A key part of intaking new clients and growing your business is tracking performance data on your leads and reporting on matter status and value for new clients. Clio Grow offers a dashboard that can help you understand the performance of your marketing efforts. All channels show where your leads are coming from and how to assign value from all your marketing channels.
Tip: Learn more about how to create a digital marketing strategy for your firm and grow your business here.
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Your Clio Grow dashboard gives you an immediate overview of your digital marketing metrics. These metrics are organized to help you understand which requires immediate action, how to set benchmarks for your firm, and how to evaluate outcomes over time.
This dashboard shows key actionable metrics for leads captured through all of your digital marketing channels, including leads from appointments booked via Clio Scheduler. It is broken down as follows:
This section shows leads as they progress through your sales Pipeline over the selected date range.
- To review
- This shows leads that you need to review.
- Ignored
- This shows the total ignored leads for the selected date range
- Leads accepted rate
- This is the percentage of leads that were converted into matters. It is calculated by the total number of leads converted into matters divided by the total number of leads received.
- To review
- This shows leads that you need to look over.
- Ignored
- This shows the total ignored leads for the selected date range
- Leads accepted rate
- This is the percentage of leads that were converted into matters. It is calculated by the total number of leads converted into matters divided by the total number of leads received.
- Leads
- This shows leads received during the selected date range.
- Estimated value
- This shows the estimated value of your leads during the selected date range.
- Leads
- This shows leads received during the selected date range.
- Estimated value
- This shows the estimated value of your leads during the selected date range.