Plezi

Florent

What is a good report? It's about tracking your KPIs, anticipating future actions to be taken and for that, Plezi helps you with its advice. 

Dashboards

What reports to create and how to interpret the data in order to evolve your strategy? The best practices summarized in this article.

Good practice for reports in Plezi

Good practices

Definitions & frequently asked questions about the visits indicator

What are the VISITS in my reports?

Definitions and frequently asked questions on accounting for conversions.

What are the CONVERSIONS in my reports?

Definitions and frequently asked questions about lead scoring

What are the LEADS in my reports?

Indicators & frequently asked questions on contact maturity

What is the MATURITY of contacts in my reports?

Indicators explained

What is the conversion rate of your site? What can you learn from the percentage of visitors who fill out a form on your site?

The conversion by website

How can I judge the impact of my marketing actions on the performance of my website?

Conversion monitoring (of forms)

Track and analyze your visits by medium to understand where your visitors come from and what actions to take to boost their conversion.

Track and analyse my visits by medium

New leads by medium: identify where your visitors and new contacts are coming from via easily analysable reports!

New leads by medium

You know your visitor's and lead's origin, but have you considered medium report? It gives the number of downloads, not the one of new leads

Conversion by medium

How can I easily find the contacts I send to my sales representatives?

Monitoring my MQLs

How are my leads progressing in my buying cycle?
Interest and interpretation tips on this report.

Progress of contacts through the buying cycle

How does my base evolve over time? Interpretation tips on this report to simply understand the maturity of your contacts.

The maturity of contact

Presentation of key dashboards

Sometimes an "Other" source appears on your reports. Find out why in this article.

What does the “other” source refer to in the reports?

Others

Find answers and get help from Intercom Support and Community Experts

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