028 msg
TTF · 6sCR · 11.4%
Team3,402 msg
TTF · 4mCR · 18.2%
Live dashboards across 2,400+ workspaces — the metrics counsellors, brokers, and SMB sales managers actually open every morning
What makes BotSync analytics different
Analytics for daily lead operations — not vanity dashboards
Generic BI tools count totals. BotSync analytics is wired into the same lead, stage, booking, and conversation model your team is already working in — so every chart maps to a real action: fix a flow, retrain Aurora, coach an agent, switch off an ad.
Source attribution that holds up
Form, widget, broadcast, manual import, ad campaign — every lead carries its origin into every report.
Performance you can coach on
Per-agent first-response time, AI vs human conversion, hand-off quality. Numbers managers act on, not vanity totals.
Live lead funnel
Watch the funnel move while your team works
Every stage change — new, contacted, qualified, booked, enrolled, lost — flows into the funnel in real time. Drill into any stage to see leads that stalled there, segmented by source or agent.
- Real-time funnel; no nightly job, no 24h lag
- Stage-time histograms (how long do leads sit in 'Qualified'?)
- Compare 7d / 30d / 90d windows side-by-side
- Drill into the leads inside any stage from a single click
Lead funnel
Live7d30d90d
New
2,418
Contacted
2,200
Qualified
1,612
Booked
488
Enrolled
312
Time in “Qualified”
p50 · 2.4 days0d3d7d+
Source attribution
Every lead carries its origin into every chart
Form, widget, ad campaign, manual import, broadcast — origin is captured at lead creation and preserved across stage moves, campaigns, and bookings. So you can finally answer “which source actually converts?”
- Per-source funnel — see the drop-off curve for each origin
- Cost per qualified lead (when ad spend is plugged in)
- Campaign-level rollups for broadcasts and ads
- UTM-grain detail for paid channels
Source attribution
| Source | New | Qualified | Booked | CR |
|---|---|---|---|---|
| Form | 1,015 | 742 | 240 | 23.6% |
| Widget | 628 | 418 | 112 | 17.8% |
| Ads | 459 | 240 | 82 | 17.9% |
| Broadcast | 204 | 146 | 42 | 20.6% |
| Manual | 112 | 66 | 12 | 10.7% |
Forms convert best this month — but broadcasts are catching up. Drill into Form to see which UTM campaign drove the lift.
AI vs team
Aurora and your team on the same scorecard
How fast is AI replying? Are AI-handled threads converting? When humans take over, do they win more? BotSync puts the two side-by-side so you know exactly when to lean more on AI and when to keep humans in the loop.
- Time-to-first-reply: AI median vs team median
- Conversion by who answered first (AI / human / mixed)
- Hand-off quality — how often the human accepts Aurora's draft as-is
- Per-workspace mode breakdown (AI-only vs Approval-first vs Off)
AI vs human
Last 30 daysAurora · AI
Messages14,028
Median TTF6s
CR11.4%
Draft accepted74%
Team · 8 agents
Messages3,402
Median TTF4m 12s
CR18.2%
Draft accepted—
Workspace AI modes
AI only
14 ws
Approval-first
24 ws
Off
5 ws
Team SLAs
Response times by agent, owner, and stage
First response, follow-up response, and resolution time — sliced by agent and team. Spot the slow lane before it costs a conversion.
- First-response SLA per agent (median + p95)
- Open conversations older than your SLA threshold
- Idle leads per owner (no activity in N days)
- Coaching view — drill into any agent's week
Team SLA · this week
SLA · 5m| Agent | Median TTF | Idle > SLA | Conv. |
|---|---|---|---|
| ARAnand R. | 1m 12s | 0 | 21.4% |
| MSMeera S. | 2m 48s | 3 | 18.9% |
| RPRohan P. | 9m 30s | 12 | 11.2% |
| KNKavya N. | 24m 06s | 28 | 6.8% |
Kavya N. has 28 idle leads — coach view shows last 7 days of activity in one click.
