Insights show how your team uses its cards: how many leads they collected, how often people opened their cards, and which members are the most active.
#Where to find insights
- At dash.swopi.co, open Insights in the left menu.
- In the top right, pick a time range: the last 7, 30 or 90 days, 6 months, or 12 months.
#What everyone on the team sees
- Leads and a chart of leads over time,
- Card views, Link clicks and Contacts downloaded,
- a summary of the Last 24 h,
- in Charts & trends: lead sources, view sources (NFC card, QR code, link share), top links and top team members.
#Team overview for administrators and managers
Administrators and managers also see the Team overview section:
- Pipeline value (estimate): the number of leads times the average value of one lead. You set this value yourself, based on your business.
- Active members: how many people on the team really used their card in the selected time range.
- Top members: a ranking by number of leads.
- A table of members with leads, views, taps and last activity.
- Member engagement: how many people are engaged and how many are not.
With Export CSV you download the data for the selected time range, for example for a management report.