This will show you up to date information and stats to keep track of what’s going on in your workspace

The stats section is crucial for tracking performance, showing strengths and weaknesses. Utilize it to enhance your areas that you deem needs improvement.

The stats section provides you three (3) options that you can keep track of:

  • Leads and Deals
  • KPI’s (Key Performance Indicators)
  • Funnel

To access your Stats, click on stats found on the left hand pane.

Once you are inside your stats, you will find the three (3) options mentioned previously.

Leads and Deals

You will find a birds eye view of you performance for specified time ranges:

Things that you will see:

  • Leads all time – All Leads that have not been marked trashed or dead
  • Leads last 30 days – Leads that were created in the last 30 days and have not been marked trashed or dead
  • Deals last 30 days – Leads that have been marked as deals for the last 30 days
  • Deals all-time – All leads that have been marked as a deal
  • Deals from Follow Up last 30 days – Leads marked as a deal in the last 30 days and have been in at least one follow-up.
  • Deals from Follow Up all-time – All leads marked as a deal and have been in at least one follow-up
  • Lead to Deal Conversion last 90 days – Number of leads marked as a deal, divided by the total number of active leads created within the last 90 days
  • Lead to Deal Conversion all-time – Number of leads marked as deal divided by the total number of active leads created.


Filter your KPI’s

Customize your KPI tracking by filtering data on a weekly or monthly basis. Adjusting the number of columns will show the desired weeks or months depending on your data filter. For more precision, you can focus on specific campaigns.

Aside from changing the Filters for your KPI’s, there are other things that you can do!

KPI’s provide you reports for:

  • Goals
  • Average
  • Today
  • Monthly
  • Weekly

Set Goals Per Stat

By clicking on the pencil icon, you can set goals for individual stats, while clicking on the underlined numbers will provide a detailed breakdown of the incoming leads for the specific stat you’ve chosen to view.

Here are the specified stats available in Forefront:
  • New Leads
  • Leads created by 1st-time callers
  • Leads created by 1st-time texters
  • Leads created by Webhooks
  • Leads created manually
  • Leads w/ Appointment
  • Leads w/ Offers Made
  • Leads w/ Offers Accepted
  • Leads w/ Contracts
  • Total Appointments Set
  • Appointments Cancelled by Us
  • Appointments Cancelled by Contact
  • Wholesale Contracted
  • Wholesale Completed
  • Fix and Flip Purchases
  • Fix and Flips Completed
  • Added to Follow Up
  • Total Calls
  • Total Texts
  • Total Answered Calls
  • Total Inbound Calls
  • Total Inbound Texts
  • Total Missed Calls
  • Total Outbound Calls
  • Total SMS Texts
  • Average Call Duration


(Note: Costs, leads and other details will be based on what the leads were tagged for that campaign and the cost placed inside the campaign when created)

The Funnel provides a more detailed view of your campaigns performance through numbers, percentages and with a graphical representation.

This provides you details for each of your campaign as follows:

  • Total Cost
  • Total Projected Profit
  • Total Actual Profit
  • ROI
  • Not a Lead
  • In Follow Up
  • Dead Deals
Filtering your Funnel

Customize your funnel by filtering using different time frames and selecting specific campaigns.

(Important note: For the filters to function correctly ensure that you filter your funnel with the campaigns you want to view in your funnel)

Clicking on the items listed below will give you a brief description of the leads in that campaign depending on the category you’ve chosen. As shown in the demonstration below

  • Not a Lead
  • In Follow Up
  • Dead Deals

Utilize the graph by selecting one, some, or all your campaigns. Hovering over the graphs allows you to quickly view contents and percentages. Click on the graph to make it sticky, and click again to remove.

Have questions or concerns?

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