Metric catalog
Every metric your lead-ops manager actually opens
Funnel · Sources · AI · Team — the four boards that keep counselling, brokering, and SMB sales operations on track. No SQL required, no data engineer required.
Funnel
- New / Qualified / Booked / Enrolled / Lost
- Stage-time histograms
- Drop-off per stage
- Cohort funnels by week
Sources
- Forms · widget · ads · broadcast · manual
- UTM-level drill-down
- Cost per qualified lead
- Campaign rollups
AI agent
- Time-to-first-reply
- Conversion when AI replied first
- Draft accept rate
- Hand-off frequency
Team
- Per-agent TTF (median + p95)
- Idle leads per owner
- SLA breach count
- Conversion by agent
From event to improvement
The cycle managers run on every Monday
Capture
Lead events flow in from chat, forms, imports, ads, broadcasts, and bookings — automatically tagged at source.
Group
BotSync groups the raw events into the four boards your manager opens — funnel, sources, AI, team.
Spot bottlenecks
Find the slow stage, the under-converting source, the agent breaching SLA — in seconds, not spreadsheets.
Coach & adjust
Retrain Aurora, tweak a flow, reassign load, pause an ad. Watch the funnel move next week.
BotSync analytics vs generic BI tools
Lead-ops analytics, not a blank BI canvas
Generic BI tools (Looker, Metabase, Tableau) need a data engineer to model lead-ops the first time, and again every time the funnel changes. BotSync ships the lead-ops model already wired up.
| Capability | BotSync | Generic BI |
|---|---|---|
| Live funnel (no nightly batch) | Daily / weekly refresh | |
| Source attribution at lead grain | Total counts only | |
| AI vs human side-by-side | Either AI or team, not both | |
| Per-agent SLA + idle-lead view | Sortable list, no SLA highlights | |
| Stage-time histograms | Stage counts only | |
| Drill-down into any chart's leads | Chart is read-only | |
| Built around your CRM model | Generic events; needs config |
FAQ
Common questions about BotSync analytics
Can analytics show both pipeline and table views?+
Yes. Leads can be viewed as a Kanban pipeline first, with table mode available when teams need spreadsheet-like work — the same data, two perspectives, both linked to the same analytics.
Does BotSync track form submissions separately from CRM leads?+
Yes. Forms keep their own submission history while also updating the matching CRM lead when mapped fields are valid. The submissions table and the lead profile are linked but distinct so audit history is preserved.
How fast does the funnel update?+
Within seconds. Stage changes, bookings, and replies stream into the analytics layer in real time — there's no overnight batch job. Refresh the page and the numbers reflect the moment.
Can I drill from a chart into individual leads?+
Yes. Click any stage bar, source row, or agent row to land directly on the filtered lead list. From there you can re-assign, retag, or jump into a conversation.
Can I export reports?+
Yes. Every table and chart has an Export action that produces a CSV with the current filters applied. For one-off needs we also support a workspace data export via the API.
Does it work with multiple workspaces / sub-brands?+
Yes. Each workspace has its own analytics scoped to that workspace. Multi-workspace owners can also see a rollup across all workspaces they manage.
What about ad spend attribution — does it integrate with Google / Meta Ads?+
Today BotSync captures UTMs and source on every lead, so per-channel CR comes out of the box. Pulling ad spend live from Google / Meta Ads to compute cost-per-qualified-lead is on the roadmap.
Pair it with
What analytics is most useful next to
Unified inbox
Every metric maps back to a conversation you can open.
Learn more
AI agent — Aurora
Read AI performance and retrain in the same workspace.
Learn more
Flow builder
Find the leaky node from analytics, fix it in the flow.
Learn more
Bookings
Show rate, no-show rate, time-to-book — by counsellor and source.
Learn more
See where this week's leads dropped
Open analytics every Monday — and act on it Tuesday
14-day free trial. Start with the live funnel, then add forms, AI, and broadcasts — every event you capture lands in the same dashboard, no extra wiring.